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08.6.2025

Enterprise Hard Disk Drives Stay Strong in 2025

Supply constraints are tightening for enterprise storage solutions. Lead times for high-capacity hard disk drives (HDDs) now stretch 3-6 months.
07.30.2025

The Greensheet: July 2025

The July edition highlights acute DDR4 shortages and AI-fueled demand surges, with ripple effects across memory, CPUs, GPUs, storage, and networking components.
07.16.2025

Why NVIDIA Jetson Orin Demand Is Reshaping Sourcing Plans

The electronic component supply chain is always moving, but few products have accelerated demand the way the NVIDIA® Jetson Orin™ series has. Lead times are stretching. Prices are shifting. And demand shows no signs of slowing.
06.30.2025

Server CPU Market Dynamics in 2025

DDR4 memory now costs more than cutting-edge DDR5 technology. This price inversion signals unprecedented changes in the server CPU market -- a perfect storm of supply shortages, technology transitions, and competitive upheaval reshaping enterprise computing.
06.25.2025

The Greensheet: June 2025

The June edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives.
06.16.2025

The DDR4 Price Spike: What’s Behind the Surge

In late May 2025, the memory market saw a sharp and sudden movement: DDR4 spot prices surged significantly.
05.28.2025

The Greensheet: May 2025

The May edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives.
05.20.2025

U.S.-China Trade Agreement: Tariff Reductions Signal New Phase in Trade Relations

The United States and China announced a substantial reduction in bilateral tariffs this week, impacting electronics manufacturers, distributors, and customers.
05.12.2025

Memory Market Shifts From Inventory to Forecasting 

Memory suppliers are making a fundamental shift from traditional inventory-based supply models to forecast-driven production
04.29.2025

The Greensheet: April 2025

The April edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives.
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