May 3, 2023

Greensheet Snapshot: May 2023

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Demand Tracking

Automotive and EV demand boost orders for MLCCs and push MCU production to new heights

Supply Challenges

Constraints for DDR5 supply is predicted to continue into 2024 due to low yield rates

Certain models of high Platinum, Gold, and Silver are restrained due to large customers consuming majority of available allocation from Intel

Price Changes

Prices for Tesla A100 and H100 are growing due to AI services favoring components for deep learning, natural language processing and computer vision

EOL Notices

Intel shipped its final order for the SSD series S4510 and S4610 

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