Are AVGO and TSM correlated?

AVGO and TSM have a 252-day pairwise correlation of 0.63 (moderate). Values above 0.6 indicate the two stocks tend to move together as part of the same capital flow; below 0.4 they're largely independent.

Do AVGO and TSM share any ETFs?

Yes - 2 ETFs hold both AVGO and TSM, including SMH, SOXX.

Which bubbles or themes do AVGO and TSM share?

AVGO and TSM share these AI-supercycle groupings: AI Compute Accelerators (bubble).

Stock comparison

AVGO vs TSM

Broadcom Inc. and Taiwan Semiconductor Manufacturing Co. - both members of AI Compute Accelerators.

AVGOUS

Broadcom Inc.

Last close: $293.69
Market cap: $1.40T
Sector: Information Technology
30d return: -16.8%
90d return: -20.5%
252d return: -

TSMUS

Taiwan Semiconductor Manufacturing Co.

Last close: $375.44
Market cap: $1.95T
Sector: Information Technology
30d return: -16.7%
90d return: -15.5%
252d return: -

252-day correlation

0.63moderate

Pearson correlation of daily log-returns over the last 252 trading days. >0.6 = tight (move as one bloc); 0.4-0.6 = thematic linkage;<0.4 = largely independent. See the full matrix.

Shared context

Bubbles

AI Compute Accelerators

ETFs (2)

SMH SOXX

Want the full picture? AVGO stock page · TSM stock page · full correlation matrix

Data refreshes daily. Last close 2026-11-08.