Why is Broadcom warning of tighter supply in AI hardware?

The rapid expansion of artificial intelligence infrastructure is beginning to test the limits of the global semiconductor ecosystem, with Broadcom pointing to growing constraints across key supply chains. The company said pressure at Taiwan Semiconductor Manufacturing Company is now affecting production timelines, while shortages are also emerging in other critical components. The situation reflects how demand for AI chips has accelerated faster than expected, absorbing available capacity and forcing companies to rethink how they secure supply. It also highlights a broader shift in procurement strategies as firms seek to manage risks tied to tight production cycles. TSMC capacity tightens Broadcom said, reports Reuters, its manufacturing partner, Taiwan Semiconductor Manufacturing Company, is approaching production limits as demand for advanced chips linked...