NuAxiSemiconductor trade intelligence

Power chip shortages deepen as AI server demand and GaN battles escalate

What happened

Global power semiconductor suppliers are entering a new upcycle characterized by tightening supply and rising prices, driven by accelerating investment in AI infrastructure and electric vehicles.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

Power SemiconductorsGaN

Global Power Semiconductor Suppliers

shortageprice-hikeAI-demandGaN

Source and time

Source: DigiTimes Asia · 5/8/2026 · View original source

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Power chip shortages deepen as AI server demand and GaN battles escalate

What happened

Impact and signal

Affected components and suppliers

Source and time

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