Analyst Predicts TSMC and Broadcom Will Join the $3 Trillion Club by 2027

Analyst
·US
Summary · why it matters

An analyst at The Motley Fool predicts that Taiwan Semiconductor Manufacturing and Broadcom will reach a $3 trillion market capitalization by 2027, joining Amazon in that valuation tier. Microsoft recently regained its position at this level and is nearly at the $4 trillion mark, while Amazon briefly entered the $3 trillion club following strong earnings but has since dropped below the threshold. TSMC, currently valued at $2.2 trillion, and Broadcom, at $2 trillion, are both benefiting from the artificial intelligence build-out, with TSMC's manufacturing dominance and Broadcom's custom AI chip business driving growth. The analyst cites TSMC's projected revenue growth of 42% in 2026 and 33% in 2027, and Broadcom's expected earnings per share of $19.49 by the end of fiscal 2027, as supporting the path to the $3 trillion milestone.

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