What Does Broadcom (AVGO) Face As AI Chip Supply Turns Into A Bottleneck?

Broadcom (NasdaqGS:AVGO) is competing with other AI chip clients for Taiwan Semiconductor Manufacturing Co.'s expanding advanced capacity in 2026. TSMC is reporting record profits as it scales cutting edge manufacturing for AI focused customers including Broadcom, Nvidia, and Apple. The foundry is extending its global footprint to support sustained demand for high performance computing chips used in data center AI workloads. TSMC's push to grow AI chip supply for Broadcom and peers is an important factor to weigh against the rest of our findings. We have also flagged 5 other big wins for Broadcom. For a broader read on how AI hardware demand is reshaping digital infrastructure, widen the lens beyond Broadcom with 55 AI infrastructure stocks.