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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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,
Do Not Show,
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…
Fusion: Market Intelligence,
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…
Fusion: Market Intelligence,
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.
Fusion: Market Intelligence,
Fusion: Industry Insider,
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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.
Fusion: Market Intelligence,
Fusion: Insights,
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Topic: Quality
10.2.2026
Sony Image Sensor Lead Times Hit 10-20 Weeks After Quake
Fusion's lead-time tracking puts Sony image-sensor lead times at 10-20 weeks, a delayed downstream effect of the July 28, 2026 Kumamoto earthquake. Here is what buyers should know and how to plan around it.
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,
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: Industry Insider,
Do Not Show,
Insider Commodity: CPUs,
Insider Status: Constrained
07.28.2026
Mandar's test #2
Meta description!!
Fusion: Industry Insider,
Do Not Show,
Insider Commodity: Memory,
Insider Status: Stable
07.28.2026
Mandar Industry Insider Test
Lets test if this meta description is displayed on front end.