Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the AI infrastructure market. Broadcom just reported Q1 FY2026 revenue of $18.02B, up 28% year-over-year, with AI semiconductor revenue surging 74%. The company's Q1 FY2026 guidance projects AI semiconductor revenue will double year-over-year to $8.2B, driven by custom AI accelerators and Ethernet AI switches. With ...