NEWS + INSIGHTS

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.

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.

The January 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.

The December Greensheet provides market intelligence on electronic components, analyzing AI-driven demand, memory and storage constraints, pricing trends, lead times, and global supply chain shifts.

The latest Greensheet breaks down critical component shortages and price moves impacting global procurement: Nexperia substitution chaos, Samsung’s DDR5 price surge, Intel’s 10nm portfolio wind-down, enterprise SSD allocation to Big 7 cloud buyers, tightening RDIMM and AI-server components, and shifting GPU availability. Essential insights for sourcing leaders navigating 2025’s volatile semiconductor market.

Fusion Worldwide’s Greensheet provides timely market intelligence on electronic components, highlighting shortages, price hikes, and supply chain trends shaping global sourcing.

Fusion Worldwide’s Greensheet provides timely market intelligence on electronic components, highlighting shortages, price hikes, and supply chain trends shaping global sourcing.

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. 

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

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