TSMC will report earnings on October 15, 2026, with its CEO's commentary on AI chip demand, capacity, and advanced packaging for 2027 being crucial. Broadcom, which relies heavily on TSMC for wafer supply, expects its AI semiconductor revenue to double in 2027 and sees strong supply secured. NVIDIA also benefits from strong AI demand but has more established expectations. Investors should focus on TSMC's outlook for 2027 demand and capacity, as it will likely influence Broadcom's growth potential more than NVIDIA's in the coming months.
NVIDIA leads with a market cap of $5.65 trillion and a 1-day gain of 1.31% on Pluang as of October 5, 2026, 21:01 WIB. Broadcom follows with a market cap of $1.70 trillion and a 0.62% increase, while TSMC trades at $477.77 per share, up 1.06%. These figures set the stage for the critical October 15 earnings report from TSMC, which will impact Broadcom's growth outlook more than NVIDIA's in the near term.
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