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Broadcom Executive: Capacity Crunch Spreading from Semis to Lasers and Circuit Boards
25 Mar 2026 10:46
TSMC (TSM.US) is amid capacity bottlenecks, while a few years ago, he would have described TSMC's capacity as unlimited, said Natarajan Ramachandran, Product Sales Director for the Physical Layer Products Division at Broadcom (AVGO.US), Reuters reported.

He noted that TSMC plans to increase capacity by next year, but its capacity has already met a bottleneck, or in some sense, a blockage in the supply chain this year.

He warned that the shortage phenomenon is not limited to semiconductors but has also spread to multiple related supply chains.

Despite the presence of many suppliers in the industry today, there are indeed supply constraints in the laser field, and printed circuit boards (PCBs) have unexpectedly hit a bottleneck.
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