Fusion: Market Intelligence,
Topic: Supply Chain,
Topic: Networking
09.3.2026
Chinese Optical Transceiver Ban: What Procurement Should Know
Chinese suppliers hold 60% of the optical transceiver market. What the proposed FCC import ban covers, and what procurement should do now.
Fusion: Market Intelligence,
Topic: Artificial Intelligence
08.31.2026
What Procurement Teams Should Do About the AI Power Squeeze Right Now
Silicon carbide MOSFETs and PMICs now carry 20-52 week lead times, delaying AI data center power distribution units more than any GPU shortage.
Fusion: Market Intelligence,
Topic: Artificial Intelligence
08.31.2026
What Is a PMIC, and Why Is It Holding Up AI Data Centers?
What is a PMIC? See how this overlooked chip controls power in AI data centers, and why 20-40 week lead times are stalling deployments in 2026.
Fusion: Market Intelligence,
Topic: Artificial Intelligence
08.31.2026
The Real Bottleneck in AI Infrastructure Isn't the GPU
AI data centers aren't stalled by GPUs. Power management ICs and SiC MOSFETs carry 20-52 week lead times. See what's actually holding up deployment.
Fusion: Market Intelligence,
Fusion: Insights,
Fusion: The Greensheet
08.26.2026
The Greensheet | August 2026
Explore August’s Greensheet for the latest semiconductor supply trends, including MLCC shortages, memory allocation, IC price hikes, GPU constraints, and extended lead times.
Fusion: Market Intelligence,
Topic: Manufacturers,
Topic: Integrated Circuits
08.25.2026
Altera MAX 10 Decommits Are Piling Up. Here Is What We Are Hearing.
Buyers are reporting last minute decommits on Altera MAX 10. What our trading floor is hearing, and what to do if you have exposure.
Fusion: Market Intelligence,
Fusion: Insights,
Fusion: Industry Report
08.18.2026
State of the Industry Q2 2026 | The AI Power Shortage
New supply chain risk data on the 2026 AI power shortage: why semiconductor shortage pressure has moved from GPUs to power management ICs, MCUs, and SiC MOSFETs, and what it means for procurement strategy.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Supply Chain
08.6.2026
Automotive and Industrial Supply Chain Risk
LPDDR4 prices are up 70% and eMMC allocation is cut to 10-20% of requests. See what's driving the 2026 automotive memory and power semiconductor shortage.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Passives
07.31.2026
The FPGA Cliff: Why Lead Times Are Pushing Past 2027
FPGA lead times are running 40+ weeks in 2026. See why allocation is tightening and what procurement teams should do about it.
Fusion: Market Intelligence,
Fusion: Insights,
Fusion: The Greensheet
07.29.2026
The Greensheet | July 2026
Memory, storage, and IC shortages are reshaping procurement. Fusion Worldwide's Q3 2026 Greensheet tracks DDR5 pricing, SSD allocation, and lead times.