Andrew joined Fusion Worldwide in 2020 as an Account Executive before moving into his current role as Head of Market Research in 2025. He leads the company's market research function, providing data-driven insights on supply-and-demand dynamics, pricing, lead times, and emerging technologies in the global electronic components market.
MLCC supply is tightening as AI, automotive, telecom, and industrial demand pressure ceramic capacitor lead times, pricing, alternates, and availability.
SK Hynix's Cheongju fab was sold out before the fires started. Three incidents in three weeks. Here is what it means for HBM3E, DDR5, and your supply chain.
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.