Broadcom and Taiwan Semiconductor Manufacturing have joined the $1 trillion market cap club, driven by strong momentum in artificial intelligence. Broadcom's stock soared over 40% in the first half of 2024, bolstered by analysts' upgrades, a stock split in July, and CEO Hock Tan's bullish AI outlook. TSMC surged nearly 70% in the same period, supported by robust results and increasing demand from AI innovators, including key customer Nvidia. Analysts favor both stocks, but Wall Street sees a 13% upside for TSMC compared to Broadcom's current price exceeding targets.