Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the $4 Trillion Club by 2028

Taiwan Semiconductor Manufacturing (TSMC) and Broadcom are positioned to join Alphabet in the exclusive $4 trillion market cap club by 2028-2029. Both companies are major beneficiaries of surging AI spending, with TSMC dominating logic chip fabrication and Broadcom capitalizing on custom AI chip partnerships with hyperscalers. Analysts project TSMC could reach $733 per share (71% upside) and Broadcom $638 per share (52% upside) by 2028 at a 30x P/E ratio, though the author believes Wall Street is underestimating their growth potential.