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.
Key Points
- •2026 server shipment growth forecast reduced to +13% from +20%
- •AI servers prioritize shared components: PCB, CPU, PMIC, BMC
- •General server PMIC lead time: 35-40 weeks; BMC: 21-26 weeks
- •Global AI server shipments +28% YoY in 2024
- •ASIC share in AI servers adjusted to ~27%
🧠 Deep Insight
AI-generated analysis for this event — not the original article.
🔑 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
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Original source: IT之家 ↗
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