Prediction: The Best Pick-and-Shovel AI Stock of 2026 Won't Be Nvidia or Broadcom
View original at nasdaq.com“TSMC anticipates its operating profit margin to be 57.5% in Q2 (at the midpoint of its guidance range).”
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Nvidia anticipates $1 trillion in AI data center chip sales in 2026 and 2027
60% confidenceBroadcom sees $100 billion in AI chip revenue in fiscal 2027, up from $20 billion in fiscal 2025
60% confidenceTSMC anticipates operating profit margin of 57.5% in Q2 2026 at the midpoint of guidance range
60% confidenceTSMC expects revenue to increase by more than 30% in 2026, revised from earlier forecast of close to 30%
60% confidenceTSMC could be the ultimate pick-and-shovel AI stock for 2026 and beyond due to its wider reach in AI chips than Nvidia and Broadcom
60% confidenceStock Advisor's total average return is 994%, outperforming the S&P 500's 199%
60% confidenceTSMC forecasts 32% year-over-year revenue increase in Q2 2026 to $39.6 billion
60% confidenceTSMC is expected to continue raising prices for its advanced chip nodes over the next four years
60% confidence
Data points we hold from this source
| Taiwan Semiconductor Manufacturing Company · forward earnings multiple | 25 ratio |
| Taiwan Semiconductor Manufacturing Company · net profit margin | 50.5 percent |
| Taiwan Semiconductor Manufacturing Company · eps | 3.49 USD |