NEWS + INSIGHTS

IC and CPU Lead Times Extend: Broadcom AI/server ICs, Intel FPGAs, and TI automotive parts now face 20–24+ week lead times. Server CPUs from Intel and AMD remain tightly allocated as data center demand accelerates. 

China’s auto industry is at a critical inflection point. After years of rapid growth driven by government incentives and a surge in electric vehicle (EV) production, the market now faces a mismatch between capacity and demand.

When a leading rolling stock transportation manufacturer needed to enhance testing for open-market purchases without slowing production, they turned to Fusion Worldwide.

When a leading enterprise computing manufacturer in Asia set its sights on Europe, Fusion Worldwide delivered targeted market insights that revealed a faster, more efficient path to regional success.

When shifting market conditions threatened to slash profits for a leading European automotive manufacturer, Fusion Worldwide stepped in to turn the tide.

Supply constraints are tightening for enterprise storage solutions. Lead times for high-capacity hard disk drives (HDDs) now stretch 3-6 months.

The July edition highlights acute DDR4 shortages and AI-fueled demand surges, with ripple effects across memory, CPUs, GPUs, storage, and networking components.

The electronic component supply chain is always moving, but few products have accelerated demand the way the NVIDIA® Jetson Orin™ series has. Lead times are stretching. Prices are shifting. And demand shows no signs of slowing.

Dylan Chew brings more than 15 years of hands-on experience in franchised distribution, manufacturing, and the independent market.

DDR4 memory now costs more than cutting-edge DDR5 technology. This price inversion signals unprecedented changes in the server CPU market -- a perfect storm of supply shortages, technology transitions, and competitive upheaval reshaping enterprise computing.