Core Viewpoint - The $1 trillion stock club is shrinking due to market sell-offs, with only eight companies currently holding this valuation, but Taiwan Semiconductor and Broadcom are poised to rejoin soon if the market recovers [1][2]. Group 1: Company Valuations - Taiwan Semiconductor is currently valued at approximately $770 billion, while Broadcom is valued at around $800 billion, indicating a 25% increase is needed for both to reach the $1 trillion mark [3]. - Both companies are expected to return to the $1 trillion valuation club within the next year or two [2][6]. Group 2: Taiwan Semiconductor (TSMC) - TSMC is the largest chip foundry globally, producing chips for major clients like Nvidia, Apple, and Broadcom, which allows it to maintain a neutral position in the market [4]. - TSMC is advancing its technology with the introduction of 2 nm and 1.6 nm chips, following its current 3 nm technology, which enhances its competitive edge [5]. - The CEO of TSMC expressed confidence in achieving a revenue increase of nearly mid-20s percent in U.S. dollar terms for the full year 2025, despite potential tariff uncertainties [5][6]. Group 3: Broadcom - Broadcom is developing custom AI accelerators, known as XPUs, which are alternatives to Nvidia's GPUs, targeting specific workloads and potentially capturing market share from Nvidia [7][8]. - The addressable market for Broadcom's XPUs is projected to be between $60 billion and $90 billion by 2027, with significant growth expected as new clients adopt these products [9]. - Broadcom's trailing 12-month revenue stands at $54.5 billion, and growth from the XPU segment could significantly enhance its overall revenue [9]. Group 4: Investment Opportunities - Both TSMC and Broadcom are currently viewed as attractive investment opportunities due to their lower forward price-to-earnings ratios compared to recent months [11]. - Despite Broadcom having a slightly higher premium, both companies are considered to offer great value for investors looking for long-term returns [13].