AI servers are in short supply
According to a report in The Register, PMICs and server management silicon (think BMCs) are now in widespread shortage as manufacturers prioritize higher-margin AI servers over conventional systems. In short: AI has made power delivery the new battleground—and it's reshaping the entire server supply chain. To meet these needs, consumer devices tend to rely on systems-on-a-chip – chips that combine processing and storage – with dynamic random access memory. A growing memory chip shortage is beginning to affect the broader tech and automotive industries, driven by surging demand for artificial intelligence infrastructure. Geopolitical risk is compounding AI-driven demand, tightening availability across PCBs, semiconductors, optics, and power components. The rapid build-out of AI data centers is consuming enormous amounts of high-end memory.
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