The creator mentions Micron will report quarterly financial results at the end of September and will cover it live for channel members.
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Should You Buy Broadcom Stock Instead of Taiwan Semiconductor Stock? | AVGO vs. TSM
Sep 2, 2026
This video compares Broadcom (AVGO) and Taiwan Semiconductor Manufacturing Company (TSM) as potential AI-driven investments. Both companies are experiencing significant sales and profit growth due to AI demand. TSM's sales have nearly doubled recently, while Broadcom's sales have also surged, partly due to the VMware acquisition. Both have seen impressive revenue proliferation since 2017. TSM is sold out for manufacturing capacity for the next few years, and Broadcom has a growing backlog. Profit margins have expanded for both, indicating robust organic demand. However, TSM's margins may flatten or decline due to geographic diversification and higher operating costs outside Taiwan. Broadcom's margins are expected to improve with VMware synergies, though a shift towards less profitable semiconductor sales could offset this. Both companies exhibit strong returns on invested capital, with TSM's being higher despite its capital-intensive nature.
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Taiwan Semiconductor Manufacturing Company (TSM) is seeing booming sales and profits from AI demand, with manufacturing capacity sold out for years, but its profit margins may decline due to geographic diversification.
Broadcom (AVGO) is experiencing booming sales and profits due to AI demand, with a significant increase in revenue and a growing backlog, though its profit margins may be impacted by a shift towards semiconductor sales.
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