Broadcom Flags TSMC Capacity Bottleneck a matsayin AI Buƙatar Ƙarfafawa

Broadcom ya ce hauhawar buƙatun kwakwalwan AI na haifar da cikas ga samar da kayayyaki a duk faɗin fannin fasaha, tare da abokin haɗin gwiwar masana'antar TSMC na fuskantar matsalolin iya aiki da sauran sassan sassan samar da kayayyaki suma suna fuskantar matsin lamba.

A ranar 24 ga Maris, Natarajan Ramachandran, darektan tallace-tallacen samfuran na Broadcom's Physical Layer Products Division, ya ce ƙarfin TSMC ya kai iyakarsa.Ya kara da cewa 'yan shekarun da suka gabata ne, da zai kalli karfin na'urar a matsayin kusan marar iyaka.

"Za su fadada iya aiki nan da shekarar 2027, amma wannan ya riga ya zama cikas, ko kuma a kalla wani abu da ke hana samar da kayayyaki a 2026 zuwa wani lokaci," in ji shi.

TSMC, babban mai samar da kwangiloli na duniya na kwakwalwan AI na ci gaba, ya ce a cikin watan Janairu cewa karfin ya ci gaba da kasancewa yayin da karuwar saka hannun jari a cikin ababen more rayuwa na AI ke ci gaba da daukar yawancin karfin masana'anta.

Ramachandran ya ce matsalolin samar da kayayyaki ba su iyakance ga kwakwalwan kwamfuta ba kuma suna yaduwa a sassa da yawa na sarkar samar da fasahar.

"Ko da yake akwai masu samar da kayayyaki da yawa a kasuwa a yau, akwai ainihin maƙasudin wadata a cikin laser," in ji shi."Allon da'irar da aka buga, ko PCBs, suma sun fito a matsayin ƙugiyar da ba a zata ba."

Ya ce masu samar da PCB a duka Taiwan da babban yankin kasar Sin suna fuskantar iyakokin iya aiki, wanda ya haifar da tsawon lokacin jagora.

Ramachandran ya kuma ce abokan ciniki da yawa suna shiga yarjejeniya ta dogon lokaci tare da masu samar da kayayyaki don tabbatar da iya aiki na tsawon shekaru uku zuwa hudu.