By The Globe and Mail
Publication Date: 2026-01-14 22:47:00
Key Points
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This semiconductor company has expanded its market share in recent years thanks to its advanced technology.
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Its long-term pricing plans demonstrate a long runway of growth ahead and a sustained competitive advantage.
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The stock trades at a much more attractive value than either Nvidia or Broadcom.
All the advances in artificial intelligence (AI) over the last few years wouldn’t be possible without the efforts of a handful of semiconductor companies.
Nvidia(NASDAQ: NVDA) has been the poster child of AI stocks thanks to its market-leading position in GPUs, which provide the backbone of computing power needed for large language model training and inference. Meanwhile, Broadcom(NASDAQ: AVGO) has emerged as a key supplier to many of the largest tech companies, providing essential networking chips as well as custom AI accelerators that can perform tasks more efficiently than Nvidia’s general-purpose GPUs.
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