NEWS + INSIGHTS

DDR5 memory prices have quadrupled in 2026 as HBM memory demand soars. See why HBM is driving the DDR5 shortage and what buyers should do next.

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

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.

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

Explore key takeaways from COMPUTEX 2026, including AI infrastructure trends, supply chain challenges, procurement insights, and market intelligence.

Read the May 2026 Greensheet for the latest semiconductor market intelligence, including DDR5 and DDR4 pricing volatility, Texas Instruments price increases, enterprise SSD shortages, GPU and CPU allocation updates, and electronic component lead time trends impacting global supply chains.

Intel and AMD server CPU supply is critically constrained in 2026. Distributors are fulfilling only ~40% of Intel allocations, AMD EPYC is effectively sold out through year-end, and lead times are stretching 30+ weeks. Fusion breaks down what's driving the shortage, current open-market pricing, and what buyers should do now.

Fusion Worldwide leverages Palantir's analytics platform to unify supply, demand, and pricing signals across the electronic component supply chain — helping customers source smarter and act earlier.

Zener diodes, MOSFETs, and logic ICs from Diodes Inc. are in shortage. See current lead times, price increases, and where to source inventory now.

The memory market faces volatility and pricing corrections, while supply chain disruptions impact multiple sectors. Key players navigate challenges in component availability.