What could drive a rebound for Broadcom and Qualcomm in 2H 2026?

Product roadmaps and diversification into networking and connectivity could boost performance in the second half.

Are Broadcom and Qualcomm good investment opportunities after the decline?

The decline may present a long-term opportunity, but market developments and financial reports should be monitored.

AI Semiconductor Giants: Potential 2H 2026 Rebound

AI semiconductor giants Broadcom (AVGO) and Qualcomm (QCOM) experienced declines in the first half of 2026 as AI investment broadened. However, analysts anticipate a rebound in the second half, supported by strong product roadmaps and diversification.

July 8, 2026

2 min read

Source: Zacks

According to a report from Zacks, shares of AI semiconductor giants Broadcom (AVGO) and Qualcomm (QCOM) declined in the first half of 2026 as AI focus broadened beyond specialized chips. However, product roadmaps and diversification could drive a rebound in the second half.

Details

Both Broadcom and Qualcomm faced selling pressure in 1H 2026 as investor attention shifted to broader AI applications. However, each company has strong product roadmaps and diversification into areas such as networking and connectivity, which could boost performance in 2H.

Context

These expectations come amid intense competition in the semiconductor sector, particularly from NVIDIA which dominates the AI chip market. Broadcom and Qualcomm focus on specialized areas like networking and connectivity chips, giving them a competitive edge.

What This Means for Investors

Despite the challenges in 1H, the decline may present an opportunity for long-term investors. However, market developments and upcoming financial reports should be monitored to assess the rebound potential.

Frequently Asked Questions

Shares declined as AI focus broadened to other sectors, reducing interest in specialized AI chips.

Found this useful? Share it

This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.