By Geoffrey Seiler
Publication Date: 2025-12-04 17:00:00
Key Points
Broadcom’s networking and virtualization businesses are growing nicely.
However, the company has a huge opportunity with its ASICs business.
The stock is attractively valued and looks well-positioned to be the top-performing chip stock next year.
- 10 stocks we like better than Broadcom ›
Chip stocks have been a driving force in the market over the past few years, largely due to the artificial intelligence (AI) infrastructure buildout. That spending is only set to ramp up next year, as cloud computing companies, AI start-ups, and other tech companies race to build out the computing power needed to run AI workloads.
While there should be multiple winners from this ongoing spending, I think the top-performing chip stock next year will be Broadcom (NASDAQ: AVGO).
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A networking and ASICs winner
Broadcom is a…
