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Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
Submitted by Leo Miller. Posted: 1/22/2026.
At a Glance
- Broadcom shares are struggling to recover after a steep December drop, down meaningfully in 2026.
- However, news coming from huge players in semiconductors and AI is fueling support for the stock's outlook.
- META's soon-to-be-released CapEx guidance could result in the next significant move for AVGO shares.
After ending 2025 on a weak note, shares of semiconductor giant Broadcom (NASDAQ: AVGO) have continued to face pressure in 2026. Year-to-date, shares are down nearly 4%. Still, Broadcom isn't alone: artificial intelligence (AI) processor stock NVIDIA (NASDAQ: NVDA) is also down about 4.5%.
Broadcom's early-2026 weakness comes even as key players in the AI ecosystem are sending encouraging signals about future demand. Recent announcements from the likes of Taiwan Semiconductor Manufacturing (NYSE: TSM) and Meta Platforms (NASDAQ: META) suggest the momentum in Broadcom's business could persist through 2026 and beyond.
TSMC Signals Strong AI Accelerator Demand Going Forward
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On Jan. 15, TSMC released its latest earnings report, which showed a strong quarter. Revenues rose by more than 25%, notably above the roughly 19% growth analysts had forecast. Because TSMC is a key manufacturing partner for Broadcom, solid demand at TSMC is an indicator of upstream strength for Broadcom and its customers.
More important, TSMC's outlook remains robust. For 2026 the company sees sales rising nearly 30%, only slightly below its 2025 growth of 31.6%. That points to continued strong demand from Broadcom's customer base.
Even more encouraging for Broadcom is TSMC's long-term view for AI-accelerator revenue—the exact category that includes Broadcom's XPUs and NVIDIA's GPUs. TSMC now expects AI-accelerator sales to grow at a compound annual rate approaching the mid-to-high 50% range from 2024 to 2029, a marked increase from its previous long-term projection in the mid-40% range. That suggests AI-accelerator demand may have more durability than some had expected.
Meta Compute Benefits AVGO's Custom Chip Outlook
Meta Platforms CEO Mark Zuckerberg made a nod to Broadcom's potential role during his Meta Compute announcement, describing the initiative as the company's plan to greatly expand data center capacity over coming years and decades.
Zuckerberg referenced Meta's "silicon program," its effort to develop chips in-house. While the companies have not officially confirmed the relationship, Broadcom is widely believed to be Meta's partner in developing those in-house chips, which Meta calls its Meta Training and Inference Accelerators (MTIA).
Meta's focus on custom silicon is logical. In June 2025, Meta published a research paper on its second-generation chip, the MTIA 2i, finding that on supported models the MTIA 2i reduced total cost of ownership by 44% versus GPUs. Although promising, Meta has so far deployed only its second-generation chip at scale, leaving room for further efficiency gains in future generations.
Broadcom's largest custom chip development partner is Google's parent company, Alphabet (NASDAQ: GOOGL). Alphabet recently released the seventh edition of its tensor processing unit (TPU), and Goldman Sachs notes that TPU v7 offers about a 70% reduction in cost per token versus TPU v6—dramatically improving AI workload economics and putting it "on par" with NVIDIA's Grace Blackwell 200, according to Goldman.
Those results illustrate the potential benefits Meta could gain by continuing to develop chips with Broadcom. Mentioning its silicon program within Meta Compute signals a long-term commitment to building in-house chip capability, which should support Broadcom's custom-chip outlook.
That said, current collaboration does not guarantee future deals. Still, Broadcom's track record with Google strengthens the case for continued work with Meta.
META's 2026 CapEx Guidance: A Potential Catalyst for AVGO
Despite Broadcom's slow start to 2026, positive developments tied to the company have not been absent. Meta is set to report full-year 2025 results on Jan. 28, and analysts expect the company to publish its capital expenditure (CapEx) guidance for 2026 during the event. Given Meta's relationship with Broadcom, the firm's planned spending could move AVGO shares significantly in either direction.
Putting the pieces together, TSMC's stronger-than-expected guidance and Meta's long-term push into custom silicon are catalysts that could support Broadcom's business through 2026 and beyond—even if the stock faces near-term volatility.
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