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Further Reading from MarketBeat.com Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for BroadcomAuthor: Leo Miller. Article Published: 1/22/2026. 
Quick Look - 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 down about 4.5%. Broadcom's decline comes even as key players in the AI ecosystem are signaling trends that could support the company's outlook. Two of those players are Taiwan Semiconductor Manufacturing (NYSE: TSM) and Meta Platforms (NASDAQ: META). Recent announcements from both firms suggest momentum in areas that matter to Broadcom could continue into 2026 and beyond. TSMC Signals Strong AI Accelerator Demand Going Forward
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Click here to get your free copy + up to $10,000 in free silver while supplies last. On Jan. 15, TSMC released its latest earnings report, which showed a strong quarter. Revenues rose by more than 25%, well ahead of the roughly 19% growth analysts had forecasted. Because TSMC is a key manufacturing partner for Broadcom, robust sales at TSMC are a useful indicator of upstream demand for Broadcom and its customers. More important, TSMC is projecting continued strength. For 2026 the company expects sales to rise close to 30%, only slightly below its 2025 growth of 31.6%. That points to sustained demand from Broadcom's customer base. Even more encouraging for Broadcom, TSMC provided specific growth projections for AI-accelerator revenues — the category that includes Broadcom's XPUs and NVIDIA's GPUs. TSMC expects AI-accelerator sales to grow at a compound annual growth rate approaching the mid-to-high 50% range from 2024 through 2029, a clear increase from its previous long-term outlook in the mid-40% range. That suggests demand for AI accelerators may have more staying power than some expected, which could benefit Broadcom. Meta Compute Benefits AVGO's Custom Chip Outlook Meta Platforms CEO Mark Zuckerberg also signaled a long-term commitment to custom silicon during his Meta Compute announcement. Zuckerberg described Meta Compute as the company's initiative to greatly expand its data center capacity over the coming years and decades. In that announcement, Zuckerberg referenced Meta's "silicon program," its effort to design chips in-house. While the companies haven't officially confirmed details, Broadcom is widely believed to be a partner in developing Meta's chips, which Meta calls 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 about 44% versus GPUs. While notable, Meta has deployed only its second-generation chip at scale so far, leaving room for further gains from future generations. Broadcom's largest custom-chip partner is Alphabet, Google's parent. Alphabet recently released the seventh generation of its tensor processing unit (TPU). Goldman Sachs notes TPU v7 delivers a roughly 70% reduction in cost per token compared with TPU v6, markedly improving the economics of AI workloads and placing it "on par" with NVIDIA's Grace Blackwell 200, according to Goldman. Those improvements highlight the potential benefits for Meta if it continues developing chips with Broadcom. Mentioning its silicon program as part of Meta Compute signals a long-term intent to advance in-house chip capabilities, which should support Broadcom's business as Meta's demand for custom chips grows. Broadcom's success working with Google also bolsters the case for continued collaboration with Meta, though partnerships can evolve over time. META's 2026 CapEx Guidance: A Potential Catalyst for AVGO Despite Broadcom's slow start to 2026, there has been encouraging news tied to the company. Meta is set to report full-year 2025 earnings on Jan. 28, and analysts expect the company to provide capital expenditure (CapEx) guidance for 2026 during that event. Given Meta's relationship with Broadcom, the firm's planned spending could be a meaningful catalyst for AVGO shares in either direction.
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