Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom

After ending 2025 in a bad way, shares of semiconductor giant Broadcom AVGO have continued to face pressure in 2026. Year-to-date, shares are down nearly 4%. Still, it is important to note that Broadcom isn’t alone in its weakness. Artificial intelligence (AI) processor stock NVIDIA NVDA is also down 4.5%.

Broadcom’s 2026 tumble comes even though key players in the AI arena are flashing promising signals for the company’s future. These signals come from the likes of Taiwan Semiconductor Manufacturing TSM and Meta Platforms META. Recent announcements provide evidence that the momentum in Broadcom’s business can continue in 2026 and potentially beyond.

TMSC Signals Strong AI Accelerator Demand Going Forward

On Jan. 15, TSMC released its latest earnings report. The numbers for the most recent quarter were strong. Revenues rose by more than 25%, significantly better than the approximately 19% growth rate analysts forecasted. TSMC is one of Broadcom’s key manufacturing partners….