Nvidia’s AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
By Siu Han, Taipei Publication Date: 2026-06-10 08:00:00 Memory shortages tied to Nvidia’s next wave of AI hardware are expected…
Tag: squeeze
![[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze](https://i1.wp.com/img.trendforce.com/blog/wp-content/uploads/2026/03/24164807/Broadcom-Booth-624x415.jpg?ssl=1 "[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze")
[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze
By TrendForce Publication Date: 2026-03-24 16:48:00 While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation…
Cisco’s Wi-Fi 7 Lead Meets AI Driven Memory Squeeze Risks
By Simply Wall St Publication Date: 2026-03-14 22:19:00 Cisco Systems (NasdaqGS:CSCO) is taking an early lead in Wi-Fi 7, with…
HPE Stock Ticks Up: CEO Says Networking Segment ‘More Insulated’ From Memory Supply Squeeze
By Yuvraj Malik Publication Date: 2026-03-10 04:08:00 HPE’s Networking segment sales increased 152% in the latest quarter. Network equipment is…
Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips
By Khadija Saeed Publication Date: 2026-02-14 15:36:00 New York, Feb 14, 2026, 10:03 EST — Market closed. Broadcom finished Friday…
Cisco sales rise but memory costs squeeze margins
By Katherine Hamilton Publication Date: 2026-02-11 23:33:00 The company posted a second-quarter profit of $3.18 billion, up from $2.43 billion…
How Capex Ramp Up Will Squeeze Google, Amazon, Meta
By Martin Peers Publication Date: 2026-02-07 18:00:00 Big tech’s dramatic ramp-up in projected capital expenditures this year will all but…
Elon Musk accused of making up math to squeeze $134B from OpenAI, Microsoft
By Ashley Belanger Publication Date: 2026-01-19 19:04:00 Only Musk’s contributions counted Wazzan is “a financial economist with decades of professional…
TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges
By Dev Kundaliya Publication Date: 2026-01-19 00:00:00 Intel re-emerges as alternative supplier Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest…
CISPE claims European Commission gave Broadcom a ‘blank cheque to raise prices, lock-in, and squeeze customers’ with VMware deal
A trade body representing European cloud providers is continuing its fight against Broadcom’s acquisition of VMware. Cloud Infrastructure Services Providers…