The Greensheet: August 2025

Key Themes

• 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. 
• Memory Prices and Allocation Strain: DDR4/DDR5 RDIMM demand continues to outpace supply, driving stepwise price increases. SSD suppliers are raising prices 5–12%, while LPDDR and eMMC allocations are pushed into 2026. 
• Tariffs Reshape Global Sourcing: New US tariffs on Asian semiconductors and China chip levies are adding cost pressure. Manufacturers are weighing US production shifts to mitigate long-term risk.

Product Updates

Integrated Circuits

Supply Constraints and Market Shifts

• Broadcom AI / Server application products are experiencing unstable lead times and tight allocation.  
• Altera (Intel) orders are undergoing data migration, leading to minor price fluctuations and potential lead time delays.  On top of this, due to limited production capacity at the assembly and testing house, lead times for FPGAs Cyclone® 10 GX, Arria® II/V/10, and Stratix® III/IV/V families have extended to 24 weeks. 
• Texas Instruments (TI) demand remains high globally following a recent price adjustment, with lead times for most automotive components now exceeding 20 weeks.  
• Texas Instruments (TI) mid-August price increment will be targeting a huge profile of MPNs (60,000+ models) across industrial and automotive applications, as TI starts to push newer models in favor of older models.
  

CPUs

Pricing Trends and Supply Constraints

• Intel 4th Gen Sapphire and 5th Gen Emerald Rapids server CPUs are in tight supply due to high demand from data center builds. 
• Intel Gen 13 mobile CPUs show improving availability, with a stable supply for select entry-level desktop SKUs. 
• Intel I5 desktop CPUs remain constrained, with limited allocation expected to persist through end-August. 
• AMD Ryzen 8000 series continues to face extremely limited availability.  
• AMD Turin and Genoa server CPUs demand is increasing, driven by strong EU/US demand for high-core-count processors. Expect longer lead times.

GPUs

Shifting Availability and Lifecycle Changes

• GDDR6 supply remains tight, with lead times currently around 6–8 weeks. This is driven by AI-adjacent and high-performance graphics, contributing to longer lead times on select GPUs and accelerator boards that depend on specific GDDR6 speed grades and densities.  
• Nvidia plans to announce end-of-life (EOL) for select Ada Lovelace series GPUs in 2H 2026.  
• Nvidia Blackwell 200/4000/5000 series is experiencing longer-than-expected lead times, with distribution delayed until September or later. 

Networking Cards

Persistent Shortages

• Mellanox CX7 cards are facing delivery delays and extended lead times due to ongoing IC shortages and backlog.

Memory

Production Restart and Capacity Challenges

• The three major DDR4 manufacturers have not committed to resuming mass production, but long-term support for industries like automotive and aerospace is expected to continue, albeit with extended lead times.
• LPDDR and eMMC are facing tighter allocation and decommitments, with availability pushed to Q1 2026.

RDIMM

Long-Term Support with Tight Allocation Ahead

• DDR4 RDIMM demand remains elevated against tight supply, and prices for 16/32/64GB modules are rising in clear, stepwise increments across both spot and contract. Manufacturers are prioritizing strategic accounts, while distributors receive constrained, pre-allocated allotments that leave little to no free-to-sell inventory. 
• DDR5 128 & 256 GB modules are seeing tight supply till the end of 2025 
• Hynix DDR5 96GB 6400 lead time is 2-3 months

SSD

Capacity Shortages and Manufacturer Price Moves

• Demand for high-capacity enterprise SSDs is expected to increase in Q3 due to shortages. 
• Low-capacity SSDs are seeing increased pricing due to constrained NAND allocations, disciplined output from manufacturers, and a demand shift toward enterprise and OEM programs that reduce open-market availability. 
• Kioxia SSDs are projected to see a 10–12% price increase in Q4.  
• SSD manufacturers have raised quarterly pricing by 5–10% across various densities.

HDD

Tight Supply for High-Capacity SKUs and Extended Lead Times

• Seagate HDDs, especially 16TB, are in short supply. 
• 1TB and 8TB HDDs from SEAGATE, WD, and Toshiba are also constrained.  
• WD 1TB and 2TB HDDs now have lead times extended to 22 weeks. Broadly, HDD supply issues persist across most manufacturers and capacity tiers.

Passives

Extended Lead Times and Allocation 

• Samsung, Murata, and Taiyo Yuden MLCCs may face supply issues in Q3. 
• Tantalum capacitors are seeing lead times stretch to 24–28 weeks. 
• Panasonic capacitors currently have lead times of 16–18 weeks.

Supply Chain Trends  

• 100% Tariffs reshaping supply chain: Global supply chains could be disrupted by US tariffs on Asian semiconductors, pushing major chipmakers to move production to the US to avoid heavy costs. 
• Nvidia and AMD to pay 15% of China chip sale revenue to the US: Analysts said the levy may hit margins at the chipmakers and set a precedent to tax critical US exports, potentially extending beyond semiconductors.

Manufacturer News & Updates  

• SK Hynix: Forecasts that the market for custom HBM memory chips designed for artificial intelligence will grow 30% a year until 2030. Source: Reuters 
• Nvidia: Developing a new AI chip for the Chinese market that surpasses the H20 in performance. However, it is expected to deliver only about half the raw computing power of the dual-die configuration found in Nvidia’s flagship B300 accelerator.
  Source: Economictimes

You’ve Got Access. Now Use It
Your Fusion Account unlocks real-time pricing and availability across thousands of components.
Start browsing.