TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, has told key customers it cannot meet all of their growing demand for advanced AI processors.
According to The Information, the company has informed Nvidia and Broadcom that production capacity at its most advanced manufacturing nodes is increasingly constrained, as demand for AI chips continues to accelerate.
The development signals mounting pressure on the global semiconductor supply chain, where cutting-edge manufacturing capacity is finite and competition among customers is intensifying.
TSMC has long been regarded as the industry’s most important gatekeeper, producing the world’s most advanced chips for companies with leading designs.
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TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges, source
