Broadcom sounds the alarm as chip demand is pushing TSMC to its limits

Natarajan Ramachandran TSMC is hitting production capacity limits, broadcom director of product marketing said this to reporters.

TSMC capacity plans TSMC capacity expansion plans extend through 2027, broadcom said capacity expansion plans run to 2027.

TSMC AI infrastructure buildout has absorbed much of TSMC's advanced production capacity, tSMC said in January that capacity was tight due to AI buildout.

Laser suppliers There is a constraint in the laser supply space, broadcom executive told reporters the laser space is constrained.

Printed circuit board suppliers are facing capacity limits that lengthen lead times, broadcom said Taiwanese and Chinese suppliers face capacity limits.