Fusion Worldwide Publishes Month Market Intelligence Report, ‘Greensheet’

The Greensheet is Fusion Worldwide’s monthly market intelligence report detailing the most significant developments across the memory, hardware commodity, central processing unit, and integrated circuit supply chains.

KEY TAKEAWAYS

• Micron expands capacity for HBM as 2024 supply sells out.
• The HDD market experiences an uptick in activity thanks to AI-related customers, leading to supply constraints.
• CPU market slumps slightly as demand remains minimal and customers focus on cost savings.
• IC manufacturers and distributors increase order costs as forecasts indicate recovery may be delayed until later in the year.

The supply chain is under pressure due to rising AI-related demand and logistical challenges. Memory prices, especially for DRAM and NAND, are set to increase through 2025 due to tight availability and high demand from AI servers. The HDD market faces supply constraints, with prices expected to rise for high-capacity drives. CPUs and ICs are also seeing fluctuations, with excess supply and extended lead times causing market disruptions.

READ THE GREENSHEET