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Broadcom Share: Capacity Limits Slow Ai Growth (Financial Trends)
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The AI boom is running at full speed, but the supply chain is not keeping pace. Broadcom is facing a growing order backlog, while its main manufacturing partner TSMC is reaching its capacity limits. According to its own information, the company has secured production capacity by 2028, but the structural bottleneck situation remains a risk for the ambitious growth target. AI revenue doubles — Network segment in focus The figures for the first qua…
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