AI infrastructure demand is now creating shortages in power management chips and Baseboard Management Controllers, not just GPU/HBM. TrendForce downgraded 2026 server shipment growth from 20% to 13% due to extended lead times as manufacturers prioritize high-margin AI server products.
Infrastructure
AI now gobbling up power and management chips for servers
Power management and BMC chip shortages are now the AI infrastructure bottleneck—TrendForce slashed 2026 server growth forecasts from 20% to 13% due to extended lead times as GPU demand strains component supply chains.
Thursday, April 23, 2026 12:00 PM UTC2 MIN READSOURCE: The RegisterBY sys://pipeline
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infrastructure