The Greensheet: August 2025

IC and CPU Lead Times Extend: 
Broadcom AI/server ICs, Intel FPGAs, and TI automotive parts now face 20–24+ week lead times. Server CPUs from Intel and AMD remain tightly allocated as data center demand accelerates. 

<h2>Key Themes</h2>
<ul>
<li><a href="https://www.fusionww.com/shop/catalog/1205/cpus" rel="noopener" target="_blank">IC and CPU Lead Times Extend: </a>Broadcom AI/server ICs, Intel FPGAs, and TI automotive parts now face 20–24+ week lead times. Server CPUs from Intel and AMD remain tightly allocated as data center demand accelerates.&nbsp;</li>
<li><a href="https://www.fusionww.com/shop/catalog/1208/memory-modules" rel="noopener" target="_blank">Memory Prices and Allocation Strain: </a>DDR4/DDR5 RDIMM demand continues to outpace supply, driving stepwise price increases. SSD suppliers are raising prices 5–12%, while LPDDR and eMMC allocations are pushed into 2026.&nbsp;</li>
<li><a href="https://www.fusionww.com/insights/blog/u.s.-china-trade-agreement-tariff-reductions-signal-new-phase-in-trade-relations" rel="noopener" target="_blank">Tariffs Reshape Global Sourcing: </a>New US tariffs on Asian semiconductors and China chip levies are adding cost pressure. Manufacturers are weighing US production shifts to mitigate long-term risk. </li>
</ul>
<a id="product-updates" data-hs-anchor="true"></a>
<h2 style="text-align: center;">Product Updates</h2>
<a id="integrated-circuits" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1004/integrated-circuits-ics" rel="noopener">Integrated Circuits</a></h2>
Supply Constraints and Market Shifts
<ul>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/38" rel="noopener">Broadcom</a> AI / Server application products are experiencing unstable lead times and tight allocation.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1135/field-programmable-gate-arrays-fpgas?manufacturers=323" rel="noopener">Altera</a> (Intel) orders are undergoing data migration, leading to minor price fluctuations and potential lead time delays.  On top of this, due to limited production capacity at the assembly and testing house, lead times for <a target="_blank" href="https://www.fusionww.com/shop/catalog/1135/field-programmable-gate-arrays-fpgas" rel="noopener">FPGA</a>s Cyclone® 10 GX, Arria® II/V/10, and Stratix® III/IV/V families have extended to 24 weeks.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/179/TI" rel="noopener">Texas Instruments (TI</a>) demand remains high globally following a recent price adjustment, with lead times for most automotive components now exceeding 20 weeks.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/179/TI" rel="noopener">Texas Instruments (TI</a>) mid-August price increment will be targeting a huge profile of MPNs (60,000+ models) across industrial and automotive applications, as TI starts to push newer models in favor of older models. </li>
</ul>
&nbsp;
<a id="cpu" data-hs-anchor="true"></a>
<h2><a target="_blank" href="https://www.fusionww.com/shop/catalog/1205/cpus" rel="noopener" style="font-weight: normal;">CPUs</a><a target="_blank" href="https://www.fusionww.com/shop/catalog/1205/cpus" rel="noopener"></a></h2>
Pricing Trends and Supply Constraints
<ul>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/70?Core+Family=Sapphire+Rapids" rel="noopener">Intel 4th Gen Sapphire</a> and 5th Gen Emerald Rapids server CPUs are in tight supply due to high demand from data center builds.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1219/mobile-cpus" rel="noopener">Intel Gen 13</a> mobile CPUs show improving availability, with a stable supply for select entry-level desktop SKUs.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1217/desktop-cpus" rel="noopener">Intel I5 desktop</a> CPUs remain constrained, with limited allocation expected to persist through end-August.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1217/desktop-cpus?manufacturers=8&amp;Series=Ryzen+8000" rel="noopener">AMD Ryzen 8000</a> series continues to face extremely limited availability.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1205/cpus?manufacturers=8" rel="noopener">AMD Turin and Genoa</a> server CPUs demand is increasing, driven by strong EU/US demand for high-core-count processors. Expect longer lead times.</li>
</ul>
&nbsp;
<a id="gpu" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1206/gpus" rel="noopener">GPUs</a></h2>
Shifting Availability and Lifecycle Changes
<ul>
<li><a target="_blank" href="https://www.fusionww.com/search?tab=shop&amp;term=gddr6&amp;Memory+Technology=GDDR6" rel="noopener">GDDR6</a> supply remains tight, with lead times currently around 6–8 weeks. This is driven by AI-adjacent and high-performance graphics, contributing to longer lead times on select GPUs and accelerator boards that depend on specific GDDR6 speed grades and densities.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/225" rel="noopener">Nvidia</a> plans to announce end-of-life (EOL) for select Ada Lovelace series GPUs in 2H 2026.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/search?tab=shop&amp;term=blackwell&amp;manufacturers=225" rel="noopener">Nvidia Blackwell</a> 200/4000/5000 series is experiencing longer-than-expected lead times, with distribution delayed until September or later.&nbsp;</li>
</ul>
&nbsp;
<a id="networking-cards" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1337/networking" rel="noopener">Networking Cards</a></h2>
Persistent Shortages
<ul>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/347/MELLA" rel="noopener">Mellanox</a> CX7 cards are facing delivery delays and extended lead times due to ongoing IC shortages and backlog.</li>
</ul>
&nbsp;
<a id="memory" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1208/memory-modules" rel="noopener">Memory</a></h2>
Production Restart and Capacity Challenges
<ul>
<li>The three major <a target="_blank" href="https://www.fusionww.com/search?tab=shop&amp;term=ddr4" rel="noopener">DDR4</a> manufacturers have not committed to resuming mass production, but long-term support for industries like automotive and aerospace is expected to continue, albeit with extended lead times.</li>
<li><a target="_blank" href="https://www.fusionww.com/search?tab=shop&amp;term=lpddr&amp;Memory+Technology=LPDDR" rel="noopener">LPDDR</a> and <a target="_blank" href="https://www.fusionww.com/shop/catalog/1200/flash" rel="noopener">eMMC</a> are facing tighter allocation and decommitments, with availability pushed to Q1 2026.</li>
</ul>
&nbsp;
<a id="rdimm" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Module+Type=RDIMM" rel="noopener">RDIMM</a></h2>
Long-Term Support with Tight Allocation Ahead
<ul>
<li><a target="_blank" href="https://www.fusionww.com/search?tab=shop&amp;term=ddr4" rel="noopener">DDR4 RDIMM</a> demand remains elevated against tight supply, and prices for 16/32/64GB modules are rising in clear, stepwise increments across both spot and contract. Manufacturers are prioritizing strategic accounts, while distributors receive constrained, pre-allocated allotments that leave little to no free-to-sell inventory.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1229/desktop-memory-modules?Memory+Technology=DDR5" rel="noopener">DDR5 128 &amp; 256 GB</a> modules are seeing tight supply till the end of 2025&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/search?tab=shop&amp;term=ddr4&amp;Module+Type=RDIMM&amp;manufacturers=147" rel="noopener">Hynix DDR5</a> 96GB 6400 lead time is 2-3 months</li>
</ul>
&nbsp;
<a id="ssd" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1236/solid-state-drives" rel="noopener">SSD</a></h2>
Capacity Shortages and Manufacturer Price Moves
<ul>
<li>Demand for high-capacity <a target="_blank" href="https://www.fusionww.com/shop/catalog/1244/industrial-solid-state-drives" rel="noopener">enterprise SSDs</a> is expected to increase in Q3 due to shortages.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1243/consumer-solid-state-drives" rel="noopener">Low-capacity SSD</a>s are seeing increased pricing due to constrained NAND allocations, disciplined output from manufacturers, and a demand shift toward enterprise and OEM programs that reduce open-market availability.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/79" rel="noopener">Kioxia SSDs</a> are projected to see a 10–12% price increase in Q4.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/79?categoryId=1236" rel="noopener">SSD</a> manufacturers have raised quarterly pricing by 5–10% across various densities.</li>
</ul>
&nbsp;
<a id="hdd" data-hs-anchor="true"></a>
<h2 style="font-weight: normal;"><a target="_blank" href="https://www.fusionww.com/shop/catalog/1235/hard-disk-drives" rel="noopener">HDD</a></h2>
Tight Supply for High-Capacity SKUs and Extended Lead Times
<ul>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/231" rel="noopener">Seagate</a> HDDs, especially 16TB, are in short supply.&nbsp;</li>
<li>1TB and 8TB HDDs from <a target="_blank" href="https://www.fusionww.com/shop/manufacturers/231" rel="noopener">SEAGATE</a>, <a target="_blank" href="https://www.fusionww.com/shop/manufacturers/234" rel="noopener">WD</a>, and <a target="_blank" href="https://www.fusionww.com/shop/manufacturers/182" rel="noopener">Toshiba</a> are also constrained.&nbsp;&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/234" rel="noopener">WD</a> 1TB and 2TB HDDs now have lead times extended to 22 weeks. Broadly, HDD supply issues persist across most manufacturers and capacity tiers.</li>
</ul>
&nbsp;
<a id="passives" data-hs-anchor="true"></a>
<h2><a target="_blank" href="https://www.fusionww.com/shop/catalog/1006/passive-components" rel="noopener" style="font-weight: normal;">Passives</a><a target="_blank" href="https://www.fusionww.com/shop/catalog/1006/passive-components" rel="noopener"></a></h2>
Extended Lead Times and Allocation 
<ul>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/141?Memory+Technology=DDR5&amp;categoryId=1172" rel="noopener">Samsung</a>, <a target="_blank" href="https://www.fusionww.com/shop/manufacturers/105" rel="noopener">Murata</a>, and <a target="_blank" href="https://www.fusionww.com/shop/manufacturers/155" rel="noopener">Taiyo Yuden</a> MLCCs may face supply issues in Q3.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1176/tantalum-capacitors" rel="noopener">Tantalum capacitors</a> are seeing lead times stretch to 24–28 weeks.&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/catalog/1176/tantalum-capacitors?manufacturers=123" rel="noopener">Panasonic capacitors</a> currently have lead times of 16–18 weeks.</li>
</ul>
&nbsp;
<a id="supply-chain-trends" data-hs-anchor="true"></a>
<h2 style="font-weight: normal; text-align: center;">Supply Chain Trends &nbsp;</h2>
<ul>
<li><a target="_blank" href="https://supplychaindigital.com/news/why-trump-is-targeting-asian-semiconductors-with-100-tariff" rel="noopener" style="font-weight: bold;">100% Tariffs reshaping supply chain:</a>&nbsp;Global supply chains could be disrupted by US tariffs on Asian semiconductors, pushing major chipmakers to move production to the US to avoid heavy costs.&nbsp;</li>
<li><a target="_blank" href="https://www.reuters.com/world/china/trump-opens-door-sales-version-nvidias-next-gen-ai-chips-china-2025-08-12/" rel="noopener" style="font-weight: bold;">Nvidia and AMD to pay 15% of China chip sale revenue to the US:</a> Analysts said the levy may hit margins at the chipmakers and set a precedent to tax critical US exports, potentially extending beyond semiconductors.</li>
</ul>
&nbsp;
<a id="manufacturer-news-and-updates" data-hs-anchor="true"></a>
<h2 style="font-weight: normal; text-align: center;">Manufacturer News &amp; Updates &nbsp;</h2>
<ul>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/147" rel="noopener" style="font-weight: bold;">SK Hynix: </a>Forecasts that the market for custom HBM memory chips designed for artificial intelligence will grow 30% a year until 2030. <a target="_blank" href="https://www.reuters.com/world/asia-pacific/sk-hynix-expects-ai-memory-market-grow-30-year-2030-2025-08-11/" rel="noopener" style="background-color: #ffffff;">Source: Reuters</a>&nbsp;</li>
<li><a target="_blank" href="https://www.fusionww.com/shop/manufacturers/225" rel="noopener">Nvidia:</a> Developing a new AI chip for the Chinese market that surpasses the H20 in performance. However, it is expected to deliver only about half the raw computing power of the dual-die configuration found in Nvidia’s flagship B300 accelerator. <a target="_blank" href="https://economictimes.indiatimes.com/tech/artificial-intelligence/nvidia-working-on-new-ai-chip-for-china-that-outperforms-the-h20/articleshow/123380492.cms" rel="noopener">Source: Economictimes</a></li>
</ul>
&nbsp;
You’ve Got Access. Now Use It Your Fusion Account unlocks real-time pricing and availability across thousands of components. <a data-start="247" data-end="267" rel="noopener" href="https://www.fusionww.com/" target="_blank">Start browsing.</a>

<h2>Key Themes</h2>
<ul>
<li><a href="https://www.fusionww.com/shop/catalog/1205/cpus" rel="noopener" target="_blank">IC and CPU Lead Times Extend: </a>Broadcom AI/server ICs, Intel FPGAs, and TI automotive parts now face 20–24+ week lead times. Server CPUs from Intel and AMD remain tightly allocated as data center demand accelerates.&nbsp;</li>
<li><a href="https://www.fusionww.com/shop/catalog/1208/memory-modules" rel="noopener" target="_blank">Memory Prices and Allocation Strain: </a>DDR4/DDR5 RDIMM demand continues to outpace supply, driving stepwise price increases. SSD suppliers are raising prices 5–12%, while LPDDR and eMMC allocations are pushed into 2026.&nbsp;</li>
<li><a href="https://www.fusionww.com/insights/blog/u.s.-china-trade-agreement-tariff-reductions-signal-new-phase-in-trade-relations" rel="noopener" target="_blank">Tariffs Reshape Global Sourcing: </a>New US tariffs on Asian semiconductors and China chip levies are adding cost pressure. Manufacturers are weighing US production shifts to mitigate long-term risk. </li></ul>

China’s Car Market Strain and Component Demand

China’s auto industry is at a critical inflection point. After years of rapid growth driven by government incentives and a surge in electric vehicle (EV) production, the market now faces a mismatch between capacity and demand.

China’s auto industry is at a critical inflection point. After years of rapid growth driven by government incentives and a surge in <a href="https://www.fusionww.com/industries/automotive">electric vehicle (EV) production</a>, the market now faces a mismatch between capacity and demand. Supply is high, but local demand is slowing — and the global supply chain is feeling the effects. For electronic component procurement and supply chain professionals, these shifts present both risks to manage and opportunities to capture.

<h2 style="font-size: 30px; font-weight: normal;">Overcapacity at Scale</h2>
China has more than 100 automakers, most of them focused on EVs. In 2024, only about<a href="https://www.bloomberg.com/graphics/2025-china-ev-byd-global-price-cuts/?embedded-checkout=true"> 15 percent of these operated at or above the 70 percent factory utilization rate</a> often considered the minimum for profitability. Many plants are running well below that level, creating idle capacity, resource waste, and mounting financial pressure.
A few automakers, such as BYD and Xiaomi, continue to maintain high utilization and strong order pipelines thanks to advantages in vertical integration, brand strength, and strong demand in both domestic and export markets. Most others are engaged in price competition that is eroding margins across the sector.<a href="https://www.reuters.com/business/autos-transportation/geely-chairman-says-global-auto-industry-facing-serious-overcapacity-2025-06-07/"> As Geely Chairman Li Shufu noted</a>, “The global automotive industry is facing serious overcapacity.”
<h2 style="font-size: 30px; font-weight: normal;">Export Growth and Market Pushback</h2>
With slowing domestic demand, Chinese automakers are aggressively targeting international markets. China has now overtaken Japan and Germany to become the world’s largest car exporter.
The growth is significant. In the first five months of 2025, Chinese car exports to the United Arab Emirates totaled<a href="https://www.bloomberg.com/graphics/2025-china-ev-byd-global-price-cuts/"> $2.7 billion — a 551 percent increase compared to 2022</a>. Similar surges are occurring in Latin America, Southeast Asia, and Eastern Europe. The surge is being driven by domestic overcapacity, competitive pricing, and growing demand in under-served markets eager for affordable EV and hybrid options.
However, the expansion faces resistance. Western markets are imposing barriers to slow the influx of lower-cost Chinese vehicles. As these restrictions tighten, exports are being redirected toward regions with fewer trade constraints, such as Southeast Asia, Latin America, and parts of the Middle East. This realignment is influencing global demand patterns for automotive components, particularly electronic components.
<h2 style="font-size: 30px; font-weight: normal;">Impact on the Electronic Component Supply Chain</h2>
China’s auto overcapacity is sending mixed signals to the electronic component market. Strong export growth is boosting demand for batteries, chips, sensors, and other critical parts. At the same time, intense price competition and sporadic factory shutdowns are creating unpredictable order cycles with demand surging one quarter and plunging the next. Well-capitalized automakers remain steady customers, while weaker players may delay payments, cut orders, or exit the market altogether.
<h2 style="font-size: 30px; font-weight: normal;">Competitive Shifts and Supplier Priorities</h2>
The divide between market leaders and struggling brands is widening. BYD and Xiaomi continue to operate at high capacity and expand exports, providing consistent demand for components. In contrast, smaller manufacturers are consolidating or exiting, a trend that is expected to continue.
For suppliers, this environment underscores the importance of customer selection. Prioritize relationships with automakers that have healthy financial positions and sustained export growth. Be cautious with those exposed to prolonged price wars or liquidity challenges.
Global trade tensions add another layer of complexity. Tariffs and regulatory changes can disrupt established sourcing channels, extend lead times, and increase costs without warning.
<h2 style="font-weight: normal; font-size: 30px;">What’s Ahead for the Auto Supply Chain</h2>
Several paths are possible. Chinese automakers may eventually scale back production to align with demand, or they may continue to expand exports, targeting emerging markets as established ones tighten restrictions. In either case, procurement strategies will need to account for shifting trade policies and fluctuating demand patterns.
Agility will be the defining advantage. Monitoring factory utilization, tracking automaker financial health, and maintaining diversified sourcing options will position procurement teams to respond effectively.
Fusion Worldwide, a global distributor of electronic components, has seen that the most resilient companies are those with flexible sourcing strategies and robust global networks. If a supplier faces disruption, alternatives must already be in place. If a market closes, opportunities in other regions should be quickly identifiable.
<h2 style="font-size: 30px; font-weight: normal;">China’s Auto Export Growth and Factory Utilization</h2>
<ul>
<li>Over 100 Chinese automakers in 2024</li>
<li>Only 15% of factories running at 70%+ utilization</li>
<li>China is now the world’s largest car exporter</li>
<li>Exports to UAE up 551% from 2022 to 2025</li>
<li>BYD and Xiaomi: high utilization, strong exports</li>
<li>Smaller brands: low utilization, financial stress</li>
</ul>
<h2 style="font-size: 30px; font-weight: normal;">Fusion Worldwide’s Top Tips for Navigating Automotive Supply Chain Volatility</h2>
<ul>
<li>Track factory utilization rates and export trends</li>
<li>Focus on financially stable automakers for long-term partnerships</li>
<li>Diversify your supplier base to reduce risk</li>
<li>Monitor global trade policy changes and tariffs</li>
<li>Use real-time data to adjust sourcing strategies</li>
</ul>
<h2 style="font-size: 30px; font-weight: normal;">Navigate Market Shifts with Confidence</h2>
China’s auto overcapacity is reshaping the global electronic component supply chain, creating both opportunities and risks. Procurement leaders who track shifting trade flows, act quickly when markets change, and maintain diverse, reliable supplier networks will be best positioned for growth.
With global reach, real-time pricing intelligence, and a robust sourcing network, Fusion Worldwide helps procurement teams navigate volatility, secure critical parts, and strengthen supply chain resilience.
Access the <a href="https://www.fusionww.com/insights/blog/the-greensheet-july-2025">July Greensheet</a> for the latest market data and insights to guide your strategy. <a href="https://fusionww.com/register">Create your free account today</a> to get started.

China’s auto industry is at a critical inflection point. After years of rapid growth driven by government incentives and a surge in <a href="https://www.fusionww.com/industries/automotive">electric vehicle (EV) production</a>, the market now faces a mismatch between capacity and demand. Supply is high, but local demand is slowing — and the global supply chain is feeling the effects. For electronic component procurement and supply chain professionals, these shifts present both risks to manage and opportunities to capture.

Case Study: Reduce Lead Times with Streamlined Processes

When a leading rolling stock transportation manufacturer needed to enhance testing for open-market purchases without slowing production, they turned to Fusion Worldwide.

In industries where safety and performance are non-negotiable, quality isn’t just a box to check — it’s the foundation of trust. When a leading rolling stock transportation manufacturer needed to enhance testing for open-market purchases without slowing production, they turned to Fusion Worldwide. By designing a bespoke quality procedure, developing a tailored testing protocol through our in-house facility, Prosemi, and streamlining processes for faster turnaround, we ensured every component met the highest standards while keeping production timelines intact.
In this case study, you’ll see how our end-to-end quality strategy reduced lead times, eliminated third-party testing bottlenecks, and strengthened reliability for a customer operating in one of the most demanding sectors. <a href="https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:8318f8c8-c3b2-45d7-99c7-75fe280c7ee7" rel="noopener" target="_blank">Read the full case study.</a>

In industries where safety and performance are non-negotiable, quality isn’t just a box to check — it’s the foundation of trust. When a leading rolling stock transportation manufacturer needed to enhance testing for open-market purchases without slowing production, they turned to Fusion Worldwide. By designing a bespoke quality procedure, developing a tailored testing protocol through our in-house facility, Prosemi, and streamlining processes for faster turnaround, we ensured every component met the highest standards while keeping production timelines intact.

Case Study: Capture New Opportunities with Actionable Insights

When a leading enterprise computing manufacturer in Asia set its sights on Europe, Fusion Worldwide delivered targeted market insights that revealed a faster, more efficient path to regional success. 

Expanding into a new market can be risky — but with the right intelligence, it can also be transformative. When a leading enterprise computing manufacturer in Asia set its sights on Europe, Fusion Worldwide delivered targeted market insights that revealed a faster, more efficient path to regional success. By uncovering a single strategic change — shifting from custom to industry-standard firmware — the customer streamlined its supply chain, scaled operations quickly, and achieved rapid sales growth in a competitive new market.

In this case study, you’ll find how our market intelligence identified a game-changing supply chain opportunity, enabled faster decision-making, and helped secure a stronger foothold in Europe. <a href="https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:7a99e054-06fd-4a25-a2c2-56b23545900a" rel="noopener" target="_blank">Read the full case study.</a>

Expanding into a new market can be risky — but with the right intelligence, it can also be transformative. When a leading enterprise computing manufacturer in Asia set its sights on Europe, Fusion Worldwide delivered targeted market insights that revealed a faster, more efficient path to regional success. By uncovering a single strategic change — shifting from custom to industry-standard firmware — the customer streamlined its supply chain, scaled operations quickly, and achieved rapid sales growth in a competitive new market.

Case Study: Drive Down Costs & Ramp Up Production

When shifting market conditions threatened to slash profits for a leading European automotive manufacturer, Fusion Worldwide stepped in to turn the tide. 

When shifting market conditions threatened to slash profits for a leading European automotive manufacturer, Fusion Worldwide stepped in to turn the tide. By combining our global sourcing reach, proprietary Scout RMS™ technology, and rigorous quality assurance, we recovered projected losses, secured millions of critical components, and built a long-term supply strategy that kept production on track.

In this case study, you’ll find the specific challenges the customer faced, the cost-savings strategy we implemented, and the measurable results achieved — including a recovery of projected losses and a secure, long-term supply plan.&nbsp;<a href="https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:915d3b92-0e08-4b5a-943f-e0036f4d432a" rel="noopener" target="_blank"> Read the full case study.</a>

When shifting market conditions threatened to slash profits for a leading European automotive manufacturer, Fusion Worldwide stepped in to turn the tide. By combining our global sourcing reach, proprietary Scout RMS™ technology, and rigorous quality assurance, we recovered projected losses, secured millions of critical components, and built a long-term supply strategy that kept production on track.

Enterprise Hard Disk Drives Stay Strong in 2025

Supply constraints are tightening for enterprise storage solutions. Lead times for high-capacity hard disk drives (HDDs) now stretch 3-6 months.

Supply constraints are tightening for <a href="https://www.fusionww.com/industries/enterprise-computing-and-servers">enterprise storage solutions</a>. Lead times for high-capacity&nbsp;<a href="https://www.fusionww.com/shop/catalog/1235/hard-disk-drives" rel="noopener" target="_blank"> hard disk drives (HDDs) </a> now stretch 3-6 months. Yet despite predictions of HDD obsolescence, enterprise hard drives are experiencing unprecedented growth, with the global market projected to reach $111.2 billion by 2035.

<h2>Why Enterprise HDDs Beat SSDs for Cost-Effective Storage</h2>
Enterprise HDD vs SSD cost comparison reveals the decisive factor:<a href="https://www.fusionww.com/shop/catalog/1236/solid-state-drives" rel="noopener" target="_blank"> SSDs </a> remain four to five times more expensive per gigabyte than enterprise hard drives. For businesses managing petabytes of data, this cost differential drives strategic storage decisions.
"Flash storage just isn't being made at a scale big enough to take over from all the hard drives still in use," explains <a href="https://www.linkedin.com/in/benjaminyew/" rel="noopener" target="_blank">Benjamin Yew</a>, Global Commodity Manager at Fusion Worldwide.
<a href="https://www.fusionww.com/industries/enterprise-computing-and-servers" rel="noopener" target="_blank">Major hyperscale data centers </a>including AWS, Microsoft Azure, and Google Cloud continue expanding enterprise HDD capacity for AI training data, cloud backup solutions, and cold storage applications. <a href="https://www.fusionww.com/shop/catalog/1242/server-hard-disk-drives">Browse our complete selection of server hard disk drives</a> for enterprise-grade storage solutions.
<h2>Global Enterprise HDD Market Growth</h2>
Enterprise HDD demand accelerates globally with key regional drivers:
<ul>
<li>United States: 5.4% CAGR - Hyperscale data center expansion and AI infrastructure investments</li>
<li>Japan: 5.3% CAGR - Healthcare data retention and surveillance infrastructure requirements</li>
<li>Europe: Steady growth - GDPR compliance and data sovereignty regulations</li>
</ul>
Market growth data sourced from <a href="https://www.futuremarketinsights.com/reports/hard-disk-drive-market" rel="noopener" target="_blank">Future Market Insights HDD Market Report 2025-2035</a>
<h2>Advanced HDD Technology Drives Capacity</h2>
Next-generation HDD technology pushes storage boundaries through breakthrough innovations:
<h3>HAMR and MAMR Technology</h3>
<ul>
<li>Seagate 32TB HAMR drives launched January 2025 using laser-assisted magnetic writing</li>
<li>Western Digital 32TB ePMR drives shipped October 2024 with advanced recording techniques</li>
<li>Toshiba 30TB+ development using next-generation magnetic recording</li>
</ul>
These technologies deliver higher storage density per rack, reduced power consumption, and cost-effective scalability for growing data needs. Explore high-capacity options including <a href="https://www.fusionww.com/shop/product/4260233/0F62796">Western Digital 24TB Ultrastar drives</a> and <a href="https://www.fusionww.com/shop/product/4196174/WUH722222ALE6L4">22TB enterprise solutions</a> available now.
<h2>Enterprise Applications: AI and Cold Storage</h2>
Enterprise AI workloads require diverse storage solutions. While active training uses SSDs, AI data pipelines leverage enterprise HDDs for:
<ul>
<li>Data ingestion and preprocessing</li>
<li>Training dataset archival</li>
<li>Model versioning and backup</li>
</ul>
Enterprise cold storage remains HDDs' strongest use case for regulatory compliance, legal discovery, business intelligence, and disaster recovery. For mission-critical applications, consider <a href="https://www.fusionww.com/shop/product/2904301/ST12000NM000J">Seagate Exos enterprise drives</a> with 2.5 million hour MTBF ratings.
<h2>Supply Chain Challenges and Solutions</h2>
Enterprise HDD lead times now extend 3-6 months for specialized configurations. Effective procurement strategies include:
<ul>
<li>Enhanced demand planning with 3-4 month visibility</li>
<li>Diversified sourcing combining authorized and open-market channels</li>
<li>Strategic inventory positioning to reduce delivery risks</li>
<li>Proactive lifecycle management for obsolete models</li>
</ul>
Lead time data sourced from <a href="https://www.touchpoint.com.au/hdd-supply-constraints-to-persist-into-2025/" rel="noopener" target="_blank">industry supply chain analysis and Touchpoint Technology market reports</a>
<h2>Enterprise HDD FAQs</h2>
Why choose enterprise HDDs over consumer drives? Enterprise drives feature higher reliability ratings, 24/7 operation capability, advanced error correction, and extended warranties.
What's the difference between nearline and enterprise HDDs? Nearline HDDs optimize for sequential workloads and capacity, while enterprise performance HDDs offer faster access and higher IOPS.
How do HAMR and MAMR improve capacity? HAMR uses laser-assisted heating for smaller magnetic domains. MAMR uses microwave fields to assist writing, both enabling higher density.
<h2>Partner with Fusion Worldwide for Enterprise Storage</h2>
The <a href="https://www.fusionww.com/shop/catalog/1210/storage" rel="noopener" target="_blank">enterprise storage market</a> continues evolving toward hybrid architectures strategically leveraging both HDDs and SSDs. As enterprise HDD demand grows, reliable supply partnerships become mission-critical.
Fusion Worldwide offers comprehensive storage solutions including:
<ul>
<li><a href="https://www.fusionww.com/shop/catalog/1242/server-hard-disk-drives">Server hard disk drives</a> from leading manufacturers</li>
<li><a href="https://www.fusionww.com/industries/enterprise-computing-and-servers">Enterprise computing and server solutions</a></li>
<li><a href="https://www.fusionww.com/quality/process" rel="noopener" target="_blank">Quality assurance and lifecycle management services</a></li>
<li><a href="https://www.fusionww.com/quality/quality-control-centers" rel="noopener" target="_blank">Global fulfillment with regional distribution centers</a></li>
</ul>
<a href="https://www.fusionww.com/shop/catalog/1242/server-hard-disk-drives">Shop enterprise HDDs on our e-commerce platform</a> for competitive pricing, verified inventory, and global fulfillment that keeps your storage infrastructure running smoothly.

Supply constraints are tightening for <a href="https://www.fusionww.com/industries/enterprise-computing-and-servers">enterprise storage solutions</a>. Lead times for high-capacity&nbsp;<a href="https://www.fusionww.com/shop/catalog/1235/hard-disk-drives" rel="noopener" target="_blank"> hard disk drives (HDDs) </a> now stretch 3-6 months. Yet despite predictions of HDD obsolescence, enterprise hard drives are experiencing unprecedented growth, with the global market projected to reach $111.2 billion by 2035.

The Greensheet: July 2025

The July edition highlights acute DDR4 shortages and AI-fueled demand surges, with ripple effects across memory, CPUs, GPUs, storage, and networking components.

<a id="key-themes" data-hs-anchor="true"></a>
<h2 aria-level="2">Key Themes</h2>
<ul>
<li data-start="171" data-end="367">
<a href="https://www.fusionww.com/shop/catalog/1208/memory-modules" rel="noopener" target="_blank" style="font-weight: normal;">DDR4 Shortages Push Pricing Higher:</a> 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%.
</li>
<li data-start="368" data-end="578">
<a href="https://www.fusionww.com/shop/hardware" rel="noopener" target="_blank" style="font-weight: normal;">AI Demand Tightens CPU and GPU Supply:</a> 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.
</li>
<li data-start="579" data-end="808">
<a href="https://www.fusionww.com/shop/hardware" rel="noopener" target="_blank" style="font-weight: normal;">Storage and Networking Delays Widen:</a> 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.
</li>
</ul>

Why NVIDIA Jetson Orin Demand Is Reshaping Sourcing Plans

The electronic component supply chain is always moving, but few products have accelerated demand the way the NVIDIA® Jetson Orin™ series has. Lead times are stretching. Prices are shifting. And demand shows no signs of slowing.

The electronic component supply chain is always moving, but few products have accelerated demand the way the <a href="https://www.fusionww.com/shop/catalog/1238/single-board-computers?manufacturers=225&amp;Series=NVIDIA+Jetson+AGX+Orin+Series%3A%3BNVIDIA+Jetson+Orin+NX+Series%3A%3BNVIDIA+Jetson+Orin+Nano+Series" rel="noopener" target="_blank">NVIDIA® Jetson Orin™</a> series has. Lead times are stretching. Prices are shifting. And demand shows no signs of slowing.
At Fusion Worldwide, we’re seeing it firsthand. The Jetson Orin series has quickly become central to edge AI applications, including robotics, smart infrastructure, medical devices, and factory automation. For sourcing professionals, this isn’t just a trend. It’s a test of planning, adaptability, and supply chain visibility.
<h2 style="font-size: 24px; font-weight: bold;" data-start="856" data-end="881">What’s Driving Demand</h2>
Jetson Orin modules aren’t just powering devices—they’re enabling real-time intelligence at the edge. From autonomous drones to quality assurance systems on production lines, these modules capture and process data quickly without depending on centralized infrastructure.
This performance makes them especially valuable in:
<ul>
<li data-start="1209" data-end="1242">Robotics and factory automation</li>
<li data-start="1245" data-end="1278">Smart cities and infrastructure</li>
<li data-start="1281" data-end="1314">Medical imaging and diagnostics</li>
<li data-start="1317" data-end="1355">Retail analytics and computer vision</li>
<li data-start="1358" data-end="1390">Autonomous drones and vehicles</li>
</ul>
The ecosystem is also maturing. JetPack SDK and ROS 2 compatibility allow for faster, more flexible development, which adds further appeal for engineering teams under pressure.
<h2 style="font-size: 24px; font-weight: bold;" data-start="1570" data-end="1600">Demand Is Outpacing Supply</h2>
As adoption increases, sourcing constraints are emerging.<a href="https://www.fusionww.com/shop/catalog/1238/single-board-computers?manufacturers=225&amp;Series=NVIDIA+Jetson+Orin+Nano+Series" rel="noopener" target="_blank"> Jetson Orin Nano Developer Kits</a> and several production modules are now facing allocation and backorders across major distributors. Demand is growing rapidly across North America, EMEA, and APAC.
NVIDIA recently extended the Jetson Orin product lifecycle through 2028, underscoring the long-term importance of the series. But longevity doesn’t solve short-term availability. Buyers today are juggling two priorities:
<ul>
<li data-start="2081" data-end="2107">Secure what you need now</li>
<li data-start="2110" data-end="2130">Plan for what’s next</li>
</ul>
<h2 style="font-size: 24px; font-weight: bold;" data-start="2132" data-end="2173">What Procurement Leaders Should Watch</h2>
Fusion Worldwide monitors daily shifts across categories. Here’s what we’re seeing for Jetson Orin:
<ul>
<li data-start="2277" data-end="2315">Lead times vary significantly by SKU</li>
<li data-start="2318" data-end="2372">Demand is rising fast in manufacturing-heavy regions</li>
<li data-start="2375" data-end="2414">BOM flexibility is becoming essential</li>
<li data-start="2417" data-end="2488">Digital sourcing is on the rise as buyers seek 24/7 access to inventory</li>
</ul>
<h2 style="font-size: 24px; font-weight: bold;" data-start="2490" data-end="2525">Strategic Sourcing Implications</h2>
Jetson Orin is now a key variable in supply planning. As more projects depend on edge compute, procurement teams must build flexibility into both their designs and sourcing strategies.
Here’s what that looks like:
<ul>
<li data-start="2744" data-end="2787">Plan early to stay ahead of rising demand</li>
<li data-start="2790" data-end="2856">Use real-time data to identify risk before it affects production</li>
<li data-start="2859" data-end="2911">Evaluate alternate configurations to reduce delays</li>
<li data-start="2914" data-end="2970">Work with partners who offer visibility and global reach</li>
</ul>
<h2 style="font-size: 24px; font-weight: bold;" data-start="2972" data-end="2992">How Fusion Helps</h2>
Fusion Worldwide provides:
<ul>
<li data-start="3023" data-end="3070">Access to global inventory and alternate SKUs</li>
<li data-start="3073" data-end="3129">Real-time availability through our e-commerce platform</li>
<li data-start="3132" data-end="3195">A team with experience navigating dynamic sourcing conditions</li>
</ul>
Whether you’re managing lead time challenges or planning your next design cycle, we can help you move with speed, clarity, and confidence.
<a href="https://www.fusionww.com/shop/catalog/1238/single-board-computers?manufacturers=225&amp;Series=NVIDIA+Jetson+Orin+Nano+Series%3A%3BNVIDIA+Jetson+Orin+NX+Series%3A%3BNVIDIA+Jetson+AGX+Orin+Series" rel="noopener" target="_blank">Browse available Jetson Orin modules now</a>, or <a href="https://www.fusionww.com/contact-us/general-inquiry" rel="noopener" target="_blank">connect with our team</a> to review your sourcing strategy.
Move forward with confidence—not just urgency.

The electronic component supply chain is always moving, but few products have accelerated demand the way the <a href="https://www.fusionww.com/shop/catalog/1238/single-board-computers?manufacturers=225&amp;Series=NVIDIA+Jetson+AGX+Orin+Series%3A%3BNVIDIA+Jetson+Orin+NX+Series%3A%3BNVIDIA+Jetson+Orin+Nano+Series" rel="noopener" target="_blank">NVIDIA® Jetson Orin™</a> series has. Lead times are stretching. Prices are shifting. And demand shows no signs of slowing.

Faces of Fusion: Dylan Chew

Dylan Chew brings more than 15 years of hands-on experience in franchised distribution, manufacturing, and the independent market. 

Dylan Chew brings more than 15 years of hands-on experience in franchised distribution, manufacturing, and the independent market. He joined Fusion Worldwide in 2018 and now leads global purchasing operations, overseeing supplier strategy, regional execution, and sourcing decisions that support some of the world’s largest manufacturers.
As Vice President of Global Purchasing, Dylan plays a key role in helping Fusion respond to supply chain volatility and customer demand. We spoke with him about how his team stays agile, how e-commerce has changed the way we work, and how becoming a parent shaped his approach to leadership.
<h3 data-start="848" data-end="891">&nbsp;</h3>
<h2 style="font-size: 24px; font-weight: normal;" data-start="848" data-end="891">A Global View on Supply Chain Agility</h2>
“In a volatile market, flexibility is everything.”
No two days look the same in Dylan’s world. “We’re constantly assessing risk, exploring new supply channels, and building partnerships to support our customers,” he says. “It’s not just about sourcing components—it’s about keeping our clients ahead of disruption.”
That work spans three regions and requires seamless collaboration between global teams. Under Dylan’s leadership, Fusion has strengthened supplier relationships, improved purchasing responsiveness, and sharpened its ability to anticipate shifts in semiconductor demand.
<h3 data-start="1490" data-end="1518">&nbsp;</h3>
<h2 data-start="1490" data-end="1518">The Role of E-Commerce</h2>
“Speed, transparency, and trust—that’s what our platform delivers.”
For Dylan, Fusion’s <a data-start="1612" data-end="1670" rel="noopener" target="_new">E-Commerce platform</a> is more than a digital storefront—it’s a strategic asset. “It gives our customers access to real-time pricing and live inventory, which is critical in our line of work,” he explains. “That kind of visibility empowers smarter, faster decision-making.”
On the purchasing side, the platform enhances internal agility—streamlining RFQs, enabling BOM uploads, and reducing the time between need and fulfillment. It’s just one of the ways Fusion blends technology with service to meet today’s challenges.
<blockquote data-start="2172" data-end="2356">
Explore the platform to see how it supports faster sourcing, smarter planning, and stronger supply chain decisions: <a data-start="2294" data-end="2356" rel="noopener" target="_new">fusionww.com/e-commerce</a>
</blockquote>
<h3 data-start="2363" data-end="2384">&nbsp;</h3>
<h2 style="font-size: 24px;" data-start="2363" data-end="2384">Built to Evolve</h2>
“Every improvement we make comes from listening to the market.”
Fusion’s e-commerce platform has come a long way since its launch, and Dylan has had a front-row seat to its evolution. “We’ve introduced more intuitive search features, improved navigation, and tools that offer deeper market insight,” he says. “It’s all rooted in feedback—from customers and from our teams on the ground.”
That continuous improvement mindset is core to Dylan’s leadership approach. “We’re not here to build something and walk away. We’re here to adapt, optimize, and stay ahead of what the market demands.”
<h3 data-start="2986" data-end="3030">&nbsp;</h3>
<h2 style="font-size: 24px;" data-start="2986" data-end="3030">A Culture That Moves Fast—and Together</h2>
“Everyone’s aligned around the same goal: delivering results.”
When asked what makes Fusion unique, Dylan points to the culture. “There’s a sense of shared accountability here. No matter your role or region, you know you’re contributing to something bigger.”
That clarity and momentum are what drew him to the company in the first place—and what keep him inspired to lead with intention. “It’s a place where good ideas move quickly, and people are empowered to act.”
<h3 data-start="3510" data-end="3536">&nbsp;</h3>
<h2 style="font-size: 24px;" data-start="3510" data-end="3536">What Keeps Him Going</h2>
“Fatherhood gave me a new lens—and a new sense of purpose.”
Since the arrival of his twin daughters, Dylan says his priorities have shifted. “There’s nothing like becoming a parent to reframe how you approach challenges,” he reflects. “I find myself more patient, more deliberate—and more committed than ever to building something lasting.”
That motivation translates to the work, too. “We’re not just solving problems today—we’re thinking long-term for our customers. And now, for my family as well.”
<h3 data-start="4051" data-end="4091">&nbsp;</h3>
<h2 style="font-size: 24px;" data-start="4051" data-end="4091">Advice for Future Fusion Teammates</h2>
“Be ready to grow—fast.”
Dylan has simple advice for those considering a career at Fusion: “If you’re adaptable, proactive, and eager to learn, you’ll thrive here. This is a fast-paced environment with huge potential for impact. You won’t just see the results of your work—you’ll feel it.”
&nbsp;
Interested in working with leaders like Dylan? Visit our <a href="https://www.fusionww.com/about-us/careers" rel="noopener" target="_blank">careers page</a> to explore career opportunities!<a data-start="258" data-end="314" rel="noopener" target="_new"></a>

Dylan Chew brings more than 15 years of hands-on experience in franchised distribution, manufacturing, and the independent market. He joined Fusion Worldwide in 2018 and now leads global purchasing operations, overseeing supplier strategy, regional execution, and sourcing decisions that support some of the world’s largest manufacturers.

Server CPU Market Dynamics in 2025

DDR4 memory now costs more than cutting-edge DDR5 technology. This price inversion signals unprecedented changes in the server CPU market -- a perfect storm of supply shortages, technology transitions, and competitive upheaval reshaping enterprise computing.

<h2 style="font-size: 24px;">The Great Reversal: When Legacy Technology Commands Premium Prices</h2>
In a stunning market reversal, <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4" rel="noopener" target="_blank">DDR4 memory</a> now costs more than cutting-edge <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5" rel="noopener" target="_blank">DDR5</a> technology. This price inversion signals unprecedented changes in the server CPU market -- a perfect storm of supply shortages, technology transitions, and competitive upheaval reshaping enterprise computing.
Meanwhile, <a href="https://www.fusionww.com/shop/manufacturers/8/AMD" rel="noopener" target="_blank">AMD's</a> relentless gains have positioned the company to potentially achieve parity with Intel in server processors by 2026. Just eight years ago, AMD held virtually zero percent of the server market. Today, AMD commands 39.4% market share and shows no signs of slowing.
For commodity managers, this convergence creates a unique window of opportunity. Organizations that understand these dynamics can secure significant competitive advantages while others struggle with supply constraints and pricing volatility.
<h2 style="font-size: 24px;">Current Market Reality: Ice Lake's Extended Legacy</h2>
<a href="https://www.tomshardware.com/pc-components/cpus/amd-gained-consumer-desktop-and-laptop-cpu-market-share-in-2024-server-passes-25-percent">AMD's server revenue now accounts for 35.5% of the total market</a>, yet many enterprise customers remain committed to Intel Ice Lake Xeon platforms with DDR4 memory. This reveals a critical insight: customers buying <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4&amp;Module+Type=RDIMM" rel="noopener" target="_blank">DDR4 3200 RDIMMs</a> are making calculated decisions based on specific operational requirements.
<a href="https://www.fusionww.com/shop/catalog/1220/server-cpus?Brand=Xeon+Gold&amp;Core+Family=Ice+Lake" rel="noopener" target="_blank">Ice Lake Xeon Gold </a>(63xx series) and <a href="https://www.fusionww.com/shop/catalog/1220/server-cpus?Core+Family=Ice+Lake&amp;Brand=Xeon+Platinum" rel="noopener" target="_blank">Platinum</a> (83xx series) processors represent the last generation of Intel's mainstream server processors to fully support DDR4.<a href="https://en.wikipedia.org/wiki/Ice_Lake_(microprocessor)"> These platforms support up to 16 DIMMs of DDR4 memory with maximum 4TB capacity</a>, making them attractive for memory-intensive workloads where DDR5 compatibility is not yet critical.
<h2 style="font-size: 24px;">The DDR5 Transition Challenge</h2>
The transition to DDR5 has proven more challenging than predicted.<a href="https://www.ic-pcb.com/micron-ddr4-eol-global-shortage-memory-prices-2025.html"> DDR4 spot prices surged 50% in June, with 16Gb DDR4 now trading at around $6 -- surpassing DDR5 prices of approximately $5.80</a>.
The root cause extends beyond supply and demand. DDR5 modules moved <a href="https://www.fusionww.com/shop/catalog/1067/power-management-ics" rel="noopener" target="_blank">Power Management Integrated Circuits</a> (PMICs) and Voltage Regulator Modules (VRMs) from <a href="https://www.fusionww.com/shop/catalog/1339/motherboards" rel="noopener" target="_blank">motherboards</a> to <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules" rel="noopener" target="_blank">memory modules</a>. These components represent a fundamental architectural shift, and their production challenges have created cascading effects throughout the server ecosystem.
<h2>AMD's Strategic Position</h2>
While Intel grapples with Ice Lake legacy support and DDR5 transition challenges, AMD has capitalized on market uncertainties.<a href="https://wccftech.com/amd-manages-to-shift-the-dynamics-of-data-center-markets-into-its-favour/"> In Q1 2025, AMD's server market share reached 39.4%, marking a 6.5% quarter-over-quarter increase</a>.<a href="https://www.fusionww.com/shop/manufacturers/8/AMD?Brand=Epyc&amp;Core+Family=Rome" rel="noopener" target="_blank"> EPYC Milan&nbsp;</a>and Rome series processors represent proven alternatives for customers seeking DDR4 compatibility with enhanced performance.
<a href="https://www.tomshardware.com/pc-components/cpus/amd-gained-consumer-desktop-and-laptop-cpu-market-share-in-2024-server-passes-25-percent">Intel's datacenter CPU sales hit their lowest point in 13 years</a>, creating opportunities for strategic account management.
<h2 style="font-size: 24px;">CPU Availability Challenges Through 2025</h2>
<a href="https://arksolvers.com/cpu-shortages/">CPU shortages are expected to continue until late 2025</a>, causing significant delays across the technology industry. This timeline means customers making decisions today about Ice Lake, Milan, or Rome processors are securing compute capacity for the next 18 to 24 months.
Intel's roadmap challenges compound these supply concerns. Intel is pushing out next-generation <a href="https://www.fusionww.com/shop/catalog/1205/cpus?Brand=Xeon" rel="noopener" target="_blank">E-core Xeon CPUs</a> while converting a future AI accelerator into a research platform, extending the viability window for current-generation processors.
<h2>The AI and Edge Computing Opportunity</h2>
Specialized processors for AI, edge computing, and Electronic Design Automation represent growing market segments.<a href="https://www.futuremarketinsights.com/reports/data-center-cpu-market"> Sixteen-core CPUs are projected to dominate the data center market, capturing 28.3% market share in 2025</a>. This trend toward mid-range core counts aligns with many AI inference and edge computing workloads.
<h2 style="font-size: 24px;">Strategic Procurement Opportunities</h2>
The current market presents unique opportunities for purchasing professionals to optimize infrastructure investments while navigating supply chain challenges.
<h3>The DDR4 Price Advantage Window</h3>
DDR4 pricing volatility and DDR5 transition challenges create a narrow window for securing favorable DDR4-based system pricing. With server DRAM prices expected to decline 5% to 10%, organizations can achieve compelling value by strategically timing Ice Lake, Milan, and Rome-based system acquisitions.
<h3>Ice Lake as a Strategic Bridge Platform</h3>
Intel Ice Lake represents the last stable DDR4-native server platform before complete DDR5 transition. Organizations with existing DDR4 infrastructure can leverage Ice Lake systems for performance improvements without costly memory subsystem changes, minimizing migration risks while extending current memory investment returns.
<h3 style="font-size: 20px;">Proven Reliability Options</h3>
While<a href="https://www.nextplatform.com/2024/11/12/the-server-recession-ends-and-both-intel-and-amd-won/"> three-quarters of x86 CPUs supplied to datacenters worldwide still utilize Intel technology</a>, AMD's consistent execution and predictable roadmap offer attractive alternatives with proven enterprise-grade reliability and compelling performance-per-dollar ratios.
<h2>Market Timing Insights</h2>
The current market presents a unique convergence of factors:
<ul>
<li aria-level="1">Supply constraints creating urgency for current-generation purchases</li>
<li aria-level="1">Technology transitions extending DDR4-based platform viability</li>
<li aria-level="1">Competitive dynamics favoring alternative suppliers for platform-flexible customers</li>
<li aria-level="1">Memory market price volatility creating strategic timing opportunities</li>
</ul>
<h2>Key Takeaways</h2>
The server CPU market in 2025 demands proactive engagement rather than reactive procurement strategies. Intel's segmentation of next-generation <a href="https://www.fusionww.com/shop/catalog/1205/cpus?Brand=Xeon" rel="noopener" target="_blank">Xeon processors</a> into P-Core and E-Core categories indicates significant architectural changes ahead, creating opportunities for strategic positioning during this transition period.
Organizations making infrastructure decisions today are choosing their compute platform for the next technology cycle. Those who secure advantageous positioning now will benefit from both immediate cost advantages and strategic platform stability.
In a market defined by supply constraints, technology transitions, and competitive upheaval, proactive CPU procurement strategies are essential for capturing value and building resilient infrastructure foundations.
<h2 style="font-size: 24px;">Navigate Market Shifts with Confidence</h2>
Navigate these complex market dynamics with real-time pricing intelligence and availability forecasts from our latest June Greensheet. Create an account to access detailed market data that helps you make informed procurement decisions.
<a href="https://fusionww.com/register" rel="noopener" target="_blank">Create Account Now</a>

<h2 style="font-size: 24px;">The Great Reversal: When Legacy Technology Commands Premium Prices</h2>
In a stunning market reversal, <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4" rel="noopener" target="_blank">DDR4 memory</a> now costs more than cutting-edge <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5" rel="noopener" target="_blank">DDR5</a> technology. This price inversion signals unprecedented changes in the server CPU market -- a perfect storm of supply shortages, technology transitions, and competitive upheaval reshaping enterprise computing.

The Greensheet: June 2025

The June edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives. 

<a id="key-themes" data-hs-anchor="true"></a>
<h2 aria-level="2">Key Themes</h2>
<ul style="line-height: 1.25;">
<li>Tariff Developments Add Complexity to Sourcing: A new multi-layered U.S.–China tariff structure is expected to take effect, while exemptions remain in place until August. Buyers are navigating increased documentation checks and preparing for possible Section 232 tariffs on chips and equipment.</li>
<li>Memory and Storage Prices Increase Across the Board: <a target="_blank" href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4" rel="noopener">DDR4</a> and <a target="_blank" href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5" rel="noopener">DDR5</a> module pricing rose due to last-time buy deadlines and demand from hyperscalers. <a target="_blank" href="https://www.fusionww.com/shop/catalog/1236/solid-state-drives" rel="noopener">SSD</a> prices&nbsp;also trended upward, driven by reduced allocations and potential end-of-life announcements.</li>
<li>Component Shortages Continue in AI-Related Categories: Supply constraints persist across GPUs, server CPUs, NICs, and high-spec passives as AI infrastructure builds strained&nbsp;production. Lead times are extending, primarily in the automotive and industrial segments.</li>
</ul>

The DDR4 Price Spike: What’s Behind the Surge

In late May 2025, the memory market saw a sharp and sudden movement: DDR4 spot prices surged significantly.

In late May 2025, the memory market saw a sharp and sudden movement: <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4" rel="noopener" target="_blank">DDR4</a> spot prices surged significantly. An <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4&amp;Density=8GB" rel="noopener" target="_blank">8Gb DDR4</a> that cost $3.20 is now hovering near $8. For<a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4&amp;Density=16GB" rel="noopener" target="_blank"> 16gb chips</a>, the leap was just as dramatic, from $5.50 to ~$16.&nbsp;&nbsp;

But this isn’t a short-term spike. It is the result of a deeper transformation in how memory supply chains are structured and managed, and businesses need to take notice.&nbsp;
At Fusion Worldwide, we have been tracking these dynamics closely. In our previous article,<a href="https://www.fusionww.com/insights/blog/memory-market-shifts-from-inventory-to-forecasting"> “Memory Supply Tightens: Why Forecasts Matter More Than Inventory,”</a> we explored the industry-wide transition toward forecast-driven procurement. What we are seeing now with DDR4 is a textbook example of that shift in action and its ripple effects are only beginning.&nbsp;
<h2 style="font-size: 24px;">What’s Causing the DDR4 Price Surge?&nbsp;</h2>
1. The Phase Out 
Leading memory manufacturers including <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?manufacturers=141" rel="noopener" target="_blank">Samsung</a>, <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?manufacturers=102" rel="noopener" target="_blank">Micron</a>, and <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?manufacturers=147" rel="noopener" target="_blank">SK Hynix </a>are shifting their focus toward next-generation technologies such as <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR5" rel="noopener" target="_blank">DDR5</a>, LPDDR5X, and high-bandwidth memory (HBM). As production lines are reallocated, DDR4 output has decreased more rapidly than many anticipated. With shrinking manufacturing capacity for DDR4, supply has begun to dry up faster than many anticipated.&nbsp;
2. Tariff Pressure and Demand Buildup 
The U.S.–China trade environment added fuel to the fire. With new tariffs looming, many buyers rushed to stockpile memory before the grace period ended. This short-term demand spike compounded an already tightening supply, pushing prices sharply upward in a matter of weeks.&nbsp;
3. China’s Pullback and End of Oversupply 
Previously, Chinese manufacturers like CXMT and Fujian Jinhua had flooded the market with low-priced DDR4, significantly undercutting global competitors and creating a period of oversupply. However, the Chinese government recently instructed these firms to halt DDR4 production. This abrupt shift has effectively ended the oversupply and immediately tightened global supply of DDR4.&nbsp;
4. Forecasting Alone Isn’t Enough, Inventory Still Matters 
In<a href="https://www.fusionww.com/insights/blog/rethinking-inventory-management-strategies-for-a-more-resilient-supply-chain"> Rethinking Inventory Management</a>, we noted a growing shift—suppliers are relying more heavily on customer forecasts to streamline production and avoid surplus.&nbsp; While accurate forecasting remains essential to securing allocation in a leaner supply environment, it does not guarantee flexibility when demand surges unexpectedly. That’s why we encourage customers to pair strategic forecasting with a "Just in Case" inventory approach especially for high demand or end-of-life components like DDR4. By planning ahead and buying ahead, businesses can safeguard against supply shocks, pricing volatility, and extended lead times.&nbsp;&nbsp;
<h2 style="font-size: 24px;">What Does This Mean for Buyers?&nbsp;</h2>
For businesses that rely on DDR4, whether for enterprise servers, embedded systems, or legacy industrial platforms, this surge is more than just a blip. The price volatility we are seeing today is a symptom of a more fundamental shift in how memory is sourced, priced, and supplied.&nbsp;
1. Pricing Will Remain Unstable 
Our analysts forecast a continued ascent in DDR4 contract pricing through Q3 2025, with anticipated quarter-over-quarter increases ranging from 13% to 23%. The upper end of this projection particularly impacts the server segment, where robust demand for high-density DDR4 persists despite the gradual transition to DDR5 in new systems. Until DDR5 achieves greater cost-effectiveness and widespread adoption, DDR4 will remain a critical supply bottleneck for many OEMs and end-users.&nbsp;
2. Securing Supply Requires Forecasting 
With suppliers tightening allocations, businesses that don’t submit forecasts may find themselves last in line. The days of relying on buffer inventory or last-minute buys are fading fast. Forecasting isn’t just a best practice, it is a requirement. As we emphasized previously in our insights<a href="https://www.fusionww.com/insights/blog/rethinking-inventory-management-strategies-for-a-more-resilient-supply-chain"> “Rethinking Inventory Management: Strategies for a More Resilient Supply Chain”</a>, “Without these forecasts, production cuts may be necessary to maintain profits.” That dynamic is now in full effect with DDR4.&nbsp;
3. Expect Longer Lead Times and Allocation Limits 
Even at higher prices, product may not be immediately available. Lead times for DDR4 components have already extended, especially for high-demand parts. Allocation caps are also being enforced by some suppliers to spread available inventory across more customers.&nbsp;
<h2 style="font-size: 24px;">How to Respond Strategically&nbsp;</h2>
Procurement leaders aren’t waiting to react, they’re preparing now. Here’s how.&nbsp;
1. Leverage Market Intelligence Use tools like Fusion Worldwide’s <a href="https://www.fusionww.com/insights/blog/state-of-the-industry-report-2025-vol-1" rel="noopener" target="_blank">State of the Industry</a> report and monthly <a href="https://www.fusionww.com/insights/blog/the-greensheet-may-2025" rel="noopener" target="_blank">Greensheet t</a>o monitor price trends and lead time signals in real time. Understanding the early signs of tightening supply enables more agile sourcing.&nbsp; 2. Lock in Long-Term Agreements If DDR4 is essential to your product roadmap, secure long-term agreements now even at higher prices. This can shield you from future volatility and prevent line-down risks.&nbsp; 3. Diversify Your Sources Overreliance on a single supplier or region increases vulnerability to supply chain disruption especially in times of sudden demand shifts or geopolitical tension. Working with independent distributors offers access to a broader, more flexible network of vetted suppliers, helping businesses navigate constraints, reduce lead times, and maintain continuity when traditional channels fall short.&nbsp; 4. Forecast Accurately and Communicate Often&nbsp; 
Ensure your internal forecasts reflect actual demand and share them consistently with key partners. As DDR4 winds down, visibility is critical. Strategic partners equipped with market intelligence and platforms that offer real-time access to pricing and availability can enhance planning accuracy. Tools like <a href="https://www.fusionww.com/shop" rel="noopener" target="_blank">Fusion Worldwide’s E-Commerce platform </a>allow you to monitor component trends as they evolve, supporting faster, data-informed decisions.&nbsp;
<h2 style="font-size: 24px;">Analysis and Outlook &nbsp;</h2>
The sudden spike in DDR4 pricing is a clear indication that the memory industry is undergoing a structural shift, one that will reward proactive planning and create challenges for reactive sourcing. As suppliers transition to DDR5 and adopt forecast-driven production models, legacy products like DDR4 are facing rapid phase-outs. This reduced flexibility means buyers must now engage earlier in the planning process, using detailed forecasts and strategic procurement to ensure access to critical components before availability tightens further.&nbsp;
For forward looking organizations, this shift presents an opportunity. Buyers who lock in long-term agreements, diversify their sourcing channels, and leverage market intelligence will not only gain better pricing and supply stability but also be in a stronger position to navigate future transitions, such as the move to DDR5 or new trade regulations. The current pricing surge may also accelerate innovation, nudging companies to refresh platforms or migrate sooner to newer, more efficient memory technologies.&nbsp;
At the same time, risks remain. Extended lead times, component allocation limits, and geopolitical uncertainty especially around tariffs could introduce significant disruption. Businesses dependent on DDR4 for industrial, embedded, or server applications should prepare for increased costs and potential obsolescence in 2026 and beyond. In this evolving landscape, supply chain resilience is not just about inventory, it is about intelligence, agility, and strategic foresight.&nbsp;
<h2 style="font-size: 24px;">Stay Ahead of the Memory Market Shift&nbsp;</h2>
In a market defined by volatility and vanishing visibility, success depends on how quickly you can act—and who you trust to guide you. At Fusion Worldwide, we help procurement teams make faster, more informed decisions with real-time data, global sourcing expertise, and direct access to components through our new E-Commerce platform. Whether you’re navigating DDR4’s end-of-life cycle or preparing for what’s next, staying ahead starts with seeing the full picture.&nbsp;&nbsp;
Act with clarity, not just urgency—create your <a href="https://www.fusionww.com/" rel="noopener" target="_blank">Fusion account</a> to access the tools you need.

In late May 2025, the memory market saw a sharp and sudden movement: <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4" rel="noopener" target="_blank">DDR4</a> spot prices surged significantly. An <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4&amp;Density=8GB" rel="noopener" target="_blank">8Gb DDR4</a> that cost $3.20 is now hovering near $8. For<a href="https://www.fusionww.com/shop/catalog/1208/memory-modules?Memory+Technology=DDR4&amp;Density=16GB" rel="noopener" target="_blank"> 16gb chips</a>, the leap was just as dramatic, from $5.50 to ~$16.&nbsp;&nbsp;

Inventory Digestion by Sector: What Q1 2025 Earnings Reveal About Strategic Positioning 

As the electronics industry navigates complex market dynamics, technology transitions, and economic uncertainties, inventory management has evolved from tactical operations to strategic foresight. 

As the electronics industry navigates complex market dynamics, technology transitions, and economic uncertainties, inventory management has evolved from tactical operations to strategic foresight. The companies that excel in this environment are not merely counting stock they're using inventory as a strategic tool to sense market direction, align operations with opportunities, and position for future growth. &nbsp;

Rethinking Inventory Management: Strategies for a More Resilient Supply Chain

Inventory isn’t just about what you have on hand—rather, how quickly you can adapt when what you need isn’t available.

Inventory isn’t just about what you have on hand—rather, how quickly you can adapt when what you need isn’t available. From unpredictable demand cycles to geopolitical disruption and material shortages, modern supply chains demand flexibility. Traditional inventory models built on just-in-time principles are being re-evaluated as manufacturers and procurement teams seek new ways to maintain continuity without overcommitting to stock. This article explores strategic inventory management approaches that balance risk, agility, and cost—and how trusted partners can support those efforts with data-driven insights and access to global component availability.&nbsp;
&nbsp;
<h2 style="font-size: 18px;">The Shift from Just-in-Time to Just-in-Case&nbsp;</h2>
In the past, lean inventory models were the gold standard. But recent disruptions have exposed the fragility of relying solely on just-in-time (JIT) systems. With longer lead times, inconsistent supplier performance, and transportation bottlenecks, the costs of being unprepared now outweigh the savings of operating with minimal inventory.&nbsp;
Just-in-case (JIC) inventory strategies have emerged as a practical alternative—especially for high-risk or high-demand components. The goal is not to stockpile blindly, but to identify critical parts that warrant buffer stock, multi-source planning, or long-term agreements with distributors.&nbsp;
&nbsp;
<h2 style="font-size: 18px;">Visibility as a Competitive Advantage&nbsp;</h2>
The greater visibility over your inventory status and supply availability, the faster you can make informed decisions. That’s why many manufacturers are investing in better forecasting tools and supplier data integration.&nbsp;
But visibility isn’t just internal. Working with a distributor who provides real-time updates on global availability and pricing can help procurement teams react quickly to demand spikes or shortages—without locking into unnecessary commitments.&nbsp;
Explore how Fusion Worldwide supports smarter inventory decisions through our <a href="https://www.fusionww.com/" rel="noopener" target="_blank">E-Commerce platform</a>, where real-time data helps buyers respond with confidence.&nbsp;
&nbsp;
<h2 style="font-size: 18px;">Risk Mitigation Through Strategic Stocking&nbsp;</h2>
One of the most effective ways to reduce disruption is by identifying which SKUs pose the most risk—whether due to lifecycle status, supplier reliability, or lead time volatility. Strategic stocking focuses on holding the right inventory, not simply excess inventory. Conscious buyers ask:
<ul>
<li>Which parts are most likely to cause production delays?&nbsp;</li>
<li>What are the current lead times from OEMs and contract manufacturers?&nbsp;</li>
<li>Can we secure buffer stock for specific production runs?&nbsp;</li>
</ul>
Distributors with global reach and quality controls can help answer those questions and provide the flexibility needed to build smarter buffers.&nbsp;
&nbsp;
<h2 style="font-size: 18px;">Leveraging the Open Market Responsibly&nbsp;</h2>
There’s a misconception that open market sourcing is only for emergencies. But when used proactively, it can become a tool for improving responsiveness and cost control.&nbsp;
Fusion Worldwide offers vetted inventory, logistics agility, and sourcing support that fits into broader inventory strategies—not just last-minute buys. Learn more about how we approach<a href="https://www.fusionww.com/quality" rel="noopener" target="_blank"> quality assurance </a>across our global network.&nbsp;
&nbsp;
<h2 style="font-size: 18px;">Planning for the Next Disruption&nbsp;</h2>
If the past few years have taught us anything, it’s that supply chain shocks aren’t rare—they’re recurring. Smart inventory management prepares for uncertainty, not solely relying on reactive decisions.&nbsp;
Whether it’s through improved forecasting, trusted supplier relationships, or increased component visibility, resilient organizations are those that invest in agility.&nbsp;
At Fusion Worldwide, we believe inventory management should be proactive, not reactive. Explore current availability and demand trends through our <a href="https://www.fusionww.com/" rel="noopener" target="_blank">E-Commerce platform</a><a href="https://www.fusionww.com/" rel="noopener" target="_blank" id="__hsNewLink"></a>, or read our latest insights in <a href="https://www.fusionww.com/insights/blog/the-greensheet-may-2025" rel="noopener" target="_blank">The Greensheet.</a>&nbsp;
&nbsp;

Inventory isn’t just about what you have on hand—rather, how quickly you can adapt when what you need isn’t available. From unpredictable demand cycles to geopolitical disruption and material shortages, modern supply chains demand flexibility. Traditional inventory models built on just-in-time principles are being re-evaluated as manufacturers and procurement teams seek new ways to maintain continuity without overcommitting to stock. This article explores strategic inventory management approaches that balance risk, agility, and cost—and how trusted partners can support those efforts with data-driven insights and access to global component availability.&nbsp;

The Greensheet: May 2025

The May edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives. 

<a id="key-themes" data-hs-anchor="true"></a>
<h2 aria-level="2">Key Themes</h2>
<ul>
<li>Tariff Truce Brings Relief—But Uncertainty Lingers: A 90-day U.S.-China tariff pause is easing immediate cost pressures, but long-term risks remain. Buyers are racing to secure inventory while preparing for possible tariff reinstatements.&nbsp;</li>
<li>AI Demand Continues to Tighten Supply: Soaring AI infrastructure needs are straining DRAM, CPU, GPU, and SSD availability. Lead times are stretching, prices are rising, and procurement strategies are shifting to keep pace.&nbsp;</li>
<li>Supply Chains Realign to Minimize Tariff Exposure: Manufacturers are accelerating moves to Mexico, Malaysia, and Vietnam, while customs delays and COO policy shifts add new layers of complexity to global sourcing.&nbsp;</li>
</ul>

The Latest From Fusion

Gain access to vast experience in the electronic components industry and stay up-to-date with the latest news on supply chain changes.