Broadcom
AVGOVerifiedBroadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products that serve data center, networking, software, broadband, wireless, storage, and industrial markets. As of 2025—amid the AI boom—Broadcom is one of the largest companies globally, and could be considered part of the Big Tech group and the Magnificent Seven, replacing Tesla.
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Related Bottlenecks
CoWoS Advanced Packaging
TSMC's CoWoS packaging remains the critical bottleneck for high-end AI accelerators. Despite significant capacity expansion through 2024, the shift to next-generation architectures like NVIDIA's Blackwell (utilizing CoWoS-L) and AMD's Instinct MI325X maintains a supply-demand gap. Availability is governed by packaging throughput rather than front-end wafer fabrication.
Data Center Power
AI training and inference clusters require massive power capacity. New data centers face 2-4 year lead times for grid connections. Power availability is becoming the primary constraint on AI compute deployment, particularly for hyperscalers.