🏠IT之家•Stalecollected in 5m
TrendForce Cuts 2026 Server Growth to +13%
💡AI boom slashes server forecast 13%—secure infra components ASAP
⚡ 30-Second TL;DR
What Changed
2026 server shipment growth forecast reduced to +13% from +20%
Why It Matters
AI demand strains supply chains, delaying general server production and raising costs for non-AI infrastructure. Enterprises may face procurement challenges through 2026.
What To Do Next
Contact suppliers now to lock in PMIC and BMC orders ahead of 35-week delays.
Who should care:Enterprise & Security Teams
🧠 Deep Insight
AI-generated analysis for this event.
🔑 Enhanced Key Takeaways
- •The supply chain bottleneck is exacerbated by the high power requirements of next-generation AI GPUs, which necessitate advanced power management integrated circuits (PMICs) that are currently prioritized for high-margin AI server builds.
- •Hyperscalers are increasingly shifting capital expenditure toward custom silicon (ASICs) to mitigate reliance on standard GPU supply chains, contributing to the projected 27% ASIC market share.
- •The reduction in general-purpose server growth is partially attributed to a 'crowding out' effect where limited CoWoS (Chip-on-Wafer-on-Substrate) capacity is diverted to AI-specific high-bandwidth memory (HBM) and processor packaging.
🔮 Future ImplicationsAI analysis grounded in cited sources
General-purpose server pricing will increase in Q3 2026.
Extended lead times for critical components like PMICs and BMCs create supply scarcity that typically forces manufacturers to pass increased procurement costs to end-users.
ASIC adoption will exceed 30% by the end of 2027.
The ongoing supply constraints on standard AI GPUs are incentivizing major cloud providers to accelerate the deployment of proprietary, vertically integrated silicon solutions.
⏳ Timeline
2024-01
TrendForce reports initial surge in AI server demand driving 2024 growth projections.
2025-03
TrendForce identifies emerging supply chain constraints for key server components like PMICs.
2026-04
TrendForce officially downgrades 2026 server shipment growth forecast to +13%.
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Original source: IT之家 ↗