Prediction: These two artificial intelligence (AI) semiconductor stocks will be in place in the $ 1 trillion club by the end of the year.

Only seven public companies boast market capitalization, and while writing this article, Berkshire HathawayEach of them is a technology company.

Artificial intelligence (AI) trends have provided intense tail winds for technology stocks in recent years nvidia and Meta platform Quarter club apologize,,, Microsoft,,, Amazonand alphabet.

But some powerful companies that have previously reached 13 -digit milestones have lost many evidence in recent months and have returned to that level. This group includes AI chip manufacturers, which are currently considered as a large purchase, and in 2025, the course contains a course that reaches $ 1 trillion.

1. Taiwanese semiconductor manufacturing

Third -party foundry giant Taiwanese semiconductor manufacturing (TSM 2.59%)) We specialize in the high -end chip making process that brings NVIDIA’s hardware design. LuxuryAnd many people survive. Over the past few years, TSMC has experienced new profits and profits due to the continuous demand for high -end graphics processing devices (GPUs) for use in data centers.

In the chart below, you may think that the growth rate of Taiwan’s semi should be normalized due to the steep slope of the line, but it does not happen soon.

YCHARTS’s TSM revenue (branch star) data

First of all, Apple has announced plans to invest $ 500 billion in US manufacturing and silicon engineering over the next four years. This is a big problem of TSMC because Apple uses the largest part of the manufacturing capacity in the Phoenix facility. Apple’s plan in late February includes Apple’s $ million promise.

TSMC also plans to expand its footprints in the United States. Recently, we have announced plans to spend more than $ 100 billion in chip production infrastructure. It is on a $ 65 billion building that is already ongoing. This move provides greater opportunities to develop relationships with existing domestic customers such as Taiwan’s anti -American, NVIDIA, and AMD. Qualcomm.

Wall Street appears to be very optimistic about the outlook for Taiwan’s semi -semi for the next few years, and as shown in the following analyst estimates, the Custom Silicon Solutions and Chatgpt developer OPENAI developed by the cloud hyperscalers microsoft, Alphabet and Amazon’s developer OPENAI are another large reason. That’s why.

TSM revenue estimates for YCHARTS’s current fiscal year data.

There is a reason why the demand for TSMC’s output will continue to increase in the long run between BIG TECH’s AI infrastructure investment level and the debut of the new AI chip architecture.

TSMC’s $ 91.6 billion market capitalization is about 9% dropping for billions of dollars as I write. I think that the recent sale of stocks can be tracked by continuous uncertainty of tariffs and macroeconomic prospects and extensive technical corrections. There is nothing to suggest that TSMC’s current financial photos or prospects have a problem or need to sell.

TSMC is trading 19.5’s yield (P/E) according to the three -year average. However, the company’s evaluation is closer to more transactions compared to the forward P/E trend last year.

I had the opportunity to potentially regain $ 1 trillion and to buy a fist with this shares before it became higher there.

Image Source: Getty Image.

2. Broadcom

Broadcom (AVGO -0.08%)) It offers a lot of AI -based products and services, but mainly specializes in network equipment for data centers as well as security solutions. It is also emerging as a major beneficiary as demand for custom silicone solutions increases.

When the market capitalization below is clearly displayed, Broadcom’s dip follows a short lifespan and a powerful rebound. I think Broadcom’s current sale is not a specific matter related to Broadcom’s business, but more rooted in macro concerns about the economy.

YCHARTS’s AVGO Market Market Data

In the past two years, Wall Street’s story around the AI ​​hardware space has focused mainly on the GPU designed by NVIDIA and AMD. These GPUs are still a lot of stories, but Microsoft, Amazon, Alphabet and META can spend $ 330 billion in AI infrastructure this year in their own chipware and AI data centers.

Considering Broadcom’s expertise in the network infrastructure and security protocol of the data center, I think the moment of AI spotlight finally arrived.

Broadcom CEO HOCK TAN said in an import phone call earlier this month, “Two additional HyperScalers selected Broadcom to develop customized accelerators to train the next -generation frontier model.”

Given the strong AI demand in the data center market and the important role of Broadcom, we will not worry about current volatility. We are optimistic that the company’s growth will continue to accelerate due to the increase in AI infrastructure expenditure and Broadcom’s existing interior with Big Cloud HyperScalers.

We expect Broadcom to continue to increase the trust of investors as Big Tech helps Big Tech builds AI infrastructure. For this reason, I think Broadcom will soon return to a $ 2 trillion club later.