Fusion Worldwide News & Insights

Fusion: Market Intelligence, Fusion: Industry Insider, Do Not Show 10.7.2026

MLCC price increases concentrate in high-capacitance and large case-size parts for AI servers

Reports describe Murata raising prices 15-35% on selected AI-server, automotive and RF MLCCs from April 2026, with Samsung Electro-Mechanics, Taiyo Yuden and Yageo/Kemet reportedly following (eeNews Europe). The 15-35% figure is secondary-sourced and unconfirmed by Murata. The pressure is…

Fusion: Market Intelligence, Fusion: Industry Insider, Do Not Show 10.7.2026

Server RDIMM supply remains squeezed, with vendor offers sharply reduced

Vendor offers for server memory modules remain sharply reduced, and Baird forecasts server DDR5 up 15-20% in 4Q26 after about 20% in 3Q26. Buyers should plan purchases further ahead.

Fusion: Market Intelligence, Fusion: Industry Insider, Do Not Show 10.6.2026

Micron reports FQ4 2026 earnings Sept 30; guidance seen as the key market signal

Micron's fiscal Q4 2026 report on Sept. 30 is being read mainly for forward guidance, especially whether Q1 FY27 revenue guidance tops $55B. Preview coverage cites fully booked 2026 HBM capacity and DRAM spot prices up 52% since January.

Fusion: Market Intelligence, Fusion: Insights, Do Not Show, Topic: Quality 10.2.2026

Sony Image Sensor Lead Times Hit 10-20 Weeks After Quake

Fusion's lead-time tracking puts Sony image-sensor lead times at 10-20 weeks, a delayed downstream effect of the July 28, 2026 Kumamoto earthquake. Here is what buyers should know and how to plan around it.

Fusion: Market Intelligence, Fusion: Insights, Topic: Supply Chain 09.29.2026

China Golden Week 2026: Dates and Procurement Impact

Discover how China's Golden Week affects electronic components and sourcing. Stay ahead in global supply chains. Get a fast quote today. Fusion Worldwide.

Fusion: Market Intelligence, Fusion: Insights, Fusion: The Greensheet 09.24.2026

The Greensheet | September 2026

Samsung and SK Hynix can cover only 10-20% of 2026 memory demand. Fusion Worldwide's September Greensheet breaks down what buyers should secure now.

Fusion: Sourcing 101 09.17.2026

What Is a CPU?

What is a CPU and how does it work? Understand central processing units, their key functions, and the role CPUs play in modern computers and devices.

Fusion: Sourcing 101 09.17.2026

DDR4 vs DDR5: What’s the Difference and Which Should You Choose?

DDR4 vs DDR5: compare speed, performance, power efficiency, capacity, and compatibility to understand the key differences and which memory type fits your needs.

Fusion: Sourcing 101 09.17.2026

How Does a Global Semiconductor Shortage Happen?

What causes a global semiconductor shortage? Explore supply chain disruptions, demand shifts, manufacturing constraints, and other causes of chip shortages.

Fusion: Sourcing 101 09.17.2026