---
title: "Analysts favor TSMC over Broadcom as AI boom lifts both stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288118570.md"
description: "Analysts prefer TSMC over Broadcom despite both benefiting from AI-driven revenue growth. TSMC offers a lower forward P/E of 27 compared to Broadcom's 38 and broader industry exposure, whereas Broadcom relies on fewer hyperscaler clients."
datetime: "2026-05-29T21:19:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288118570.md)
  - [en](https://longbridge.com/en/news/288118570.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288118570.md)
---

# Analysts favor TSMC over Broadcom as AI boom lifts both stocks

AI-fueled earnings: TSMC and Broadcom posted double-digit revenue growth, with AI chip demand driving record sales and margins. Valuation contrast: TSMC trades at a forward P/E of 27 versus Broadcom’s 38, offering broader market exposure at a lower multiple. Strategic positioning: Broadcom relies on a few hyperscaler clients, while TSMC serves nearly the entire advanced chip industry.

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