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
Importance
Level 1
- 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.
#BROADCOM CORP#NVIDIA CORP#NVDA.US#AVAGO TECHNOLOGIES LTD#AVGO.US#TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY#TSM.US#TSMC#IMPORTANT#EQUITIES#EU SESSION#US SESSION#SEMICONDUCTORS#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#S&P 500 INDEX#NASDAQ 100 INDEX#BROADCOM INC#AVGO#NVDA#TAIWAN#US EQUITIES#AI