The Greensheet is Fusion Worldwide's periodic market intelligence report detailing the most significant developments across the electronic component supply chain. The February edition provides in-depth trend updates for seven product groups and insights into key manufacturers such as STMicroelectronics, Intel, AMD, and Nvidia. Additionally, it explores the potential impact of evolving global supply chain disruptions and pricing shifts.
The information provided in the following pages is based on market intelligence gathered from Fusion Worldwide's sources.
Product Updates
Navigating a Constrained Market
- Infineon’s security ICs are experiencing strong demand, particularly in the high-voltage Cool Mosfet and IGBT segments, with further increases expected from Q2 2025.
- Lattice has increased prices across its product portfolio, effective January 2025.
- The MPC8 family of NXP MPUs used in networking controllers is seeing increased demand in Q1 2025.
- TCAN114x-Q1 ran short due to a troubled manufacturing transition plan at TI, with acute shortages expected to last through March.
- Lead times for Infineon’s SLB series have extended due to Nvidia shifting from MPS to Infineon, booking most of the production capacity.
Supply Constraints and Shifting Demand
- Demand for AMD’s EPYC Turin server CPUs has spiked, but supply remains tight, making allocations challenging, especially for high-performance models.
- AMD 7713 short allocation is expected to be resolved by the end of March due to production plan changes.
- Intel’s Sapphire Rapids SKU is facing end-of-life (EOL) notices, with last-time buys (LTBs) available until September 2025. Lead times have stretched from 2-3 weeks to 3-5 weeks due to sudden demand spikes.
- Supply for Intel’s 13th Gen Raptor Lake mobile CPUs is expected to remain constrained through 2025, driven by increased customer demand and under-forecasting.
- AMD’s 3rd Gen Milan and 4th Gen Genoa CPUs continue to fulfill current workload demands, maintaining a competitive market presence.
Nvidia Dominates Amid Supply Challenges
- AMD’s 7900XTX (24GB) has outperformed the NVIDIA 4080 by 20-30% and the 4090 by 10% on the Deepseek R1 Distill AI model, with a lower price point and power consumption.
- NVIDIA is prioritizing Blackwell GPU shipments for key clients, resulting in constrained availability for others.
- NVIDIA’s RTX 5090 GPUs face defect controversies, increasing inquiries for older GPUs like the 40xx series.
- Pricing for NVIDIA’s A6000 ADA GPUs is expected to increase by up to 7% post-March, driven by strong market demand.
- Demand for NVIDIA's ARM-based GH200 Grasshopper servers continues to grow, with lead times estimated at 4-5 months.
- Jetson GPU Orin models (8GB, 16GB, 64GB) remain in shortage, with lead times of at least 10-20 weeks.
Supermicro Shifts Focus to Integrated Solutions
- Supermicro has halted individual motherboard sales to focus on integrated server solutions, though demand for its X11 and X13 series remains strong.
- Supermicro has stopped providing firm delivery dates for motherboards, leading customers to seek alternative brands for Deepseek-based data models.
Price Reductions and Shifting Demand
- Interest in DDR5 4800-speed modules is declining, with EOL notices issued. February is the last chance to buy Samsung’s 4800 RDIMM modules, with final shipments expected in August 2025.
- Demand for 64GB DDR5-5600 modules is increasing due to investments in AI servers, driven by Deepseek’s influence.
Market Faces Deflationary Pressures
- SSD prices are expected to decline further as major manufacturers cut production capacity in response to weak demand, potentially by around 5% in Q1 2025.
AI-Driven Demand Spurs Capacity Expansion
- Hard drive manufacturers are increasing capacities to meet AI-driven demand, with new models launching in 2025. Lead times for smaller-capacity drives (2-8TB) have already increased significantly.
- 1TB & 2TB HDDs remain constrained, while 16TB models face severe shortages due to production shifts favoring higher-value 18TB models.
Lead Times Extend Amid High Demand
- Lead times for Vishay’s T55 and T550 series tantalum capacitors have ballooned to 36 weeks, up from 20 weeks.
- Kemet’s polymer tantalum capacitors are experiencing lead times of 36-40 weeks due to high demand.
- AVX’s tan caps offer shorter lead times of 16-28 weeks, providing an alternative for customers.
Manufacturer News and Company Updates
- STMicroelectronics plans to lay off 2,000-3,000 employees in Italy and France due to weak demand and a market slump.
- NVIDIA’s GeForce RTX 5000 series GPUs are facing significant hardware and software defects, leading to widespread consumer frustration.
- TSMC plans to raise prices by 4-10% for sub-10nm nodes in early 2025, impacting mobile processors, HPC, and AI applications.
- Seagate faces a growing scandal involving used hard drives being sold as new, primarily affecting Exos models.
Supply Chain Trends
In light of the recent U.S. election results, tariffs on certain products could rise significantly by April 2025, prompting some buyers to stock up through March 2026.
- Trump's Second Term Brings Tariff Uncertainty: Following Donald Trump's inauguration on January 20, 2025, U.S. tariffs are under review, with increases more likely than reductions. Companies are bracing for potential cost hikes across electronic components.
- China Announces Export Restrictions: In early December, China implemented export restrictions on technologies with dual-use applications for civilian and military purposes, specifically aimed at the United States. This update is in addition to the ban on antimony, gallium, and germanium shipments. As the tech war continues, China may respond to 2025 U.S. tariffs with expanded restrictions on minerals used in E.V. batteries.
- Manufacturers Develop Mitigation Strategies: In anticipation of tariff changes and raw material price volatility, businesses are diversifying suppliers, increasing stockpiles, and investing in alternative sourcing to reduce reliance on China.
Want a deeper dive into the 2025 electronic component market?
Download our State of the Industry Report 2025 | Vol. 1 for expert insights on market recovery, pricing trends, and key challenges ahead.