Prediction: These 2 Artificial Intelligence (AI) Semiconductor Stocks Will Reclaim Their Spots in the Trillion-Dollar Club by Year's End

Core Viewpoint - Two major chipmakers have recently fallen out of the trillion-dollar club, but they are seen as potential investment opportunities to regain this status by 2025 [2]. Company Summaries Taiwan Semiconductor Manufacturing (TSMC) - TSMC specializes in advanced chipmaking processes and has seen revenue and profit acceleration due to high demand for GPUs in data centers [3]. - Apple plans to invest $500 billion in U.S. manufacturing and silicon engineering over the next four years, significantly benefiting TSMC as it utilizes a large share of TSMC's fabrication capacity [5]. - TSMC is also expanding its U.S. operations with an additional$100 billion investment in chipmaking infrastructure, building on a previous $65 billion commitment [6]. - Wall Street analysts are optimistic about TSMC's prospects, driven by increasing AI infrastructure investments from major tech companies [7][8]. - TSMC's current market cap is$916 billion, approximately 9% away from a trillion-dollar valuation, with no significant financial issues indicated [9]. - The company's forward P/E ratio of 19.5 is in line with its three-year average, presenting a buying opportunity before it potentially reclaims its trillion-dollar valuation [10]. Broadcom - Broadcom specializes in AI-powered products and network equipment for data centers, benefiting from the rising demand for custom silicon solutions [11]. - The recent stock sell-off is attributed to macroeconomic concerns rather than specific business issues, with historical trends showing quick rebounds after dips [12]. - Major tech companies are expected to spend over $320 billion on AI infrastructure this year, which will positively impact Broadcom's business [13]. - Broadcom has been selected by additional hyperscalers to develop custom accelerators for next-generation models, indicating its growing importance in the AI space [14]. - Investor confidence in Broadcom is expected to rise as the company continues to support big tech in building AI infrastructure, positioning it to return to the trillion-dollar club soon [15].