--- title: "The Greensheet: July 2025" description: The July edition highlights acute DDR4 shortages and AI-fueled demand surges, with ripple effects across memory, CPUs, GPUs, storage, and networking components. image: https://info.fusionww.com/hubfs/EM%20%26%20BP%20-%20GS%20July%2025.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-july-2025#) Close Close - SEARCH BY PART name, number or keyword Submit 07.30.2025 # The Greensheet: July 2025 [ Ashley Papa ](https://info.fusionww.com/blog/author/ashley-papa) ## Key Themes - [DDR4 Shortages Push Pricing Higher:](https://www.fusionww.com/shop/catalog/1208/memory-modules) Spot prices have jumped 10% with lead times now stretching into 2026. Buyers are shifting to DDR5, where RDIMM and DIMM pricing is also climbing 20–35%. - [AI Demand Tightens CPU and GPU Supply:](https://www.fusionww.com/shop/hardware) Supply for A100, H100, and Blackwell GPUs remains limited. AMD Turin and Intel Sapphire Rapids server CPUs are in high demand, while mobile CPU supply stays tight. - [Storage and Networking Delays Widen:](https://www.fusionww.com/shop/hardware) Geopolitical disruptions have impacted Mellanox NIC lead times. SSD prices are rising 5–8%, and 16TB HDDs are increasingly constrained as manufacturers prioritize higher-capacity models. ## Product Updates ## [Integrated Circuits](https://www.fusionww.com/shop/catalog/1004/integrated-circuits-ics) *Market Dynamics and Shifting Supply * - A fire incident occurred at ATX, an assembly facility in Weihai, China. The factory supports several major IC manufacturers, including [Toshiba](https://www.fusionww.com/shop/manufacturers/182/TOSH) and [Texas Instruments](https://www.fusionww.com/shop/manufacturers/179/TI). A slight price fluctuation has been observed in the open market for [Toshiba](https://www.fusionww.com/shop/manufacturers/182/TOSH) products, particularly MOSFETs.  ## [CPU](https://www.fusionww.com/shop/catalog/1205/cpus) *Pricing Shifts and Allocation Challenges * - [Intel Ice Lake series](https://www.fusionww.com/search?tab=shop&term=Intel+Ice+Lake&Core+Family=Ice+Lake) supply is improving slightly, with gradual delivery resuming from late July through August.  - [Demand for the AMD Turin series](https://www.fusionww.com/shop/catalog/1205/cpus?manufacturers=8) is increasing, driven by strong demand in the EU/US for high-core-count processors.  - [Intel Xeon](https://www.fusionww.com/shop/catalog/1205/cpus?manufacturers=70&Brand=Xeon) legacy platform CPUs are under EOL notice. Though still available, sourcing is difficult.  - [Intel's 12th Gen Alder Lake](https://www.fusionww.com/shop/catalog/1217/desktop-cpus?manufacturers=70&Series=12th+Generation+Core+i5) desktop CPUs are in short supply, with prices rising due to active open-market transactions.  - [13th Gen Raptor Lake](https://www.fusionww.com/shop/catalog/1217/desktop-cpus?manufacturers=70&Series=13th+Generation+Core+i5) H and HX gaming mobile CPUs are also in short supply.  - Demand is rising for [4th Gen Sapphire Rapids CPUs](https://www.fusionww.com/shop/catalog/1205/cpus?Core+Family=Sapphire+Rapids).  ## [GPU](https://www.fusionww.com/shop/catalog/1206/gpus) *Strategic Allocation and Market Volatility * - High-end data center GPUs are experiencing a demand surge.  - A100 80GB supply is depleted.  - [H100 80GB and 94GB](https://www.fusionww.com/shop/product/4260008/900-21010-0020-000) models are at End-of-Life (EOL) with limited availability. The H100 94GB has a lead time of 4–6 weeks.  - Quality concerns and increased trading activity persist around the EOL A100 80GB.  - Nvidia Blackwell 4000/5000 series is seeing longer-than-expected lead times, with general availability expected in August or later.  ## Finished Goods [Jetson Series](https://www.fusionww.com/shop/product/4295009/900-13767-0000-001) in Demand  - Various [Jetson](https://www.fusionww.com/search?tab=shop&term=jetson) series shipments may be delayed until year-end due to sustained demand.  - Several customers have reported quality issues with the [NVIDIA Jetson Orin NX](https://www.fusionww.com/shop/product/4295009/900-13767-0000-001) 8GB/16GB, tied to voltage-related problems.  ## [Networking Cards](https://www.fusionww.com/shop/catalog/1337/networking) *Persistent Shortages and EOL Notices * - [Mellanox](https://www.fusionww.com/shop/manufacturers/347/MELLA) CX7 series NIC cards are facing delivery delays, which have been worsened by raw material shortages resulting from the Iran-Israel conflict. Lead times have now shifted from September to November 2025. ## [Memory](https://www.fusionww.com/shop/catalog/1208/memory-modules) *Bottlenecks and Migration to [DDR5 ](https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5)* - The [DDR4](https://www.fusionww.com/shop/manufacturers/141?Memory+Technology=DDR4) market remains extremely tight. Lead times are extending into early 2026, and spot pricing is up another 10%.  - [The DDR4 shortage](https://www.fusionww.com/insights/blog/the-ddr4-price-spike-whats-behind-the-surge) is accelerating the migration to [**DDR5**](https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5)[,](https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5) which remains more stable, with pricing increases of 1–7% depending on density.  - [Samsung](https://www.fusionww.com/search?tab=shop&term=samsung) is not expected to release significant inventory in Q3, and [LPDDR4](https://www.fusionww.com/search?tab=shop&term=lpddr4)/4X supply will be highly constrained due to EOL status and sustained demand.  - [Hynix](https://www.fusionww.com/search?tab=shop&term=hynix) is expected to adjust pricing between July 15–25. Availability remains limited.  ## [RDIMM](https://www.fusionww.com/shop/catalog/1208/memory-modules?Module+Type=RDIMM) *Demand Realignment and Pricing Pressure * - [Samsung RDIMM](https://www.fusionww.com/shop/manufacturers/141) direct pricing is expected to rise by 20–30%.  - [Kingston](https://www.fusionww.com/search?tab=shop&term=kingston) has increased the pricing of [DDR4 desktop DIMMs ](https://www.fusionww.com/shop/catalog/1229/desktop-memory-modules?Module+Type=DIMM&Memory+Technology=DDR4&manufacturers=219)by 35%.  - [DDR4 RDIMM](https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4&Module+Type=RDIMM) demand remains high amid tight supply. Prices for 16 GB, 32 GB, and 64 GB modules continue to rise.  - Demand for [UDIMMs](https://www.fusionww.com/shop/catalog/1208/memory-modules?Module+Type=UDIMM) is increasing in the gaming segment, while demand for standard desktops remains stable.  [SSD](https://www.fusionww.com/shop/catalog/1236/solid-state-drives) *Supply Constraints and Price Increases*  - Supply of low-capacity** **enterprise SSDs remains constrained.  - [SSD manufacturers](https://www.fusionww.com/shop/manufacturers) have raised quarterly pricing by 5–8% across various densities. ## [HDD](https://www.fusionww.com/shop/catalog/1235/hard-disk-drives) *Capacity Shifts and Lead Time Increases * - The shift to [18TB+ HDDs](https://www.fusionww.com/shop/catalog/1235/hard-disk-drives?Storage+Capacity=18TB) for AI and cloud use is creating shortages in[16TB](https://www.fusionww.com/shop/catalog/1235/hard-disk-drives?Storage+Capacity=16TB) and smaller capacities.  - Lead times for** **2–8TB models now exceed 20 weeks.  - [Western Digital](https://www.fusionww.com/shop/manufacturers/234) confirms that all high-capacity HDDs (20–26TB) are highly constrained, with prices increasing by 10% over the past month.  ## [Passives ](https://www.fusionww.com/shop/catalog/1006/passive-components) *Extended Lead Times and Allocation * - Lead times for [Yageo resistors](https://www.fusionww.com/shop/catalog/1079/resistors?manufacturers=202) and [Taiyo](https://www.fusionww.com/shop/manufacturers/155)/[Murata](https://www.fusionww.com/shop/manufacturers/105) capacitors have increased.  - [Samsung passive components ](https://www.fusionww.com/shop/catalog/1006/passive-components?manufacturers=141)now have lead times of 14–18 weeks, up from 8–12 weeks. A full shortage has not been declared, but constraints are rising.  ## Supply Chain Trends - **Generative AI & Chip Customization:** The AI boom is accelerating demand for performance-optimized chips, leading to increased investment in ASICs, domain-specific GPUs, and in-house design from OEMs and telecoms.  - **Smart Manufacturing Adoption:** Industry 4.0 tools, such as AI-driven predictive maintenance and digital twins, are transforming wafer fabs into data-centric environments.  - **Semiconductor Sovereignty & Reshoring:** Global reshoring and government-backed semiconductor initiatives are reshaping the supply chain around sustainability and zero-defect production.  - **Innovation Beyond Moore's Law:** Advances now focus on materials science and heterogeneous integration—3D packaging, chiplets, SiC/GaN adoption, and emerging quantum and neuromorphic technologies.  ## Manufacturer News & Updates  - **[Intel:](https://www.fusionww.com/shop/manufacturers/70)** Undergoing a major restructuring, Intel is laying off 15–20% of its Intel Foundry workforce—potentially over 10,000 jobs—driven by performance reviews, cost-cutting, and strategy shifts. CEO Lip-Bu Tan acknowledged Intel is no longer among the top 10 semiconductor firms. [TOI Article](https://timesofindia.indiatimes.com/technology/tech-news/intel-to-layoff-10000-employees-and-why-none-of-them-will-be-getting-any-severance/articleshow/121933196.cms)  - **[NVIDIA:](https://www.fusionww.com/shop/manufacturers/225)** CEO Jensen Huang promoted AI in D.C. and Beijing, confirming that NVIDIA is submitting applications to resume H20 GPU sales in China and launching a fully compliant RTX PRO GPU for digital twin applications. [NVIDIA Blog](https://blogs.nvidia.com/blog/nvidia-ceo-promotes-ai-in-dc-and-china/)  - **[SK Hynix:](https://www.fusionww.com/shop/manufacturers/147)** Now integrating Infinitesima's AFM metrology for HBM4E stacking, enabling high yields with 16-layer hybrid bonding. Hynix showcased 12-layer HBM4 and HBM3E solutions at COMPUTEX Taipei 2025. [Bits & Chips Article](https://bits-chips.com/article/sk-hynix-to-use-infinitesimas-afm-metrology-in-hbm-production/)  - **[Infineon:](https://www.fusionww.com/shop/manufacturers/66)** Advancing GaN manufacturing on 300mm wafers with first samples expected in Q4 2025—reinforcing its IDM leadership in the GaN space. [Infineon Press Release](https://www.infineon.com/press-release/2025/INFXX202507-122)    **You’ve Got Access. Now Use It** Your Fusion Account unlocks real-time pricing and availability across thousands of components. [Start browsing.](https://www.fusionww.com/) [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)