Greensheet is a monthly insight report on electronic components and the open market produced by Fusion Worldwide.
Product News
"IC (integrated circuit)
· TI (Texas Instruments) will increase the pricing of some low-profit products starting June 15, with an increase of between 15% and 24%. Affected categories: This price increase mainly affects C2000™ models MCU (microcontroller), isolation products (DSPxxx, ISOxxx and UCCxxx series) and amplifier products (MSPxxx/LMxxx series).
· The delivery cycle of TI (Texas Instruments) TCAN/Q1 series automotive ICs (integrated circuits) has been extended to more than 20 weeks due to production bottlenecks.
· STMicro (ST) shifted its production capacity to supply to automotive/industrial customers, and the allocation of its MEMS sensors was tightened. "
"Memory RDIMM/DRAM
Samsung has released EOL (discontinuation notice) for DDR4 memory. The last purchase window for the product will be closed on June 30, and the price of 32GB product modules continues to rise.
·DDR5 memory price with 96GB/128GB capacity is expected to rise by 15% month-on-month due to ultra-large customer locked in supply.
· The price of consumer-grade DDR3 memory with 4GB capacity is expected to rise in June.
"Storage SSD (Solid State Drive)/HDD (Mechanical Hard Drive)
· Several customers reported that SSD (solid-state drive) prices were expected to rise by 5% to 10% in July.
· Potential EOL (discontinuation notice) issued by manufacturers has caused the price of Micron's 7450 series SSD (solid-state drive) to rise.
· Demand for Micron's 7500 series has increased due to reduced allocation.
· Driven by the growth in procurement volume, the prices of enterprise-grade SSDs (solid-state drives) are expected to rise by more than 10% month-on-month in the third quarter of 2025.
CPU (Central Processor)
· The supply recovery of Intel's Raptor Lake U series has been postponed to the end of 2025, while the supply of the P series has improved.
· EPYC Turin, a subsidiary of AMD (American Chaowei Semiconductor Corporation), faces tightening of the allocation of AI (artificial intelligence) servers; the Milan series has experienced a 10% price increase due to the transition delay of DDR5 memory.
Qualcomm's Snapdragon X Elite has strong momentum in the field of AI (artificial intelligence) PC (personal computer), squeezing the share of Intel's mobile CPU (central processor).
· The price level of AMD's 32-core server CPUs (central processors) is expected to improve. . "
"GPU (Graphics Processor)
· The current demand for the RTX 5090 continues to be strong, but the supply level is still in a climbing period, and its supply gap is most prominent among the RTX 50 series products.
· 8GB and 16GB capacity RTX 5060 Ti – End users prefer the 16GB capacity model, which has a supply gap and has also extended delivery cycles to distributors.
· NVIDIA's 96GB Blackwell Pro 6000 workstation GPUs (graphics processors) are available in the Japanese and Indian markets for $97,000 to $98,000, with the launch of the server version being postponed to August.
Network equipment
· The supply problems of the CX-7 NIC (Network Card) under Mellanox (Mellanox) mainly occur in the dual-port model with 200Gb capacity and the single-port model with 400Gbs capacity.
· Affected by the U.S. government restricting H20 chips from entering the Chinese market, first-tier technology companies are working hard to reduce their backlog of network cards; there is a supply gap in the open market and the shortage will continue, and product prices will maintain an upward trend."
"Passive components
· Core needs continue to focus on high-standard products for AI (artificial intelligence) and server applications.
· While Panasonic maintains a tight delivery cycle, the delivery cycles of aluminum and tantalum capacitors under Kemet and Nippon Chemicon are further extended due to significant order transfers.
· China's EV (Electric Vehicle) industry continues to lead the global demand for automotive-grade passive components, but the current market situation of oversupply has caused slow pick-up of customers in distribution channels"
Manufacturer and business news
"· Related reports show that Nvidia is developing AI (artificial intelligence) chips that comply with export controls in the Chinese market: relevant intelligence sources show that after the ban on exports of H20 chips to China,
Nvidia is working on designing an alternative product based on the Blackwell architecture B30, which has multi-GPU (graphics processor) expansion capabilities.
· Intel is reportedly launching a new generation of Xeon CPUs (central processors) in 2026: Michelle Johnston Holthaus, CEO of Intel's product business, said the company is preparing for its data center product portfolio, which will launch Diamond Rapids and Clearwater Forest's new generation of Xeon CPUs (central processors) in 2026.
· GlobalFoundries announced that it will spend $16 billion to expand its chip production capacity in the United States: GlobalFoundries, the largest chip manufacturer in the United States, announced that this strategic decision is intended to meet the "unmet needs" of local customers such as Apple (Apple), Qualcomm (Qualcomm).
· AMD (American Supervisor Semiconductor) successfully reversed the competitive landscape of the data center market: AMD (American Supervisor Semiconductor) has increased the market share of server CPUs (central processing unit) to 50% in less than ten years with its highly competitive EPYC CPUs (central processing unit). "
Source: Fusion Electronics Official Account