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Fusion: Market Intelligence, Topic: Supply Chain, Topic: Networking 09.3.2026

Chinese Optical Transceiver Ban: What Procurement Should Know

Chinese suppliers hold 60% of the optical transceiver market. What the proposed FCC import ban covers, and what procurement should do now.

Fusion: Market Intelligence, Topic: Artificial Intelligence 08.31.2026

What Procurement Teams Should Do About the AI Power Squeeze Right Now

Silicon carbide MOSFETs and PMICs now carry 20-52 week lead times, delaying AI data center power distribution units more than any GPU shortage.

Fusion: Market Intelligence, Topic: Artificial Intelligence 08.31.2026

What Is a PMIC, and Why Is It Holding Up AI Data Centers?

What is a PMIC? See how this overlooked chip controls power in AI data centers, and why 20-40 week lead times are stalling deployments in 2026.

Fusion: Market Intelligence, Topic: Artificial Intelligence 08.31.2026

The Real Bottleneck in AI Infrastructure Isn't the GPU

AI data centers aren't stalled by GPUs. Power management ICs and SiC MOSFETs carry 20-52 week lead times. See what's actually holding up deployment.

Fusion: Market Intelligence, Fusion: Insights, Fusion: Industry Report 08.18.2026

State of the Industry Q2 2026 | The AI Power Shortage

New supply chain risk data on the 2026 AI power shortage: why semiconductor shortage pressure has moved from GPUs to power management ICs, MCUs, and SiC MOSFETs, and what it means for procurement strategy.

Fusion: Market Intelligence, Fusion: Insights, Topic: Supply Chain 08.6.2026

Automotive and Industrial Supply Chain Risk

LPDDR4 prices are up 70% and eMMC allocation is cut to 10-20% of requests. See what's driving the 2026 automotive memory and power semiconductor shortage.

Fusion: Market Intelligence, Fusion: Insights, Topic: Supply Chain, Topic: Artificial Intelligence, Topic: Manufacturers 07.21.2026

Nvidia Just Cut Half Its Asia AI Chip Buyers. Here's What It Means for Your Next GPU Order.

Nvidia cut over half its approved Asian AI chip buyers. Learn how new ownership checks affect GPU sourcing, compliance, lead times, and verified supply.

Fusion: Market Intelligence, Fusion: Insights, Topic: Artificial Intelligence, Topic: Networking 07.13.2026

NIC Lead Times Just Hit 52 Weeks. What China's H200 Move Means for What's Next

Network interface card lead times just hit 52 weeks. Get Fusion's Q3 2026 market update on NIC pricing, the H200 approval, and what to source now.

Fusion: Market Intelligence, Fusion: Insights, Fusion: The Greensheet 06.24.2026

The Greensheet | June 2026

Read the June Greensheet for electronic component supply chain insights on DDR5 pricing, MLCC lead times, enterprise SSDs, HDD allocation, and TI increases.

Fusion: Company News, Fusion: Insights 06.9.2026