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.