NEWS + INSIGHTS

DDR5 RDIMM supply tightens as 96GB & 128GB modules face 20+ week lead times, rising prices, and wafer trade-offs with HBM. Learn what’s driving shortages.

A 52-week lead time for a single chip. That’s the reality procurement and engineering teams are navigating today as AI acceleration continues to reshape hardware demand across industries.

Stay ahead of tightening CMOS sensor supply chains. Learn how to manage 8-month lead times, plan for industrial vs. automotive-grade sensors, and secure critical components with proactive forecasting and market insights from Fusion Worldwide.

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.