Broadcom flags supply constraints, says TSMC capacity a bottleneck
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Traders placed $580M in oil bets minutes before Trump’s Iran post Trump delays strikes on Iranian power plants, says talks with Tehran "very good" Wall Street averages end more than 1% higher on Middle East de-escalation hopes Oil prices jump over 4% after Iran refutes US talks claims (South Africa Philippines Nigeria) Broadcom flags supply constraints, says TSMC capacity a bottleneck By Stock Markets Published 03/24/2026, 01:41 AM Updated 03/24/2026, 01:42 AM Broadcom flags supply constraints, says TSMC capacity a bottleneck 0 AVGO 3.86% TSM 2.80% By Wen-Yee Lee TAIPEI, March 24 - Chip designer Broadcom said it is seeing supply chain constraints, including capacity limits at its manufacturing partner TSMC , highlighting the ripple effects of soaring demand for AI chips on the broader tech industry. "We are seeing that TSMC is hitting (production capacity) limits," Natarajan Ramachandran, director of product marketing in Broadcom’s Physical Layer Products division, told reporters on Tuesday, adding he would have described TSMC’s capacity as "infinite" until a few years ago. "They will be increasing the capacity to 2027, but that has become a bottleneck, or that has kind of choked the supply chain in 2026," he said. TSMC did not immediately reply to an emailed request for comment. The Taiwanese firm, the world’s main producer of advanced AI chips, said in January that capacity was tight, as the boom in AI infrastructure buildout has soaked up much of its advanced production lines. The world’s largest contract chipmaker, whose major customers also include Nvidia and Apple - also said at the time that it was working hard to narrow the gap between supply and demand. Broadcom ’s Ramachandran said supply constraints extend beyond chips to various tech supply chains. "Even though there are multiple suppliers in the industry today ... there is definitely a supply constraint in the laser space,” he said, adding that p...
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