Harsh Chauhan, The Motley Fool
Thu, January 22, 2026 astatine 9:50 AM CST 6 min read
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Amazon's size means it isn't increasing arsenic accelerated arsenic different tech companies.
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TSMC and Broadcom, connected the different hand, are conscionable down Amazon connected the marketplace headdress database and are clocking awesome growth.
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Both these companies could beryllium worthy much than the e-commerce elephantine successful the adjacent 3 years.
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10 stocks we similar amended than Taiwan Semiconductor Manufacturing ›
Amazon (NASDAQ: AMZN) is the fifth-largest institution successful the satellite with a marketplace stock of $2.55 trillion. The tech elephantine reached this presumption acknowledgment to its ascendant stature successful the e-commerce and unreality computing markets.
However, Amazon's already immense marketplace headdress helps explicate wherefore it isn't increasing astatine eye-popping rates anymore. The company's 2025 gross is expected to leap 12% to $715 cardinal erstwhile it reports net connected Feb. 5. Analysts foretell a somewhat slower top-line summation of 11% successful 2026. A akin signifier is expected successful the company's bottommost enactment arsenic well, with analysts expecting an 11% summation successful Amazon's net successful 2026 aft a robust leap of 28% successful 2025.
This dilatory but dependable maturation explains wherefore Amazon banal hasn't been a large concern implicit the past year, rising conscionable 6% compared to the 16% appreciation successful the S&P 500 scale during the aforesaid period. On the different hand, the 2 companies trailing Amazon connected the market-cap database -- Taiwan Semiconductor Manufacturing (NYSE: TSM) and Broadcom (NASDAQ: AVGO) -- are increasing overmuch faster and person posted awesome gains successful the past year.
Let's look astatine the reasons these 2 semiconductor companies person the imaginable to overtake Amazon's marketplace headdress successful the adjacent 3 years.
TSMC is present the sixth-largest institution successful the world, with a marketplace headdress of $1.77 trillion (44% little than Amazon's). TSMC's banal terms jumped an awesome 65% implicit the past year, importantly outpacing Amazon's gains during the aforesaid period. Looking ahead, TSMC is apt to proceed outperforming Amazon owed to its stronger maturation profile.
TSMC precocious released its fourth-quarter 2025 results, ending the twelvemonth with a 36% summation successful gross to $122.4 billion. The beardown request for the chips TSMC fabricates for its diversified lawsuit basal led to higher mill utilization. A precocious utilization complaint means that TSMC's factories were churning retired chips astatine a robust pace, driven chiefly by the request for artificial quality (AI).
As a result, TSMC's factories saw debased idle time, starring to an betterment of 3.8 percent points successful its gross borderline past year. This explains wherefore TSMC's 2025 net roseate 51% to $10.65 per share. The bully portion is that TSMC expects to timepiece an yearly gross maturation complaint of 25% done 2029.

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