Broadcom warns TSMC capacity limits are constraining AI chip supply

On March 24, 2026, a Broadcom director of product marketing told Reuters that TSMC capacity has become a bottleneck for AI chip supply in 2026, and that shortages extend to lasers and optical circuit boards. Lead times for some optical transceiver circuit boards reportedly stretched from about six weeks to six months. For a trader this matters because supply, not demand, may cap AI revenue in 2026, and the warning is about manufacturing rather than customers.

• Broadcom says TSMC capacity is a bottleneck for AI chip supply in 2026
• Shortages also reported in lasers and optical circuit boards
• Reported PCB lead times for optical transceivers: about six weeks to six months