Broadcom said it is seeing supply-chain constraints, including capacity limits at manufacturing partner TSMC, driven by surging demand for AI chips. The comment highlights strong end-market demand for AI accelerators but poses a near-term risk to chip availability and could pressure product timelines and revenue pacing across the broader tech sector.
Broadcom said it is seeing supply-chain constraints, including capacity limits at manufacturing partner TSMC, driven by surging demand for AI chips. The comment highlights strong end-market demand for AI accelerators but poses a near-term risk to chip availability and could pressure product timelines and revenue pacing across the broader tech sector.
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