$3,000 split between Nvidia, Broadcom and TSMC could be worth that much by 2030

Broadcom

Hyperscalers are increasingly turning to custom AI chips to reduce costs, and the company they frequently use to develop these chips is Broadcom. As a result, the semiconductor company has some of the best growth opportunities in the AI ​​infrastructure space. It also has high visibility given the roadmap of these design projects, forecasting that its custom chip business will double in the next fiscal year and then double again the following year to $230 billion.

Analysts currently expect the company to earn $52.15 per share in fiscal 2031 (ending October). Place a forward P/E multiple of 20 on the stock, and it would trade at $1,043 in 2030, triple its current price. Three shares would then be worth more than $3,100.

Semiconductor manufacturing in Taiwan

With sales of GPUs, custom AI accelerators and central processing units (CPUs) expected to increase in the coming year, Taiwan Semiconductor Manufacturing is poised for strong growth over the next five years and beyond. The company is the world’s largest foundry and has a near-monopoly in manufacturing the most advanced logic chips powering AI data centers. If AI spending continues to skyrocket, its stock will follow.

The farthest consensus EPS for the stock is $28.03 in 2028, but if we forecast another 25% EPS growth in 2029, 20% in 2030, and another 15% in 2031, that would bring the adjusted EPS target to around $48.35 in 2031. Place a 20x forward P/E on the stock, and it would be worth $967 in 2031. 2030, more than double its current price. Meanwhile, two shares would be worth over $1,900.

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Geoffrey Seiler holds positions within Broadcom. The Motley Fool holds positions and recommends Broadcom, Nvidia and Taiwan Semiconductor Manufacturing. The Mad Motley has a disclosure policy.

$3,000 split between Nvidia, Broadcom and TSMC could be worth that much by 2030, originally published by The Motley Fool