TSMC (TSM) can't make AI chips fast enough, according to The Information; Broadcom (AVGO) and Nvidia (NVDA) had asked for more chips in recent months, but TSM said it cannot give as much capacity as they wanted

• Last November, NVIDIA (NVDA) CEO Huang said he had come to Taiwan to ask for more chips.
• Sources note Broadcom (AVGO) repeatedly asked TSMC for additional production capacity, according to sources.
• TSMC told both it could not give them as much capacity as they wanted, according to sources.

TSMC's inability to meet the chip demands from major players like Broadcom and Nvidia highlights ongoing capacity constraints in the semiconductor sector. This could signal potential supply issues for companies relying on AI chip production, impacting their growth projections and stock performance, particularly in the context of heightened demand for AI technologies.