--- title: "The Greensheet: January 2026" description: 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. image: https://info.fusionww.com/hubfs/BP%20EM%20-%20GS%20January%2026.png --- - [TWITTER](https://twitter.com/FusionFirst) - [LINKEDIN](https://www.linkedin.com/company/fusion-worldwide) - [FACEBOOK](https://www.facebook.com/FusionSourcing) - [INSTAGRAM](https://www.instagram.com/fusionsourcing/) [![Fusion Worldwide Logo](https://info.fusionww.com/hubfs/raw_assets/public/FusionWorldwide_August2020/images/logo-green-white.svg "Fusion Worldwide Logo")](https://www.fusionww.com/) [Search](https://info.fusionww.com/blog/the-greensheet-january-2026#) Close Close - SEARCH BY PART name, number or keyword Submit 01.28.2026 # The Greensheet: January 2026 [ Ashley Papa ](https://info.fusionww.com/blog/author/ashley-papa) ## Key Themes - [DDR5 RDIMM Enters a Hyperinflation Phase:](https://www.fusionww.com/insights/blog/inside-ddr5-rdimm-supply-why-96gb-and-128gb-modules-are-hard-to-find) DDR5 RDIMM pricing has surged to unprecedented levels. 64GB modules now trade above $1,500, and 96GB units exceed $3,200, with weekly price resets becoming standard. Samsung, SK Hynix, and Micron are allocating over 75% of output directly to hyperscalers, leaving traditional OEMs and distributors scrambling in a seller’s market with NCNR terms and no visibility beyond Q1. - [Automotive DRAM Chip Supply Tightens as AI Allocation Accelerates:](https://www.fusionww.com/insights/blog/will-dram-shortages-threaten-automotive-production-in-2026)Micron, SK Hynix, and Samsung are devoting most of their resources to AI and server-class HBM and DRAM. AI-driven demand far exceeds current capacity, pushing automotive-critical DRAM further down allocation priorities through 2026. Automotive OEMs are already entering the market early to secure buffer supply. - [Nexperia Fragmentation Deepens](https://www.fusionww.com/insights/blog/nexperia-supply-chain-update-2025-global-market-impact-and-buyer-strategy)[: ](https://www.fusionww.com/insights/blog/nexperia-supply-chain-update-2025-global-market-impact-and-buyer-strategy)While limited domestic shipments from Nexperia China have resumed under yuan-based transactions, global OEMs, including automotive Tier 1s, are permanently qualifying On Semi, Diodes Inc., and Infineon as replacements. Authenticity concerns persist for parts produced after October 2025, and Malaysia-based production remains unreliable, with many high-runners still facing lead times into 2027. A hearing began on 1/14 in the Netherlands, and so far there appears to be no clear compromise or resolution. - **Intel’s 10nm Portfolio Becoming Less Viable****:** Intel is enforcing double-digit price hikes across its entire 10nm CPU stack (12th–14th Gen desktop, mobile, and server) effective Q2 2026, citing unsustainable economics. Small-core CPUs (N97, N305, N355) remain in short supply, with allocations being decommitted as far out as March 2026. Customers report Intel is now demanding 6-month forecasts just to secure minimal volumes. - [SSD & HDD Allocation Collapses for Non-Hyperscalers](https://www.fusionww.com/insights/blog/enterprise-ssd-supply-what-buyers-need-to-know)[:](https://www.fusionww.com/insights/blog/enterprise-ssd-supply-what-buyers-need-to-know) Enterprise SSDs from Solidigm, Samsung, and Kioxia are now effectively reserved for top customers. Channel partners receive <30% allocation and face 20–70% Q1 price hikes. Similarly, 20TB+ HDDs from Seagate and WD are backlogged into mid-2026, while low-capacity drives (1–2TB) are being phased out entirely to force upgrades. ## Product Updates ## [Integrated Circuits](https://www.fusionww.com/shop/catalog/1004/integrated-circuits-ics) *Supply Constraints and Market Shifts* - ADI implements 15% portfolio-wide price increase effective February 1, 2026, with military-grade MPNs seeing ~30% hikes. Lead times for key op-amps (e.g., OPA series) now exceed 40 weeks due to backend capacity limits and substrate shortages. - TI signals significant price increases for new lead-time orders in Q1 2026, per multiple specialist vendors. Customers are rushing to lock in 2025 pricing before formal notices drop. - Marvell and Realtek extend lead times to 32–52 weeks as TSMC redirects wafer capacity to AI memory. Mid-and low-end Ethernet switch ICs (e.g., [88E6320](https://www.fusionww.com/shop/product/4198451/88E6320-A0-NAZ2C000)) are especially impacted. - Sony industrial sensor ICs face decommits through Q1 due to end-of-fiscal-year demand surges in Japan, disrupting dashcam and machine vision builds. ## [CPUs ](https://www.fusionww.com/shop/catalog/1205/cpus) *Pricing Trends and Supply Constraints* - Intel confirms 10–15% price hikes on Server CPUs in Q2 2026, driven by AI business prioritization.[ SRV5F](https://www.fusionww.com/shop/product/4288323/PK8072006269900) and SRWPD SKUs are in extreme shortage, with lead times stretching into April. - AMD sells out all server CPU capacity through 2026, with [Genoa/Turin](https://www.fusionww.com/shop/catalog/1205/cpus?manufacturers=8&Core+Family=Genoa%3A%3BTurin) lead times at 24+ weeks. Cloud providers are absorbing nearly all output; channel customers report zero allocation guarantees. - [Intel Alder Lake-N series](https://www.fusionww.com/shop/catalog/1205/cpus?manufacturers=70&Core+Family=Alder+Lake&Series=N-Series) ([N97](https://www.fusionww.com/shop/product/4260030/FJ8071504742034), [N305](https://www.fusionww.com/shop/product/4260078/FJ8071504742028), etc.) remains critically constrained, with March 2026 allocations already decommitted. Intel is deprioritizing low-margin SKUs to focus on Panther Lake/18A AI PC ramp. ## [GPUs](https://www.fusionww.com/shop/catalog/1206/gpus) *Shifting Availability and Lifecycle Changes* - [NVIDIA RTX 5090](https://www.fusionww.com/shop/catalog/1206/gpus?manufacturers=225&Series=RTX+5090) production remains minimal until April 2026 due to GDDR7 shortages. Spot prices have surged, and Nvidia is not accepting new POs. - [NVIDIA RTX PRO Ada](https://www.fusionww.com/shop/catalog/1206/gpus?manufacturers=225&Series=RTX+PRO+2000%3A%3BRTX+PRO+4000%3A%3BRTX+PRO+4500%3A%3BRTX+PRO+5000%3A%3BRTX+PRO+6000) workstation GPUs face lead times of 8–12 weeks as Nvidia prioritizes Blackwell B-series and RTX 6000 for AI deployments. ## [Networking](https://www.fusionww.com/shop/catalog/1337/networking) *Ongoing Shortages and Regional Policy Disruptions* - Nvidia bundles CX8 NICs exclusively with GB-series GPUs, making standalone purchases nearly impossible. MCCX-7 availability remains erratic despite prior improvement signals. ## [Memory](https://www.fusionww.com/shop/catalog/1199/memory) *Production Restart and Capacity Challenges* - Samsung hikes DDR5 contract prices by up to 60%, forcing customers into weekly, non-negotiable NCNR agreements. [32GB](https://www.fusionww.com/shop/catalog/1208/memory-modules?manufacturers=141&Density=32GB) / [64GB](https://www.fusionww.com/shop/catalog/1208/memory-modules?Density=64GB&manufacturers=141) / [96GB](https://www.fusionww.com/shop/catalog/1208/memory-modules?manufacturers=141&Density=96GB) and [128GB](https://www.fusionww.com/shop/catalog/1208/memory-modules?manufacturers=141&Density=128GB) modules are now quoted daily, with prices rising 5–10% week-over-week. - [LPDDR4/5 ](https://www.fusionww.com/shop/catalog/1199/memory?manufacturers=141&Memory+Technology=LPDDR4%3A%3BLPDDR5)and eMMC supply collapses for automotive. Wafer capacity is being reallocated to HBM/DDR5 for AI. [Automotive-grade memory prices have surged](https://www.fusionww.com/insights/blog/will-dram-shortages-threaten-automotive-production-in-2026), with brokers holding the only viable spot stock. eMMC allocation covers only ~15% of orders, with Q4 2025 seeing 20–30% price hikes on 4–8GB modules. ## [RDIMM](http://fusionww.com/shop/catalog/1208/memory-modules) *Long-Term Support with Tight Allocation Ahead* - Module suppliers require acceptance within 30 days of PO or risk losing allocation, highlighting extreme volatility. Daily pricing is now standard practice. - AI server demand drives an acute shortage of [96GB/128GB modules](https://www.fusionww.com/shop/catalog/1208/memory-modules?Density=96GB%3A%3B128GB). Samsung’s 96GB (Q-die) is slightly available, but [128GB ](https://www.fusionww.com/shop/catalog/1208/memory-modules?Density=128GB&manufacturers=141)remains extremely tight due to shared die constraints. - DDR5 fulfillment rates plummet with Q1 pricing expected to rise 50–70%. Lead Times for new orders are on average 54+ weeks. ## [SSD](https://www.fusionww.com/shop/catalog/1236/solid-state-drives) *Capacity Shortages and Manufacturer Price Moves* - Solidigm, Samsung, and Micron hike Q1 SSD prices by 20–70%, with enterprise SKUs like 7.68TB NVMe trading above $1,500. Allocation is restricted to hyperscalers. - Kioxia BG6 NVMe SSDs are nearly unobtainable, [signaling emerging NAND flash shortages.](https://www.fusionww.com/insights/blog/nand-supply-tightens) Samsung halts distributor sales of SATA SSDs entirely in January. As Memory manufacturers focus on keeping DRAM and HBM production high, NAND production has fallen. ## [HDD](https://www.fusionww.com/shop/catalog/1235/hard-disk-drives) Tight Supply for High-Capacity SKUs and Extended Lead Times - Toshiba is unable to support 20TB+ models (e.g., [MG10ACA20TE)](https://www.fusionww.com/shop/product/4260268/MG10ACA20TE); lead times for [10–24TB drives](https://www.fusionww.com/shop/catalog/1242/server-hard-disk-drives?manufacturers=182&Storage+Capacity=10TB%3A%3B12TB%3A%3B14TB%3A%3B16TB%3A%3B18TB%3A%3B20TB%3A%3B22TB%3A%3B24TB) stretch into Q2 2026. Backorder pricing is not being honored. - Seagate raises prices “almost daily” on low-capacity SKUs, releasing allocations in shrinking batches. 1TB drives are effectively EOL. - Even major CSPs report HDD shortages for[ 16–24TB capacities](https://www.fusionww.com/shop/catalog/1242/server-hard-disk-drives?Storage+Capacity=16TB%3A%3B18TB%3A%3B20TB%3A%3B22TB%3A%3B24TB), with Toshiba excluded from most qualified vendor lists. ## [Passives](https://www.fusionww.com/shop/catalog/1006/passive-components) *Extended Lead Times and Allocation* - Panasonic announces significant Q1 2026 price hikes on tantalum capacitors, with full capacity booked through the quarter. Lead times now exceed 40 weeks. - MLCCs from [Samsung,](https://www.fusionww.com/shop/catalog/1172/ceramic-capacitors?manufacturers=141) [Murata,](https://www.fusionww.com/shop/catalog/1172/ceramic-capacitors?manufacturers=105) and [Taiyo Yuden ](https://www.fusionww.com/shop/catalog/1172/ceramic-capacitors?manufacturers=155)remain at 24–28 weeks, exacerbated by upstream shortages of low-Dk fiberglass and HVLP copper foil, with both prioritized for AI server PCBs. - [Vishay MOSFETs](https://www.fusionww.com/shop/catalog/1100/mosfets?manufacturers=189) (e.g., [SQ2389CES](https://www.fusionww.com/shop/product/4273302/SQ2389CES-T1-GE3)) see 25-week lead times, with distributors reporting allocation cuts across resistors, capacitors, and discretes. ## Supply Chain Trends  - [Trump invokes Section 232:](https://edition.cnn.com/2026/01/14/tech/chip-tariff-trump) A new 25% tariff on certain advanced computing chips that includes Nvidia’s H200 chip and AMD’s MI325X. However, chips imported to support building up the US technological supply chain would be exempt. - [China takes cautious stance on US H200 chip export:](https://www.scmp.com/economy/global-economy/article/3339896/why-china-may-buy-nvidias-h200-chips-trump-eases-curbs-and-replace-them-later) China is likely to accept Nvidia’s H200 artificial intelligence (AI) chips following US clearance, driven by immediate demand in the country’s vast tech sector. - [SK hynix has responded to rumors that the company is exiting the consumer business](https://wccftech.com/sk-hynix-denies-rumors-of-exiting-the-consumer-business/): SK hynix will still satisfy consumer demand through OEM channels, but balancing it with AI supply is becoming difficult. - [Micron addresses Crucial exit backlash:](https://www.tomshardware.com/pc-components/ram/micron-addresses-crucial-exit-backlash-we-are-trying-to-help-consumers-around-the-world-company-warns-that-dram-drought-could-last-until-at-least-2028) Micron warned that, despite breaking ground on new memory fabs, customers shouldn't expect to see meaningful output impacting memory supply until at least 2028. ## Manufacturer News and Updates  - Samsung Forecasts Record Q4 Profit: Driven by “tight supply and soaring prices” in memory, Samsung projects its highest quarterly earnings since 2022. New DRAM fabs in Korea remain on track for mid-2027 completion. [Source: [Reuters](https://www.reuters.com/world/asia-pacific/samsung-elec-estimates-208-rise-q4-operating-profit-beating-expectations-2026-01-07/)] - TSMC forecasts nearly 30% revenue growth: TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin is projected at 63–65%, while operating margin is expected to rise significantly to 54–56%. [Source: [SeekingAlpha](https://seekingalpha.com/news/4539308-tsm-rises-after-q4-profit-surges-amid-ai-boom-plans-more-us-factories)] ## [**Explore our latest Market Intelligence on Agentic AI**](https://www.fusionww.com/insights/blog/agentic-ai-preparing-for-the-hybrid-infrastructure-surge) A focused look at how Agentic AI workloads are reshaping demand for memory, GPUs, advanced packaging, and infrastructure—and what sourcing teams should be watching next. [Read now.](https://www.fusionww.com/insights/blog/agentic-ai-preparing-for-the-hybrid-infrastructure-surge)     [Fusion: Market Intelligence](https://info.fusionww.com/blog/tag/fusion-market-intelligence), [Fusion: Insights](https://info.fusionww.com/blog/tag/fusion-insights), [Fusion: The Greensheet](https://info.fusionww.com/blog/tag/fusion-the-greensheet)