- Broadcom is positioned for success in 2026 with a focus on custom AI chips, helping clients design ASICs for AI tasks. Customers can leverage Broadcom’s IP portfolio and TSMC’s manufacturing capabilities. Citigroup predicts Broadcom’s AI revenue could reach $100 billion by 2027.
- Alphabet leads in custom AI chips with its TPUs, offering cost advantages and scalability. Morgan Stanley analysts forecast revenue generation of $13 billion for every 500,000 TPUs deployed. Alphabet integrates TPUs into various products, enhancing growth and market positioning.
- Taiwan Semiconductor Manufacturing plays a crucial role in AI infrastructure, manufacturing GPUs and ASICs for companies like Nvidia and Broadcom. TSMC’s technology advancements and pricing power contribute to its strong position in the semiconductor industry. Customers can expect increased capacity to meet growing demand.
Read more at Nasdaq: 3 Top Artificial Intelligence Stocks to Buy in January