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09.17.2025

Inside DDR5 RDIMM Supply: Why 96GB and 128GB Modules Are Hard to Find

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.
09.4.2025

How to Secure Xilinx FPGAs in a Tight Market

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.
09.2.2025

Proactive Planning for Tight CMOS Sensor Supply

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.
08.27.2025

The Greensheet: August 2025

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. 
08.18.2025

China’s Car Market Strain and Component Demand

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.
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.
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