Directly pointing to TSMC (TSM.US) reaching its production capacity "ceiling"! Broadcom (AVGO.US) publicly warns of a chip supply chain crisis; the AI arms race faces its biggest obstacle.

Chip design giant Broadcom (AVGO.US) recently issued a public warning that the company is currently facing supply chain constraints, with its key foundry partner, a particular exchange, experiencing especially pronounced capacity limitations. This has become a major bottleneck restricting the entire industry’s development. Meanwhile, the supply pressure on energy and raw materials caused by Middle East conflicts has added new uncertainties to the global semiconductor industry.