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TSM vs Broadcom stuck between these two and looking for opinions.

P
Dec 22, 2025 · 23:08

I’ve been diving into TSMC (Taiwan Semiconductor) and Broadcom lately, and honestly, the more I look into both, the harder it gets to choose. They each have some solid advantages. On one hand, Broadcom's recent partnership with OpenAI really stood out to me, especially with their work on custom AI chips and the potential for long-term growth. On the other hand, TSMC’s position in the supply chain is almost untouchable they’ve got these deep, long-term relationships with companies like NVIDIA, Apple, and AMD. If you had to pick between the two, which one would you go for and why? Would love to hear any insights! Appreciate the feedback!