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Ashley Papa

11.25.2025

The Greensheet: November 2025

The latest Greensheet breaks down critical component shortages and price moves impacting global procurement: Nexperia substitution chaos, Samsung’s DDR5 price surge, Intel’s 10nm portfolio wind-down, enterprise SSD allocation to Big 7 cloud buyers, tightening RDIMM and AI-server components, and shifting GPU availability. Essential insights for sourcing leaders navigating 2025’s volatile semiconductor market.
11.20.2025

Is AI Demand a Bubble?: Inside the Foundry Split Between Analog Excess and Memory Constraints

AI demand isn’t a bubble. Learn how foundry capacity splits and structural memory constraints are reshaping semiconductor supply and procurement strategy.
11.6.2025

AI Sets the Price: Why DRAM Shortages Are Rewriting Memory Market Economics.

Semiconductor analyst Claus Aasholm breaks down the structural forces behind today’s memory squeeze and what it means for DDR4, DDR5, and HBM supply.
11.6.2025

Inside the Memory Squeeze: A conversation with Claus Aasholm, Founder of Semiconductor Business Intelligence

Semiconductor analyst Claus Aasholm joins Fusion Worldwide’s Market Research Manager, Andrew Czuczwa, to unpack the global memory squeeze—covering DRAM, HBM, and foundry capacity—and share what buyers need to know as AI infrastructure reshapes supply, pricing, and investment cycles.
11.4.2025

Beyond Gaming: How AI and Automotive Are Driving a Global GPU Sourcing Crunch

AI and automotive demand are reshaping GPU sourcing. Learn how market shifts beyond gaming are tightening supply and redefining procurement strategies.
10.29.2025

The Greensheet: October 2025

Fusion Worldwide’s Greensheet provides timely market intelligence on electronic components, highlighting shortages, price hikes, and supply chain trends shaping global sourcing.
10.21.2025

How China’s Export Controls Are Disrupting HDD Manufacturing and Supply 

China’s export rules on rare earth metals are tightening HDD supply and raising costs. Fusion Worldwide helps teams secure reliable sourcing and reduce risk.
10.15.2025

Nexperia Supply Chain Update 2025: Global Market Impact and Buyer Strategy

Global export restrictions have frozen Nexperia’s supply chain. Learn how U.S., China, and Dutch policies are reshaping semiconductor sourcing in 2025.
10.13.2025

Windows 10 Sunset: Procurement’s Next Deadline

Explore how the Windows 10 sunset will reshape global hardware demand and what procurement teams must do before support ends in October 2025.
10.3.2025

Exclusive NVIDIA Benefits Now Available to Fusion Customers in EMEA

Fusion Worldwide has achieved NVIDIA Elite Partner status for Compute and Preferred Partner for Visualization in EMEA, giving customers exclusive pricing, priority technical support, and direct collaboration opportunities. Unlock faster access to NVIDIA technology, lower costs on select products, and the confidence of sourcing from a trusted global partner.
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