Andrew Czuczwa
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.
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10.21.2026
Samsung pre-announces record 3Q26 operating profit of KRW 107.4T on HBM4 and memory price gains
Samsung pre-announced a record third-quarter 2026 operating profit of KRW 107.4 trillion, up 782.5% year on year, on revenue of about KRW 195T. The company attributed the result to HBM4 and memory price gains, according to TrendForce and Financial News. Reuters reports that Samsung and Micron…
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10.20.2026
Mouser begins stocking NXP Ara240 NPU
Mouser's newsroom lists NXP Ara240 NPU stocking on Oct 5. In the same week it listed a Vishay 200A 80V MOSFET module (Oct 7). The brief does not give availability, pricing or lead-time details for either product. New stocking announcements show which edge-AI and power parts are becoming available…
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10.19.2026
Market update: Texas Instruments
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Fusion: Market Intelligence,
Fusion: Industry Insider
10.19.2026
DDR3L authorized lead time reaches 39 weeks on MT41K256M16TW-107; DDR4 prices up sharply
FindChips reports a 39-week authorized lead time on Micron MT41K256M16TW-107, names the MT41K as a last-time-buy candidate, and suggests ISSI and Nanya as second sources. TrendForce reports Q1 2026 DDR4 prices up to 50% with DDR3 in tight supply; Wccftech reports DDR4 prices over 50% in Q3 2026 with
Fusion: Market Intelligence,
Fusion: Industry Insider,
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Insider Commodity: CPUs,
Insider Status: Early Signals
10.14.2026
Intel discontinues older Spartan and XC9500XL families; final orders closed June 29, 2024
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Fusion: Market Intelligence,
Fusion: Industry Insider,
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Insider Commodity: HDDs,
Insider Status: Constrained
10.8.2026
DDR3L authorized lead time reaches 39 weeks on MT41K256M16TW-107; DDR4 prices up sharply
FindChips reports a 39-week authorized lead time on Micron's DDR3L MT41K256M16TW-107 and describes the MT41K as a last-time-buy candidate. It names ISSI and Nanya as possible second sources. Pricing is moving the same way. TrendForce reported that DDR4 led legacy memory higher in Q1 2026, with…
Fusion: Market Intelligence,
Fusion: Industry Insider,
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Insider Commodity: GPUs,
Insider Status: Critical
10.8.2026
TrendForce: NOR flash prices split, with 256Mb+ parts forecast up 90-110% in 2H26
TrendForce forecasts that NOR flash pricing will split by density, with AI demand pulling high-capacity parts away from the rest of the market. Parts at 256Mb and above are expected to rise 90-110% in 2H26. Parts at 128Mb and below are forecast to rise 10-20% in 4Q26. The two forecasts cover…
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Fusion: Industry Insider,
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10.7.2026
MLCC price increases concentrate in high-capacitance and large case-size parts for AI servers
Reports describe Murata raising prices 15-35% on selected AI-server, automotive and RF MLCCs from April 2026, with Samsung Electro-Mechanics, Taiyo Yuden and Yageo/Kemet reportedly following (eeNews Europe). The 15-35% figure is secondary-sourced and unconfirmed by Murata. The pressure is…
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Fusion: Industry Insider,
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10.7.2026
Server RDIMM supply remains squeezed, with vendor offers sharply reduced
Vendor offers for server memory modules remain sharply reduced, and Baird forecasts server DDR5 up 15-20% in 4Q26 after about 20% in 3Q26. Buyers should plan purchases further ahead.
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10.6.2026
Micron reports FQ4 2026 earnings Sept 30; guidance seen as the key market signal
Micron's fiscal Q4 2026 report on Sept. 30 is being read mainly for forward guidance, especially whether Q1 FY27 revenue guidance tops $55B. Preview coverage cites fully booked 2026 HBM capacity and DRAM spot prices up 52% since January.