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MarketBeat
MarketBeat
Leo Miller

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 (NASDAQ: 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 (NASDAQ: 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 (NYSE: TSM) and Meta Platforms (NASDAQ: META). Recent announcements provide evidence that the momentum in Broadcom’s business can continue in 2026 and potentially beyond.

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