--- title: "Broadcom executives sound the alarm for the industry: TSMC's capacity is nearing its limit, and the AI chip supply chain is facing bottlenecks" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/280406593.md" description: "Broadcom executives warned that TSMC's production capacity is nearing its limit, leading to bottlenecks in the AI chip supply chain. Although TSMC plans to increase capacity before 2027, it is expected to impact the supply chain before 2026. Customers are signing long-term agreements with suppliers to ensure capacity commitments. TSMC is the world's largest chip foundry, producing about 90% of advanced chips, with major clients including Nvidia and Apple. With tight capacity, TSMC and Samsung are adjusting contracts to cope with market fluctuations" datetime: "2026-03-25T03:35:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280406593.md) - [en](https://longbridge.com/en/news/280406593.md) - [zh-HK](https://longbridge.com/zh-HK/news/280406593.md) --- > 支持的语言: [English](https://longbridge.com/en/news/280406593.md) | [繁體中文](https://longbridge.com/zh-HK/news/280406593.md) # Broadcom executives sound the alarm for the industry: TSMC's capacity is nearing its limit, and the AI chip supply chain is facing bottlenecks According to reports, a senior executive from Broadcom (AVGO.US) stated that its manufacturing partner Taiwan Semiconductor (TSM.US) is nearing its capacity limits, and the entire industry is facing broader supply chain constraints amid a surge in demand for artificial intelligence chips. "We see that Taiwan Semiconductor's capacity has reached its limit," said Natarajan Ramachandran, Director of Product Marketing for Broadcom's Physical Layer Products Division, to reporters on Tuesday. "They will increase capacity before 2027, but this has already become a bottleneck, or rather, it has hindered the supply chain as of 2026," he added. Ramachandran pointed out that despite having multiple suppliers in the laser field, supply constraints still exist, and printed circuit boards have become an "unexpected" bottleneck, leading to extended delivery times. He noted that many customers are signing long-term agreements with suppliers to ensure capacity commitments for up to 3-4 years. Taiwan Semiconductor is the world's largest chip foundry, producing about 90% of the world's advanced chips. Its major clients include Nvidia and Apple (AAPL.US). In January, Taiwan Semiconductor stated that the negotiation cycle with customers is at least 2-3 years in advance. Its CEO, C.C. Wei, mentioned that capacity is "very tight," and the company is accelerating capacity expansion in Taiwan and Arizona to meet the demand for artificial intelligence. "We have been working hard to close the gap so far," he added. "This year and next year, we may have to make greater efforts to further close the gap." Samsung's co-CEO Jun Young-hyun recently stated that the company is working with major customers to shift current quarterly or annual contracts to 3-5 year contracts, as this will balance the peaks and troughs of this volatile industry ### 相关股票 - [Direxion Daily AVGO Bull 2X Shares (AVL.US)](https://longbridge.com/zh-CN/quote/AVL.US.md) - [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [ISHRS S&P Glb It (IXN.US)](https://longbridge.com/zh-CN/quote/IXN.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [Direxion Daily TSM Bull 2X Shares (TSMX.US)](https://longbridge.com/zh-CN/quote/TSMX.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) ## 相关资讯与研究 - [TSMC Unit Buys Corporate Bonds Worth $112 Million](https://longbridge.com/zh-CN/news/280097365.md) - [UPS opens $100 million Taiwan logistics hub to meet tech boom demand](https://longbridge.com/zh-CN/news/280448017.md) - [OpenClaw demand in China is driving up the price of used MacBooks](https://longbridge.com/zh-CN/news/279772873.md) - [TSMC February 2026; Jonathan Lee stake rises to 486,022 shares, B.Z. Tien holding jumps to 5,051 shares](https://longbridge.com/zh-CN/news/280453283.md) - [TSMC's 2nm Capacity Crunch Forces Nvidia to Rethink Feynman AI Platform](https://longbridge.com/zh-CN/news/280109390.md)