AI Servers Drive Analog Chip Shortages
tengyanAI · x · 2026-07-09
The post highlights supply and demand dynamics in the analog semiconductor market: lead times for certain ADI analog ICs have stretched to 6 months, overall lead times for power and analog chips are around 26-30 weeks, and prices have surged by about 30%. Furthermore, AI servers are driving up board-level power demands. MPWR is seeing above-trend demand for VRMs and server PSU revenue. Meanwhile, Japanese MLCC exports remain strong, and Samsung Electro-Mechanics' declining capex indicates a sluggish supply response.
Related event: AI Server Demand Drives Up Analog Chip Prices and Lead Times(2 posts)→
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