The Greensheet | May 2026
Key Themes
- Memory Market Volatility Continues: DDR5 RDIMM spot pricing has shown increased volatility in May, with transaction activity concentrated in the $2,200–$2,400 range for 64GB modules. Early indicators suggest that this upward pricing trajectory may persist through May and June, as Q2 allocations tighten and hyperscaler LTA commitments absorb the remaining supply. Simultaneously, DDR4 is experiencing unexpected demand resurgence: 8Gb/16Gb pricing has surged 40–50% week-over-week
- Texas Instruments' Pricing Pressure Intensifies with July 1 Announcement: TI has issued formal notification of company-wide price increases effective July 1, 2026, with increases ranging from 10% to 85% across portfolios. Lead times for booking orders have been extended to 180 days, and stricter quotation protocols now require detailed end-customer data and project plans before pricing is released. The TPS, TLV, and LMR series are most impacted, with automotive and industrial customers reporting decommits and expedite fee requests.
- Nexperia Supply Chain Fragmentation Deepens with EU Sanctions Impact: EU sanctions on Yangzhou Yangjie Electronic Technology (parent of MCC) have created secondary disruption as customers accelerate qualification of Nexperia alternatives. On Semi, Diodes Inc., and Infineon are absorbing overflow demand, but lead times for replacement parts have stretched to 40–52 weeks. Automotive Tier 1s report inability to secure allocation, with orders placed in late 2025 now pushed to late 2026. Authenticity verification protocols are adding 2–4 weeks to procurement cycles.
- Enterprise Storage Allocation Collapses for Non-Hyperscalers: Enterprise SSDs from Solidigm, Samsung, and Micron are seeing 50–90% Q/Q price increases with weekly price resets becoming standard. HDD capacity from Seagate and WD is reported 100% sold out for 2026, with agreements extending into 2028–2030. Manufacturers are aggressively EOL-ing low-capacity drives (1TB–4TB) to force migrations to higher-margin, higher-capacity SKUs, creating severe bottlenecks for traditional OEMs and channel partners.
Product Updates
Integrated Circuits
Price Hikes and Raw Material Bottlenecks
- Renesas is facing significant supply instability, with lead times stretching to 52+ weeks for power items (e.g., ISL99390FRZ). Price increases of 5–50% are expected, effective July 1, 2026. The divestment of its timing business has compounded uncertainty, driving widespread design-out activity across OEMs.
- Sony CMOS sensors: IMX series shortages impacting industrial and automotive segments, with specific MPNs at risk, including IMX250LLR-C, IMX178LQJ-C, IMX264LLR-C, IMX253LLR-C, and IMX546-AAQJ-C. A global shortage of glass substrate (Nittobo) is limiting production to ~70% of demand through 2027, with glass cloth capacity heavily prioritized for Nvidia AI server programs.
- Qorvo is facing acute shortages across Industrial and Automotive PMIC portfolios, with manufacturers reporting massive decommits and authorized distribution unable to cover demand. Spot market pricing is rising rapidly as multiple brokers compete for the limited available stock.
- STMicroelectronics power switch drivers are experiencing surging demand, particularly VN9D30Q100FTR, driven largely by high-volume requirements from the automotive market. Manufacturer production capacity is insufficient to meet automotive IC demand, resulting in extended lead times and allocation constraints.
- Texas Instruments issued a company-wide price increment notice effective July 1, 2026. The adjustment applies to all open orders and shipments, with increased rates varying by product family and MPN, ranging from 10–35% for most portfolios, and up to 85% for select legacy/power management families.
- Lattice lead times are currently very tight. Any orders requested with a lead time of less than 44 weeks will be subject to an expedited fee. Decommit reports for XC7A50T-2CSG324C and the MachXO series.
CPUs
Structural Shortages and Foundry Shifts
- Intel Server (Xeon) shortages persist for Sapphire Rapids, Emerald Rapids, and Granite Rapids. Intel has confirmed price increases of 12–20% effective March 29, 2026. Lead times for embedded 10nm parts (Elkhart Lake, Raptor Lake-E) are extending into 2027–2028, with some allocations completely decommitted. Customers report partial deliveries improving in April, but fulfillment rates remain below 60%.
- AMD Server (EPYC) remains tightly allocated, with hyperscaler and AI-related demand continuing to absorb the majority of supply. Limited visibility on new orders and extended lead times for high-core-count SKUs. No meaningful easing in supply conditions has been observed.
- Intel Desktop & Embedded small-core CPUs (N-series, J6412/SRKUA) remain critically constrained. Intel is deprioritizing low-margin SKUs to focus on Panther Lake/18A AI PC ramp. Price increases of ~10% are being enforced starting late March, with frequent decommits on N97, N305, and J6412.
GPUs
Allocation Pull-Backs and Channel Disruptions
- NVIDIA Blackwell (RTX 6000 / 5090) server edition is seeing price hikes of 25%. Consumer RTX 5090 supply remains constrained by GDDR7 memory shortages.
- The RTX PRO 6000 Blackwell Server edition is seeing a spike in demand from customers globally. Lead times are averaging 12+ Weeks.
- NVIDIA RTX 4000/5000 Ada lead times remain extended (48–52 weeks), with production being curtailed to focus on Blackwell. Distributors report no firm delivery schedules, and NVIDIA is requiring the return of allocated inventory to fulfill hyperscaler orders.
- NVIDIA Jetson Modules has introduced updated part numbers for T5000 and T4000 modules to address acoustic noise issues. EOL notices for Jetson Nano (900-13448-0020-000) set the final forecast deadline for May 15, 2026, with the last ship date for January 15, 2027.
Browse Products
All GPUs
Memory
Dynamic Pricing and Allocation Collapse
- A new "post-settlement" model is emerging where final pricing is adjusted based on market rates after delivery, shifting all risk to the buyer. Customers report weekly price resets and NCNR terms becoming standard practice.
- Samsung is proposing 110% MoM increases for DIMMs to OEMs. Hyperscalers are signing LTAs extending to 2030, effectively locking out traditional OEMs and automotive sectors until at least 2027.
- Shortages for DDR3/DDR4 will see continued price increases, with 2027 allocation projected to be worse than 2026.
Browse Products
All Memory
Storage
Sold Out Through 2028
- Enterprise SSD supply is getting more constrained, with the majority of allocation going to China. Customers are seeking open market available, leading prices in an uptrend. SATA SSDs (Solidigm D3-S4520/S4620) face EOL notices with the last order date of September 30, 2026.
Browse Products
All Storage
Networking
EOL Waves and Switch Delays
- Mellanox ConnectX-7/8 lead times have extended to 20–24 weeks (up from 2–4 weeks), with ConnectX-8 facing similar constraints. NVIDIA bundles CX8 NICs exclusively with GB-series GPUs, making standalone purchases nearly impossible. H200-related demand is driving a surge in CX7 400G single-port cards.
- Broadcom cards currently stretch to 52-week lead times, with constraints tightening further in 2027 due to insufficient 3/5/7nm capacity. SS24/SS26 series switches face imminent shortages as AI infrastructure demand consumes capacity.
Browse Products
All Networking
Passives
The T-Glass Bottleneck
- MLCC & Tantalum stretching to 16+ weeks. Tantalum capacitor lead times exceed 40 weeks, and vendors are warning of potential discontinuities for low-margin lines.
- Murata and Panasonic have announced 20–40% price increases effective May 2026.
- Murata's GRM185 series is commonly used in Server, Power Supplies, and Wearables applications. The production is currently only in Japan, and the capacity is insufficient to meet the global demand. Expecting a shortage in the second half of this year.
- T-Glass Substrate constraint is now the primary bottleneck for ADI, Intel, Lattice, and Sony. Glass cloth fabric lead times have extended from 4 weeks to 20 weeks, causing decommits and forcing foundry diversions. Nittobo remains the sole qualified supplier for high-performance CMOS applications.
- Helium shortages stemming from Middle East tensions are impacting PCB testing, capacitor production, and optical component manufacturing. Japanese and Korean manufacturers report activating emergency procurement protocols, with no meaningful capacity relief expected until late 2027.
Browse Products
All Passives
Supply Chain Trends
- OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia. [Source: Digitimes]
- YMTC and CXMT are accelerating expansion into 2026. YMTC will begin mass production of advanced NAND at its Wuhan fab in the second half of 2026. Meanwhile, CXMT planned to allocate 7.5 billion yuan (US$1.1 billion) from its planned initial public offering for “technical upgrade for mass production lines of memory wafers” [Source: China Post]
Manufacturer News and Updates
- Kioxia NAND Flash EOL Announcement: Kioxia has officially announced the discontinuation of Floating Gate and BiCS FLASH™ gen.3 products, impacting SLC, MLC, and TLC memory across 32nm, 24nm, and 15nm nodes, including eMMC, UFS, and BGA form factors. Last Time Buy forecast due by September 30, 2026, with Last Time Shipment scheduled through December 31, 2028.
- STMicroelectronics Price Increase Effective April 26: STMicroelectronics has issued an official notification that all product series will have a price increase starting from April 26, 2026. The MCU series will increase by 5%; the sensor series increases, ranging from 15% to 70%, depending on MPN. All unshipped orders with lead-time bookings will be subject to revised pricing.