Digitimes November 12, 2026 By Yunnie Cheng negative

AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage

AI / LLMSemiconductorsSupply ChainData Center

At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to energy delivery. Panelists warned that power semiconductors are quickly becoming the tech sector's next critical supply chain gap as AI data centers scale to hundreds of megawatts, or even gigawatts, straining grids and power delivery architectures never built for such concentrated loads.

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AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage

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