AI data center boom risks squeezing power chip supplies for auto, electronics

DIGITIMESOctober 27, 2026en

The rapid expansion of AI data centers is driving demand beyond GPUs, memory chips, and advanced packaging. As power consumption in GPU clusters rises, data centers need not only more chips but also more efficient power delivery systems. Power plants and electrical grids outside data centers are also under pressure to close supply gaps, potentially tightening power semiconductor supplies and spreading shortages to other applications.

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