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When the #1 Silver Producer Buys In... You Might Want to Pay Attention Global producers almost never take significant equity positions in early-stage juniors - yet one of the world's largest silver companies just acquired a 17% stake in this small cap. Moves like this often signal conviction: conviction in the asset, conviction in the team, and conviction in what future exploration may reveal. Combined with silver's accelerating price action and tightening supply, the timing becomes even more interesting. This early-stage name now controls three 100%-owned projects in Mexico's top mineral belts, including a newly acquired district-scale asset. The question for investors: what did a major see before the market did?
Further Reading from MarketBeat Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for BroadcomAuthored by Leo Miller. First Published: 1/22/2026. 
In Brief - 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, the shares are down nearly 4%. Still, Broadcom isn't alone: artificial intelligence (AI) processor stock NVIDIA (NASDAQ: NVDA) is also down about 4.5%. Broadcom's 2026 weakness comes even though other key players in the AI ecosystem are signaling momentum that could support the company's outlook. Those signals are coming from the likes of Taiwan Semiconductor Manufacturing (NYSE: TSM) and Meta Platforms (NASDAQ: META). Recent announcements suggest Broadcom's business momentum may continue through 2026 and beyond. TSMC Signals Strong AI Accelerator Demand Going Forward On September 14th, 2023, something big happened that didn't make the news. The price gap between London gold and Shanghai gold blew out to $120 an ounce. For years, that gap was a few dollars, maybe $5 or $10. A 20x jump in seconds isn't a glitch, it's the system breaking. Traders tried to buy gold in London to sell in Shanghai, but hit a wall. The London vaults were empty. Since that day, gold has hit 53 all-time highs. One stock is positioned to capture the bulk of this wealth transfer. See the full story on this opportunity now. On Jan. 15, TSMC released its latest earnings report. The most recent-quarter results were solid: revenues rose by more than 25%, noticeably above the roughly 19% growth analysts had expected. Because TSMC is a key manufacturing partner for Broadcom, robust sales at TSMC point to healthy upstream demand that should benefit Broadcom and its customers. More important, TSMC projects continued strength. For 2026 the firm anticipates sales rising close to 30%, only slightly below its 2025 growth of 31.6%. That implies ongoing strong demand from the customer base that drives Broadcom's business. Looking further ahead, TSMC also provided growth projections specific to AI accelerators — the category that includes Broadcom's XPUs as well as NVIDIA's GPUs. TSMC now expects AI-accelerator sales to grow at a compound annual rate approaching the mid-to-high 50% range from 2024 to 2029, up from prior long-term projections in the mid-40% range. That upward revision is another favorable indicator for Broadcom, suggesting AI-accelerator demand may be more durable than some had assumed. Meta Compute Benefits AVGO's Custom Chip Outlook Meta Platforms CEO Mark Zuckerberg implicitly referenced Broadcom during his Meta Compute announcement, describing the initiative as the company's plan to greatly expand its data center capacity over the coming years and decades. Within that announcement, Zuckerberg referenced Meta's "silicon program," the company's effort to design chips in-house. While neither company has publicly confirmed details, Broadcom is widely believed to be Meta's partner in developing Meta's custom chips, known as Meta Training and Inference Accelerators (MTIA). Meta's commitment to 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 44% versus GPUs. That result is impressive, but the company has only just deployed the MTIA 2i at scale, leaving room for improvements in future generations. Broadcom's largest custom-chip partner is Google's parent, Alphabet (NASDAQ: GOOGL), which recently released the seventh generation of its tensor processing unit (TPU). Goldman Sachs notes TPU v7 offers about a 70% reduction in cost per token versus TPU v6, greatly improving the economics of running AI workloads and putting it "on par" with NVIDIA's Grace Blackwell 200, according to Goldman. Those competitive economics illustrate the potential benefits Meta could capture by continuing to develop chips with Broadcom. Mentioning the silicon program within Meta Compute signals a long-term commitment to in-house chip development, which should support Broadcom's outlook if Meta's demand for custom silicon grows. That said, co-developing chips today does not guarantee the relationship will last indefinitely, although Broadcom's track record with partners like Google makes continued collaboration with Meta more likely. META's 2026 CapEx Guidance: A Potential Catalyst for AVGO Despite Broadcom's slow start to 2026, constructive developments tied to the company have not been lacking. Meta is set to report full-year 2025 results on Jan. 28, and analysts expect the company to provide its capital expenditure (CapEx) guidance for 2026 at that event. Given Meta's relationship with Broadcom, any meaningful change in Meta's planned spending could produce a sizable move in AVGO shares.
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