Key Points
Nvidia, Apple, and Alphabet currently belong to the exclusive $3 trillion market cap club, with Microsoft possibly joining depending on daily market fluctuations. Taiwan Semiconductor Manufacturing (TSMC) and Broadcom are seen as potential future members, needing to rise 71% and 89% in value, respectively, as TSMC is currently valued at $1.75 trillion and Broadcom at $1.59 trillion.
Broadcom anticipates its AI chip business will generate $100 billion in revenue by the end of 2027, with a first-quarter fiscal 2026 revenue of $8.4 billion from its semiconductor business. Analysts predict earnings per share for Broadcom to be $17.54 by the end of 2027, with potential share prices reaching $701, a 109% increase. In contrast, TSMC aims for a 25% annual growth rate but is expected to reach a $3 trillion valuation by 2028, assuming it maintains a 95% stock price rise from current levels.
