Broadcom vs TSMC (AVGO vs TSM)
Broadcom (AVGO) vs TSMC (TSM) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
Broadcom (AVGO) and TSMC (TSM) compete in semiconductors. Here are Broadcom and TSMC side by side with their real figures as of November 4, 2026: what sets them apart, which fits each kind of investor and the most common questions, without telling you whether to buy Broadcom or TSMC.
Broadcom vs TSMC: the figures
| Figure | Broadcom | TSMC |
|---|---|---|
| Share price | $325.48 (November 4, 2026) | $395.75 (November 4, 2026) |
| Market cap | $1.55 trillion | $2.05 trillion |
| P/E (TTM) | 41.6x | 25.6x |
| Forward P/E | 16.7x | 16.9x |
| Revenue growth (quarter) | +85.5% | +50.9% |
| Net margin (TTM) | 42.9% | 51.1% |
| Net debt / EBITDA | 0.7x | Net cash |
| Dividend yield | 0.78% | 0.93% |
| Beta | 1.51 | 1.23 |
Broadcom and TSMC figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that Broadcom or TSMC figure is not available, and we never estimate it.
3 key differences between Broadcom and TSMC
- Growth: Broadcom grew sales +85.5% year on year in its latest quarter, against +50.9% for TSMC.
- Valuation: Broadcom trades at 41.6x its annual earnings and TSMC at 25.6x; the market pays more for each dollar of Broadcom profit, usually because it expects more growth.
- Profitability: for every 100 of sales, TSMC keeps 51.1 as net profit and Broadcom keeps 42.9.
Broadcom or TSMC: which fits your profile
- If you want growth: Broadcom is growing faster today, so it fits better with investors who put business growth first, usually accepting a higher P/E and a bumpier ride.
- If you want income (dividends): TSMC pays the higher dividend relative to its price.
- If you prefer caution: TSMC has less debt relative to its profit, which usually gives more room in a bad year.
- If price is what matters most to you: TSMC trades on the lower P/E; check first whether that is an opportunity or a sign of a business that grows less.
Neither Broadcom nor TSMC wins on everything, and owning both is also an option: spreading money across several companies or an index fund reduces what rides on each one.
How Broadcom and TSMC make money
Broadcom (AVGO)
Broadcom has two segments. Semiconductor Solutions, the larger, sells networking chips for data centers, custom AI accelerators for big tech customers, and broadband, storage and wireless components used in smartphones. Infrastructure Software, expanded by the VMware deal, sells private cloud, mainframe and cybersecurity software to large enterprises. Full Broadcom analysis.
TSMC (TSM)
Taiwan Semiconductor Manufacturing makes chips designed by other companies, including Apple, Nvidia, AMD, Qualcomm and Broadcom, rather than selling its own branded chips. It reports sales by platform: high-performance computing, the largest, covering AI and data center chips, followed by smartphones, the internet of things and automotive. Its ADRs trade in New York. Full TSMC analysis.
Frequently asked questions: Broadcom vs TSMC
Is Broadcom or TSMC the better stock?
Choosing between Broadcom and TSMC depends on what you are looking for. Broadcom is growing faster right now, and TSMC trades on the lower P/E. Fintols does not tell you whether to buy Broadcom or TSMC: it shows you the differences so you can decide.
Which pays a higher dividend, Broadcom or TSMC?
As of November 4, 2026, TSMC yields 0.93% and Broadcom yields 0.78%. Also check how much of their profit Broadcom and TSMC pay out: if it is more than they earn, it cannot last.
Which is more expensive, Broadcom or TSMC?
On P/E, Broadcom (41.6x) is more expensive than TSMC (25.6x) as of November 4, 2026. A higher P/E can be justified if earnings grow faster, so compare it with each company's growth in the table.
Can I own both Broadcom and TSMC?
Yes. Many people spread their money across several companies, such as Broadcom and TSMC, or use index funds so they do not depend on just one. If you are starting out, decide how much you want to invest and for how long before buying Broadcom or TSMC.
More comparisons with Broadcom or TSMC
More companies like Broadcom and TSMC: semiconductors stocks. Educational content about Broadcom and TSMC, not investment advice.