Broadcom flags supply constraints, says TSMC capacity a bottleneck

TAIPEI: 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.