Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom

Quick Read Broadcom (AVGO) AI semiconductor revenue surged 74% in Q1 FY2026. Broadcom projects AI revenue will double to $8.2B. Taiwan Semiconductor (TSM) posted Q4 revenue of $33.73B with 77% from advanced 7nm and below processes. Google, Amazon and Meta design custom AI accelerators instead of relying solely on NVIDIA GPUs. Investors rethink 'hands off' investing and decide to start making real money Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major b ...