Broadcom reports TSMC capacity limits and supply shortages
Broadcom reports that TSMC capacity limits and PCB shortages are straining tech supply chains. Many customers are signing long-term deals to secure supply.
Xurve View
洞察:
Xurve View
The chip designer Broadcom Inc. has identified significant supply chain constraints, citing manufacturing partner TSMC as a primary bottleneck amid the global surge in artificial intelligence demand. This capacity crunch is creating ripple effects across the broader technology industry as infrastructure buildouts accelerate.
We are seeing that TSMC is hitting limits, Natarajan Ramachandran, director of product marketing in Broadcom’s Physical Layer Products division, told reporters on Tuesday.
