AVGO · News · 20261018N

AI Compute Supply Constraints

Broadcom Inc. · 2026-10-18 · Importance 40 · Surprise 42

Broadcom is competing with Nvidia and Apple for Taiwan Semiconductor Manufacturing Co. (TSMC) advanced-node capacity in 2026. TSMC is expanding its global manufacturing footprint to support sustained demand for high-performance-computing chips used in data-center AI workloads. Limited foundry capacity could constrain Broadcom’s ability to scale custom AI-chip shipments despite strong sector demand.