NEWS + INSIGHTS

Read the May 2026 Greensheet for the latest semiconductor market intelligence, including DDR5 and DDR4 pricing volatility, Texas Instruments price increases, enterprise SSD shortages, GPU and CPU allocation updates, and electronic component lead time trends impacting global supply chains.

Intel and AMD server CPU supply is critically constrained in 2026. Distributors are fulfilling only ~40% of Intel allocations, AMD EPYC is effectively sold out through year-end, and lead times are stretching 30+ weeks. Fusion breaks down what's driving the shortage, current open-market pricing, and what buyers should do now.

Fusion Worldwide leverages Palantir's analytics platform to unify supply, demand, and pricing signals across the electronic component supply chain — helping customers source smarter and act earlier.

Zener diodes, MOSFETs, and logic ICs from Diodes Inc. are in shortage. See current lead times, price increases, and where to source inventory now.

The memory market faces volatility and pricing corrections, while supply chain disruptions impact multiple sectors. Key players navigate challenges in component availability.

Stay ahead of semiconductor shortages with Fusion Worldwide's Q1 2026 Market Intelligence & Lead Time Report — covering AI-driven supply constraints, manufacturer updates, lead time trends, and critical commodity insights across memory, storage, logic, and passives.

The AI infrastructure supply chain is constrained across nine categories simultaneously. Fusion Worldwide's Q1 2026 report maps where each stands, where allocation windows are closing, and what procurement leaders should do now.

TurboQuant sparked a market reaction suggesting AI memory demand could decline, but underlying fundamentals tell a different story. Explore what’s actually driving HBM demand, why pricing is soft, and what it means for procurement teams.

The March 2026 Greensheet examines accelerating price increases, shrinking allocations, and extended lead times across memory, CPUs, GPUs, storage, and passives as AI demand reshapes the supply landscape.

GPU shortages are driving higher prices and longer lead times in 2026. See current GPU pricing, availability, and what buyers should do to secure supply.