NEWS + INSIGHTS

IC and CPU Lead Times Extend: Broadcom AI/server ICs, Intel FPGAs, and TI automotive parts now face 20–24+ week lead times. Server CPUs from Intel and AMD remain tightly allocated as data center demand accelerates. 

China’s auto industry is at a critical inflection point. After years of rapid growth driven by government incentives and a surge in electric vehicle (EV) production, the market now faces a mismatch between capacity and demand.

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

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

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.

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.

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

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

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

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