Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA's merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing another data point that leading-edge semiconductor demand remains exceptionally strong. Broadcom's opportunity comes from hyperscalers deciding that specialized workloads justify custom silicon. Meta, for example, worked with Broadcom on its Iris AI accelerator while using TSM for fabrication, according to Reuters.
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