Prediction: The Best Pick-and-Shovel AI Stock of 2026 Won't Be Nvidia or Broadcom
View original at nasdaq.comPrediction: The Best Pick-and-Shovel AI Stock of 2026 Won't Be Nvidia or Broadcom Key Points Nvidia and Broadcom use TSMC's foundries for chip manufacturing, along with several other companies, including Apple, Qualcomm, and Marvell Technology…
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TSMC expects revenue to increase by more than 30% in 2026, revised from earlier forecast of close to 30%
60% confidenceTSMC could be the ultimate pick-and-shovel AI stock for 2026 and beyond due to its wider reach in AI chips than Nvidia and Broadcom
60% confidenceTSMC is expected to continue raising prices for its advanced chip nodes over the next four years
60% confidenceBroadcom sees $100 billion in AI chip revenue in fiscal 2027, up from $20 billion in fiscal 2025
60% confidenceStock Advisor's total average return is 994%, outperforming the S&P 500's 199%
60% confidenceTSMC forecasts 32% year-over-year revenue increase in Q2 2026 to $39.6 billion
60% confidenceNvidia anticipates $1 trillion in AI data center chip sales in 2026 and 2027
60% confidenceTSMC anticipates operating profit margin of 57.5% in Q2 2026 at the midpoint of guidance range
60% confidence
Data points we hold from this source
| Taiwan Semiconductor Manufacturing Company · forward earnings multiple | 25 ratio |
| Taiwan Semiconductor Manufacturing Company · net profit margin | 50.5 percent |
| Taiwan Semiconductor Manufacturing Company · eps | 3.49 USD |