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.
14 Jan 2026 - 15:02- EquitiesImportant- Source: The Information
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