Component shortages have gotten so bad that upstream suppliers (GPU, CPU) now ensure AI server makers have every part needed before shipping product to them “to avoid wasting bullets”, media report, as bottlenecks now include CPUs, memory, storage, high-end PCBs, power management (PMIC) chips, passive components like MLCCs (Multi-Layer Ceramic Capacitors), more. The article cites Wiwynn Chair Emily Hong saying “Right now, the AI industry doesn’t just lack power, it lacks people, capital – and most of all, materials.” Wiwynn now holds historic high NT$230 billion inventory as it works to match components. $NVIDIA(NVDA.US) $Intel(INTC.US) $AMD(AMD.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) #semiconductors #servers

Source: Dan Nystedt