NEWS + INSIGHTS

TurboQuant sparked a market reaction suggesting AI memory demand could decline, but underlying fundamentals tell a different story. Explore what’s actually driving HBM demand, why pricing is soft, and what it means for procurement teams.

The March 2026 Greensheet examines accelerating price increases, shrinking allocations, and extended lead times across memory, CPUs, GPUs, storage, and passives as AI demand reshapes the supply landscape.

GPU shortages are driving higher prices and longer lead times in 2026. See current GPU pricing, availability, and what buyers should do to secure supply.

eMMC allocation is tightening as NAND flash demand rises across AI, automotive, and data centers. Learn what the shifting flash memory market signals for buyers in 2026.

Enterprise hard disk drive (HDD) supply is tightening as AI infrastructure, cloud expansion, and hyperscale storage demand accelerate. Learn what’s driving the potential HDD bottleneck and how procurement teams should respond.

Fusion Worldwide’s February 2026 Greensheet highlights structural shifts in memory pricing, AI-driven allocation, storage shortages, and raw material constraints shaping semiconductor supply chains.

AI infrastructure demand is driving a T-glass supply crunch. Explore the impact on substrates, storage, and lead times and how buyers can prepare for 2026.

DRAM and NAND supply is tightening as SK Hynix prioritizes custom HBM for Nvidia. Discover what this shift means for pricing, availability, and how procurement teams should adjust sourcing strategies before shortages deepen.

Lunar New Year 2026 runs Feb 17-24, but supply chain impact spans Feb 12-Mar 3. Learn when factories close, why pricing changes post-holiday, and how to plan ahead.

Servers are increasingly shipping without RDIMM installed. Explore the supply dynamics behind the shift and what organizations should expect next.