Fusion Worldwide Wins Prestigious "International Branded Distributor" Award at EE Awards 2024

Fusion Worldwide is thrilled to announce that it has been awarded the International Branded Distributor" award at the EE Awards 2024.


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<div>Fusion Worldwide, a global leader in supply chain solutions, is thrilled to announce that it has been awarded the International Branded Distributor" award at the EE Awards 2024, held on 5th December 2024 in Taipei City.</div>
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<div>The EE Awards, organized by EE Times Taiwan, recognize excellence in the electronics industry, and this year's awards ceremony brought together industry leaders and innovators from around the world. The "International Branded Distributor" award is a testament to Fusion’s commitment to delivering exceptional service, quality, and support to its customers globally.</div>
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<div>"We would like to extend our gratitude to the organizers of the EE Awards, our customers, and our partners for their continued support," said Carissa Ng, Senior Sales Director. "This award will serve as a motivation for us to continue striving for excellence and pushing the boundaries of what is possible in our industry."</div>
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<div>The timing of this award is particularly significant, as Fusion Worldwide has recently opened a new office in Taipei, Taiwan. This strategic expansion reflects the company's commitment to serving the growing needs of its customers in Taiwan and the broader Asia Pacific region.</div>
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<div>"We are excited to establish a physical presence in Taipei, a city that has become a global technology powerhouse," added Marcus Chen, Executive Vice President. "This expansion, combined with the recognition from EE Times, reinforces our commitment to the Taipei market and our dedication to providing exceptional service to our customers in the region."</div>
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<div>Fusion Worldwide has established itself as a trusted partner, with a strong reputation for delivering high-quality products and services to customers worldwide. This award reflects the company's commitment to innovation, customer satisfaction, and excellence in distribution.</div>
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<div>About EE Times Taiwan</div>
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<div>EE Times Taiwan is a leading online publication that provides in-depth coverage of the electronics industry in Taiwan and globally. The publication is known for its high-quality content, industry insights, and news analysis, and is widely read by industry professionals and decision-makers.</div>
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<div>Fusion Worldwide, a global leader in supply chain solutions, is thrilled to announce that it has been awarded the International Branded Distributor" award at the EE Awards 2024, held on 5th December 2024 in Taipei City.</div>
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The Greensheet: December 2024

Discover critical market insights with Fusion Worldwide's market intelligence report on electronic components, covering trends, supply constraints, pricing, and major industry shifts across various product groups.

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The Greensheet is Fusion Worldwide's periodic market intelligence report detailing the most significant developments across the electronic component supply chain. The December edition of The Greensheet provides in-depth trend updates for 12 product groups, as well as insights from key manufacturers and an analysis of the potential impact of upcoming changes to U.S. tariffs.
The information provided in the following pages is based on market intelligence gathered from Fusion Worldwide's sources. 
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Sign up for The Greensheet and get the latest industry insights.

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Driving Innovation: Fusion Worldwide at Electronica 2024

Electronica 2024, held in Munich, Germany, from November 12-15, once again proved itself as the premier event for the global electronics industry. With over 2,800 exhibitors and nearly 80,000 visitors, the tradeshow was a hub of technological innovation and collaboration. Fusion Worldwide was thrilled to participate, showcasing our commitment to helping customers navigate supply chain challenges with expertise and innovation. 

Electronica 2024, held in Munich, Germany, from November 12-15, once again proved itself as the premier event for the global electronics industry. With over 2,800 exhibitors and nearly 80,000 visitors, the tradeshow was a hub of technological innovation and collaboration. Fusion Worldwide was thrilled to participate, showcasing our commitment to helping customers navigate supply chain challenges with expertise and innovation.&nbsp;

“Electronica 2024 was an incredible success, exceeding all expectations. The overwhelming booth traffic and the buzz throughout the event were reassuring, reflecting the energy of the market and the strong support from our customers. Our booth design stood out, embodying Fusion’s professional, sharply executed brand, and resonated with attendees who engaged with us as long-term partners."&nbsp;
“I’m incredibly proud of our team’s dedication and coordination, which created an elevated experience for everyone who visited. Thank you to all who joined us—it was a memorable week that sets the stage for a productive 2025.” <a href="https://www.fusionww.com/insights/blog/faces-of-fusion-evan-maniquis">Evan Maniquis, Vice President of Sales – EMEA.</a>&nbsp;
A Standout Booth and Memorable Experience&nbsp;
Fusion Worldwide’s booth in Hall C5, Booth 101, was designed to leave a lasting impression. With an open-concept layout, vibrant branding, and carefully curated lighting, Fusion’s booth stood out amidst the bustling tradeshow floor. The central bar and private meeting rooms provided an inviting atmosphere, enabling seamless conversations that put the focus on the customer, making them feel valued.&nbsp;&nbsp;
Our interactive experiences, such as the F1 Simulator and Chip Detective game, drew significant attention, offering visitors both engagement and education. As one attendee noted, “The design and energy of the booth perfectly reflected Fusion Worldwide’s innovative approach.” These elements enhanced visibility and fostered meaningful interactions, aligning perfectly with Fusion’s mission of building strong, solution-focused relationships.&nbsp;
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<img src="https://info.fusionww.com/hubfs/Electronica%20Booth.gif" width="753" height="439" loading="lazy" alt="Electronica Booth" style="height: auto; max-width: 100%; width: 753px;">
What We Saw: Trends Shaping the Future&nbsp;
Electronica highlighted several transformative trends in the industry, all of which will continue to necessitate resilient electronic component supply chains. IoT and AI technologies took center stage, particularly in their applications for smarter systems and edge computing, where highly specialized components are essential. The automotive sector’s emphasis on EVs and charging grids reflected a growing need for advanced semiconductor solutions to power sustainable innovation.&nbsp;
The medical technology industry also stood out, with its heightened focus on quality assurance and stringent testing driving demand for reliable and meticulous sourcing processes. Additionally, the push for miniaturization and energy-efficient solutions signaled a clear shift toward compact, eco-friendly designs, requiring precision manufacturing and steady component availability.&nbsp;
These developments directly align with Fusion Worldwide’s expertise as we focus on keeping our finger on the pulse of the market. Our years of experience and consistent monitoring of the latest trends lead to fruitful conversations around adaptable supply chain solutions, cost-saving strategies, and access to reliable, high-quality components.&nbsp;
What We Heard: Customer Challenges and Solutions&nbsp;
A standout feature of the booth was the meeting rooms, where the focus remained squarely on understanding and addressing customer challenges. Cost savings, inventory management, and excess mitigation emerged as top priorities, especially in the automotive and industrial sectors, which have faced softened demand throughout the year. Many customers also expressed the need for better market intelligence to navigate tariff complexities and fluctuating pricing.&nbsp;
In response to these concerns, Fusion Worldwide’s comprehensive suite of services provides tailored solutions to help customers overcome these challenges. From high-quality testing and reliable inventory management to market insights that inform smarter decision-making, Fusion remains committed to helping businesses optimize their supply chains.&nbsp;
A highlight of these conversations was the value of our e-commerce platform, which offers a seamless way for customers to address their excess inventory issues. This feature enables businesses to upload surplus components, connecting them directly to a global network of buyers. Given the widespread challenge of managing excess across virtually every industry, this platform is a game-changer for many of our partners and aligns with Fusion’s mission to deliver cost savings and create meaningful connections in the supply chain.&nbsp;
See You Next Time!&nbsp;
Electronica 2024 was an incredible opportunity to connect with customers and industry leaders, explore emerging trends, and demonstrate Fusion Worldwide’s value as a trusted partner. Fusion looks forward to supporting customers by providing actionable solutions that address their most pressing needs while keeping them prepared for the future.&nbsp;
Interested in exploring our latest offerings or tackling excess inventory today? <a href="https://www.fusionww.com/register">Set up an e-commerce account</a> to discover how we can match your components with buyers around the world, or <a href="https://www.fusionww.com/contact-us/general-inquiry">connect with one of our representatives</a> to learn more about our vast array of supply chain solutions.&nbsp;
Thank you to everyone who visited our booth and contributed to the success of this event. Together, we’ll navigate the complexities of the electronics industry and drive innovation forward. See you at the next <a href="https://electronica.de/en/trade-fair/">Electronica in 2026</a>!&nbsp;

Electronica 2024, held in Munich, Germany, from November 12-15, once again proved itself as the premier event for the global electronics industry. With over 2,800 exhibitors and nearly 80,000 visitors, the tradeshow was a hub of technological innovation and collaboration. Fusion Worldwide was thrilled to participate, showcasing our commitment to helping customers navigate supply chain challenges with expertise and innovation.&nbsp;

CY24 Q3 Earnings Season Recap: Key Insights for Electronic Components

Explore the latest earnings season insights, highlighting growth in AI, data centers, and EVs, amidst challenges in consumer electronics and industrial sectors.

The beginning of this quarter’s earnings season has revealed a mixed outlook for the electronic component and supply chain sectors, as manufacturers encounter both strong growth drivers and notable headwinds. October’s earnings calls showed robust semiconductor demand, particularly in AI and data centers, where high-bandwidth memory and advanced nodes are fueling major investments from cloud providers, enterprises, and high-performance computing firms.
However, recovery expectations remain divided. Industry leaders like ASML, TSMC, and Amazon anticipate strong growth from AI, cloud infrastructure, automotive, and aerospace, while Texas Instruments and AMD express more caution, citing ongoing challenges in the industrial sector, automotive softness, and inventory adjustments.
The following industry breakdown explores sector-specific challenges and opportunities shaping today’s supply chain landscape.
AI and Data Center
Manufacturers in the AI and Data Center sectors report substantial growth driven by increasing demand for AI workloads, cloud infrastructure, and high-performance computing.
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<li>Strong Demand for AI-related Components: AI workloads are significantly boosting demand across data centers, storage, processors, and networking equipment. AMD, Seagate, and Intel report notable growth in AI-driven infrastructure needs.</li>
<li>High-Performance Computing Growth: AI developments are driving demand in data centers, memory, and storage, especially for high-bandwidth memory, SSDs, and specialized hardware. ASML, TSMC, and Seagate highlight growth in these areas due to the market activity stemming from the demand for generative AI and the need for components that can manage high-performance applications.</li>
<li>Cloud &amp; Generative AI Impact on Hardware Demand: Generative AI is fueling a surge in demand for specialized hardware, processors, and storage solutions. Amazon, Meta, and Seagate lead in cloud services and AI-focused infrastructure investments, indicating sustained growth in these sectors.</li>
<li>Data Storage &amp; Connectivity Needs: Cloud storage and AI-related data growth drive strong demand for high-capacity storage and high-speed connectivity. Seagate and MaxLinear reported rising demand for large-scale storage and advanced optical connectivity. Declines or slower growth are noted in legacy consumer storage and certain industrial markets, while broadband demand shows downward trends.</li>
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“Research suggests that longer form video content and personalization through AI technology can significantly enhance revenue generation opportunities for our customers. These trends bode well for mass-capacity HDDs, which are ideally suited for storing large and diverse data-intensive video content. HDDs comprise close to 90% of bites stored in public cloud environments, and we are confident that proportion will hold for the foreseeable future.”
– Dave Mosley, CEO, Seagate Technology Holdings
Automotive
Manufacturers in the automotive sector report a mixed landscape, with strong growth in electric vehicles (EVs) and advanced automotive technologies, especially in key markets like China, North America, and Europe. However, general automotive demand is varied headwinds from ongoing market recovery persist.
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<li>Robust Demand in Electric Vehicles (EVs): EV demand is driving significant growth, with the strongest uptake in China. Key areas of demand include power semiconductors and advanced sensing technologies for EV components and autonomous features.&nbsp;</li>
<li>Growth in Advanced Driver-Assistance Systems (ADAS): High-end EVs and ADAS technologies are experiencing rising demand in premium segments, particularly in North America, Europe, and Asia. Growth is supported by government incentives and increased consumer preference for sustainability and smart technology.</li>
<li>Softening Demand for Traditional Internal Combustion Engine (ICE) Vehicles: Non-EV automotive demand is weakening, especially in North America and Europe, as noted by Onsemi, Allegro, and Flex. Shifting consumer preferences toward sustainability and economic pressures are impacting ICE vehicle sales.</li>
<li>Production Challenges and Market Caution: Manufacturers are facing production and pricing challenges due to ongoing semiconductor shortages, supply chain disruptions, and inflationary costs. This has led to a cautious outlook for certain regions, with companies noting pressures on both production and pricing across automotive markets.&nbsp; <a href="https://www.theautopian.com/why-thousands-of-nissan-stellantis-and-audi-workers-are-losing-their-jobs/" rel="noopener" target="_blank">Automakers Stellantis</a>, Nissan Motor Co., and Volkswagen Audi have opted to lay off portions of their workforce and cut back on production due to the tough environment.</li>
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“Overall, I’m encouraged by the continued global demand for highly differentiated magnetic sensing and power semiconductor solutions across vehicle architectures and the significant progress made in rebalancing inventory in the channel. Chinese OEMs are hitting full stride with mid-20% growth in xEV production and a slew of new products and models at every price point.”
- Vineet Nargolwala, President and CEO, Allegro MicroSystems Inc
Consumer and Personal Computing
Manufacturers in the consumer and personal computing sectors report varied demand, with a strong interest in high-end consumer electronics but persistent challenges in mobile, PC, and traditional consumer markets.
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<li>Weak Demand in Mobile &amp; PC Markets: Recovery in mobile and PC sectors is slower than anticipated, impacting order volumes for semiconductor equipment and memory products. ASML and Samsung specifically note reduced demand in these markets.</li>
<li>Mixed Consumer Electronics Demand: Demand is strong for premium consumer products, such as AI-powered wearables, next-gen smartphones, and advanced devices, particularly in North America and Asia. Traditional consumer electronics, including mid-tier smartphones and personal devices, show softer demand trends. Geopolitical and macroeconomic factors are influencing demand patterns in certain regions, leading to more cautious market outlooks.</li>
<li>Inventory Challenges and Slower Growth in PC OEM Markets: High inventory levels and cautious consumer spending are leading to a decline in consumer electronics and PC OEM sales. Western Digital and Seagate have highlighted inventory issues and persistent demand weakness in these sectors.</li>
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“The PC market has some excess inventory, with those customers having restocked and not looking to replenish inventory. They're just building to demand at this point, same with smartphones; the consumer business has just been a little bit soft. So, you've got that dynamic. On the other side, you've got strong enterprise SSD demand. Now we expect, as we go through '25, we expect those smartphone and PC markets will recover as we go throughout the year and be stronger.”
– David Goeckeler, CEO, Western Digital Corporation
Industrial
Manufacturers in the industrial sector are facing mixed demand, with ongoing challenges in certain markets, particularly in Europe, and signs of recovery in others.
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<li>Slowdown in Industrial Demand: Industrial markets are facing reduced demand, especially in Europe, with weak performance in factory automation and heavy equipment. Onsemi and STM have noted ongoing challenges in this area.</li>
<li>Mixed Growth Across Sub-Sectors: Amphenol reports robust demand in alternative energy, medical, and rail transit, while factory automation, heavy equipment, and oil &amp; gas remain weak. North America and Asia show strength, but European demand lags.</li>
<li>Inventory Corrections and Cautious Optimism: Texas Instruments and Avnet highlight ongoing inventory corrections, with gradual recovery expected by 2025. MaxLinear and Avnet anticipate Q4 improvements, projecting modest growth in the new year.</li>
<li>Sector-Specific Weakness and Long-Term Recovery: TE Connectivity and Avnet report sluggish demand in factory and building automation, especially in Europe, with full recovery anticipated in late 2025.</li>
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“Based on the industry sources we follow and the suppliers and customers I speak to regularly, global inventory levels across the supply chain are slowly improving, granted with pockets of oversupply in certain areas. That dynamic, coupled with current lead times, bodes well for improvement in our book-to-bill and the buildup of our backlog. These same industry sources are still projecting mid-to-high-single-digit growth rates on average, over the next three calendar years, with the highest growth rates in the primary end markets we serve: industrial, aerospace and defense, transportation and servers, and data center.”
- Phil Gallaher, CEO, Avnet, Inc
Mixed Outlooks Signal Strategic Shifts Ahead for 2025 Sourcing The electronic component and supply chain sectors continue to navigate a complex landscape, where robust growth in AI infrastructure and EV technology contrasts with cautious outlooks in consumer and industrial markets. Each sector reflects unique pressures and opportunities that will shape the industry’s strategic direction. As earnings calls continue through November and December, ongoing analysis will be essential for determining optimal sourcing strategies for 2025.
For more detailed analysis and insights into market trends, subscribe to <a href="https://www.fusionww.com/insights/resources/the-greensheet-october-2024" rel="noopener" target="_blank">The Greensheet</a> and stay up to date with the latest developments in electronic components and supply chain intelligence.

The beginning of this quarter’s earnings season has revealed a mixed outlook for the electronic component and supply chain sectors, as manufacturers encounter both strong growth drivers and notable headwinds. October’s earnings calls showed robust semiconductor demand, particularly in AI and data centers, where high-bandwidth memory and advanced nodes are fueling major investments from cloud providers, enterprises, and high-performance computing firms.

Fusion Worldwide to Deliver Interactive Booth Experience at Electronica 2024

 Fusion Worldwide, the global leader in electronic component distribution, is excited to announce its participation at electronica, taking place from November 12-15, 2024, in Munich, Germany. The company will be exhibiting in Hall C5, Booth 101, where it will showcase its service offerings and interactive experiences. 

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<div>&nbsp;<a href="https://www.fusionww.com/" title="">Fusion Worldwide</a>, the global leader in electronic component distribution, is excited to announce its participation at electronica, taking place from November 12-15, 2024, in Munich, Germany. The company will be exhibiting in Hall C5, Booth 101, where it will showcase its service offerings and interactive experiences.&nbsp; Fusion Worldwide empowers businesses to navigate supply chain disruptions by providing agile sourcing solutions, through rigorous quality standards, and expert guidance, ensuring operational resilience for sustained success. Attendees interested in speaking with an industry expert at electronica can&nbsp;<a href="https://www.fusionww.com/contact-us/electronica" title="">schedule a meeting</a>.&nbsp; With over 20 years of experience in navigating the complexities of the open market, Fusion Worldwide offers the added advantage of in-house testing services for electronic components and products. &nbsp; “We are the compass that guides companies through the ever-changing global electronic supply chain,” says&nbsp;<a href="https://www.linkedin.com/in/tobey-gonnerman-b984a617/" title="">Tobey Gonnerman</a>, President of Fusion Worldwide. “Our extensive, vetted network of quality-focused suppliers ensures that our customers find the products they need. With full-time market experts monitoring supply conditions, whether in times of constraint or surplus, we are equipped to provide real-time solutions.”&nbsp; </div>
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<div>Fusion Worldwide's Booth Experience Highlights: </div>
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<li>Industry Experts On-Site:&nbsp;A team of&nbsp;<a href="https://www.fusionww.com/about-us/team" title="">industry experts</a>&nbsp;will be available to discuss how Fusion Worldwide can help customers get out in front of supply disruption. This includes personalized consultations and strategic insights to navigate the evolving electronics market.&nbsp;</li>
<li>Formula 1 Simulator:&nbsp;Visitors can try out a race car simulator for a chance to win daily prizes valued at $1,000 USD. This thrilling experience is designed to engage attendees and create a memorable visit.&nbsp;</li>
<li>E-Commerce Platform Launch:&nbsp;Fusion Worldwide will officially launch its new E-Commerce platform on the first day of Electronica, November 12th. Attendees can demo this latest service offering, sign up for an account, and enter a raffle for a chance to win exciting prizes valued up to $500 USD.&nbsp;</li>
<li>Chip Detective Challenge:&nbsp;Dive into our Quality Pod at the booth and take on the challenge of spotting counterfeit components. Test your skills and see firsthand how Fusion Worldwide identifies suspect parts in the open market. Connect with our quality experts to explore&nbsp;<a href="https://www.fusionww.com/quality/certifications-and-memberships" title="">certifications</a>&nbsp;and&nbsp;<a href="https://quality%20control%20processes./" title="">quality control processes</a>.&nbsp;</li>
<li>Insight into Fusion’s Culture and Career Opportunities:&nbsp;Attendees will have the opportunity to learn about Fusion Worldwide's dynamic culture and&nbsp;<a href="https://www.fusionww.com/about-us/careers" title="">new career opportunities</a>&nbsp;within the company.&nbsp;</li>
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<div> About Fusion Worldwide&nbsp; Fusion Worldwide is the preeminent open market distributor of electronic components and products. We source, inspect, test, and deliver a broad range of components to a large and diversified customer base that includes OEMs, CMs and ODMs across a wide array of verticals. Founded in 2001, Fusion is headquartered in Portsmouth, New Hampshire and maintains offices and quality centers in major manufacturing centers around the world.&nbsp;</div>
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<div>&nbsp;<a href="https://www.fusionww.com/" title="">Fusion Worldwide</a>, the global leader in electronic component distribution, is excited to announce its participation at electronica, taking place from November 12-15, 2024, in Munich, Germany. The company will be exhibiting in Hall C5, Booth 101, where it will showcase its service offerings and interactive experiences.&nbsp; Fusion Worldwide empowers businesses to navigate supply chain disruptions by providing agile sourcing solutions, through rigorous quality standards, and expert guidance, ensuring operational resilience for sustained success. Attendees interested in speaking with an industry expert at electronica can&nbsp;<a href="https://www.fusionww.com/contact-us/electronica" title="">schedule a meeting</a>.&nbsp; With over 20 years of experience in navigating the complexities of the open market, Fusion Worldwide offers the added advantage of in-house testing services for electronic components and products. &nbsp; “We are the compass that guides companies through the ever-changing global electronic supply chain,” says&nbsp;<a href="https://www.linkedin.com/in/tobey-gonnerman-b984a617/" title="">Tobey Gonnerman</a>, President of Fusion Worldwide. “Our extensive, vetted network of quality-focused suppliers ensures that our customers find the products they need. With full-time market experts monitoring supply conditions, whether in times of constraint or surplus, we are equipped to provide real-time solutions.”&nbsp; </div>
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Faces of Fusion: Evan Maniquis

Evan Maniquis, Vice President of Sales for Europe, Middle East, and Africa (EMEA) at Fusion Worldwide, has been a driving force in the company’s global expansion and success.

Evan Maniquis, Vice President of Sales for Europe, Middle East, and Africa (EMEA) at Fusion Worldwide, has been a driving force in the company’s global expansion and success. Joining Fusion in 2007 as a Procurement Specialist, Evan’s talent was quickly recognized, earning him the Buyer of the Year Award in his first year. His journey has been marked by steady progress, including promotions to Strategic Excess Manager in 2011 and Account Executive in 2016, where he won an impressive ten President’s Club Awards. By 2022, Evan became the Director of Sales.&nbsp;&nbsp;
Now, as Vice President of Sales for EMEA, he’s looking forward to extending Fusion’s reach at Electronica 2024, one of the industry's most significant trade shows.&nbsp;
Adapting to a Dynamic Market&nbsp;
Evan’s role requires versatility, as he manages a vast territory that spans cultures, languages, and business practices. This adaptability has been key to Evan’s success at Fusion, where his ability to pivot and transform approaches depending on the audience has earned him significant accolades.&nbsp;&nbsp;
“This industry and particular market forces you to adapt to a wide range of customers. Learning how to pivot and transform your approach depending on your audience is imperative. This mindset has proven to be an invaluable skill to develop and utilize for finding success in this region,” Evan shares.&nbsp;
He also attributes much of his success to emphasizing the importance of collaboration, which is embedded in Fusion’s culture. "A big challenge with an individual commission-based sales role is that one tends to try to do everything on their own... but it takes a seasoned account executive to step back and see the big picture in the form of collaboration," Evan explains. "Think small, and you get small results. Think big, and success comes through combining forces."&nbsp;&nbsp;
Building Bridges and Making an Impact&nbsp;
One of Evan's proudest accomplishments is fostering a culture of mentorship at Fusion. Reflecting on his career journey, Evan says, "I always worked under mentors who taught and inspired me to push myself to be the best, no matter the role. I feel the responsibility to be that same mentor that I had during my early career.”&nbsp;&nbsp;
For Evan, mentorship is crucial in helping the next generation of Fusion employees thrive. “What good is the knowledge I’ve gained over the years if I don’t use it to help lead and develop those around me?”&nbsp;
This spirit of guidance is present in everything Fusion does, as employees aim to bridge the gap between innovative solutions and meeting customer needs.&nbsp;&nbsp;
“Our goal is to show both our current customers and prospects that there is a reason why Fusion is ranked amongst the top Independent Distributors in the electronic component supply chain.”&nbsp;
Looking Forward to Electronica 2024&nbsp;
As Fusion Worldwide prepares for Electronica, Evan is excited to showcase the company’s latest advancements. "We’re launching our new e-commerce platform, which uses AI to streamline processes and enhance customer experience. This platform is a huge step in digitalizing our business," he says. Attendees will have a firsthand look at how Fusion continues to lead the industry, with a special focus on AI projects and cost-saving strategies.&nbsp;
"We’ll have our global commodity managers on-site to talk about system-level commodities and how Fusion can support innovative projects, including AI applications. Plus, our business development managers will be there to discuss cash flow and cost-saving strategies," Evan explains.&nbsp;&nbsp;
But it’s not all business—Fusion’s interactive booth will also feature an AI photo booth and an F1 Race Car simulator, offering visitors fun and engaging experiences.&nbsp;
A Legacy of Growth&nbsp;
Evan’s journey at Fusion has been one of continuous personal and professional growth. He offers this advice to those considering a career at Fusion: “Success at Fusion can be life-changing, but it requires true grit and hard work. No amount of training and experience can teach someone to be hungry. It’s a drive that comes from within."&nbsp;&nbsp;
For Evan, the upcoming Electronica tradeshow will be another milestone in a career defined by ambition, innovation, and collaboration. “We’re here to show the world that Fusion isn’t just keeping up with industry trends—we’re setting them.”&nbsp;
Meet us at Electronica&nbsp;
As Fusion Worldwide takes on Electronica 2024, visitors can look forward to meeting the talented team that makes Fusion a leader in its field. With interactive activities and insightful presentations, the event promises to be a showcase of Fusion's innovation, growth, and global leadership.&nbsp;
Want to learn more? Meet us at Electronica Booth C5 101 from November 12 – 15, 2024:&nbsp; <a href="https://www.fusionww.com/contact-us/electronica#schedule">Book a meeting today.</a>&nbsp;

Evan Maniquis, Vice President of Sales for Europe, Middle East, and Africa (EMEA) at Fusion Worldwide, has been a driving force in the company’s global expansion and success. Joining Fusion in 2007 as a Procurement Specialist, Evan’s talent was quickly recognized, earning him the Buyer of the Year Award in his first year. His journey has been marked by steady progress, including promotions to Strategic Excess Manager in 2011 and Account Executive in 2016, where he won an impressive ten President’s Club Awards. By 2022, Evan became the Director of Sales.&nbsp;&nbsp;

The Greensheet: October 2024

Fusion Worldwide’s Greensheet offers monthly insights on electronic component supply chain trends, covering memory, networking, ICs, and more.

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The Greensheet is Fusion Worldwide's monthly market intelligence report detailing the most significant developments across the electronic component supply chain. This report summarizes the biggest trends across seven different commodity markets, including enterprise commodities, networking products, PC &amp; consumer products, finished goods, board level memory components, integrated circuits, and passives.&nbsp;
The information provided in the following pages is based on market intelligence gathered from Fusion Worldwide's sources.&nbsp;
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China’s Push for Technological Self-Sufficiency

Learn how China’s AI advancements and tech self-sufficiency are shifting the global supply chain. Download our State of the Industry Report Vol. 2. 

When the United States imposed trade restrictions on technological partnerships with China in 2018, the electronic component supply chain braced itself for a tech war. Over the next year, the tariffs expanded to cover hundreds of billions of dollars’ worth of goods, including many tech-related products and components, such as semiconductors, circuit boards, and telecommunications equipment. Additional restrictions focused on tech partnerships, including blacklisting companies like Huawei Technologies in 2019, which prohibited U.S. companies from doing business with them without a special license.&nbsp;<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559740&quot;:240,&quot;335572071&quot;:0,&quot;335572072&quot;:0,&quot;335572073&quot;:0,&quot;335572075&quot;:0,&quot;335572076&quot;:0,&quot;335572077&quot;:0,&quot;335572079&quot;:0,&quot;335572080&quot;:0,&quot;335572081&quot;:0,&quot;335572083&quot;:0,&quot;335572084&quot;:0,&quot;335572085&quot;:0,&quot;335572087&quot;:0,&quot;335572088&quot;:0,&quot;335572089&quot;:0,&quot;469789798&quot;:&quot;nil&quot;,&quot;469789802&quot;:&quot;nil&quot;,&quot;469789806&quot;:&quot;nil&quot;,&quot;469789810&quot;:&quot;nil&quot;,&quot;469789814&quot;:&quot;nil&quot;}">&nbsp;

How AI Is Revolutionizing Enterprise Computing

Discover how AI is transforming enterprise computing, enhancing decision-making, automating operations, and driving innovation

It’s no secret that artificial intelligence (AI) has served as a transformative force in the tech industry, revolutionizing <a href="https://www.fusionww.com/industries/enterprise-computing-and-servers">enterprise computing solutions</a>. From improving decision-making processes to optimizing operations and enabling entirely new business models, AI is a critical component of enterprise strategy.&nbsp;&nbsp;
As AI continues to transform enterprise computing, business must adapt to the rapid pace of change to remain competitive in an evolving electronic landscape.&nbsp;
The Transformative Impact of AI on Enterprise Computing&nbsp;
AI's integration into enterprise computing systems is reshaping the landscape in several profound ways.&nbsp;
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<li aria-level="3"> Enhanced Decision-Making and Predictive Analytics</li>
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One of the most significant impacts of AI on enterprise computing is its ability to enhance decision-making processes. AI systems can analyze vast amounts of data far more quickly and accurately than humans, allowing businesses to make informed decisions based on predictive analytics. For example: AI algorithms can identify patterns and trends in historical data, helping companies forecast future market demands, optimize supply chains, and reduce operational costs.&nbsp;
<ol start="2">
<li> Automation of Routine Tasks</li>
</ol>
AI is also driving automation across various enterprise functions. Routine tasks that once required human intervention —such as data entry, customer service, and inventory management — are now being handled by AI-powered computing systems.&nbsp;&nbsp;
This increases efficiency and allows employees to focus on more strategic activities that require creativity and critical thinking. AI-powered chatbots are just one example of automated routine tasks. These chatbots can handle customer inquiries 24/7, providing consistent and efficient service while freeing human agents to tackle more complex issues.&nbsp;
<ol start="3">
<li aria-level="3"> Improved Cybersecurity</li>
</ol>
In today's world, cybersecurity is a top priority for enterprises. AI plays a crucial role in augmenting cybersecurity through real-time threat detection and response. AI-powered security systems can monitor network traffic, identify potential security breaches, and automatically respond to mitigate risks. This proactive approach to cybersecurity protects businesses' sensitive data and maintains customer trust.&nbsp;
<ol start="4">
<li aria-level="3"> Optimized IT Operations</li>
</ol>
AI is transforming IT operations by ushering in more intelligent management of enterprise infrastructure. AI-driven tools can predict system failures before they occur, automate routine maintenance tasks, and optimize resource allocation through cloud computing.&nbsp;&nbsp;
This reduces downtime, lower operational costs, and creates a more resilient IT environment. For example, AI-powered monitoring systems can detect anomalies in server performance and trigger preventive measures, ensuring the continuous availability of critical enterprise applications.&nbsp;
<ol start="5">
<li aria-level="3"> Innovation in Product Development</li>
</ol>
AI also fosters innovation in product development by helping companies create smarter, more personalized products. AI-driven insights into customer behavior and preferences allow businesses to tailor their offerings to better meet specific needs and identify new markets; this, in turn, increases customer satisfaction and loyalty. In industries such as healthcare, AI is being used to develop advanced diagnostic tools and personalized treatment plans, revolutionizing patient care.&nbsp;
Learn more about the impact of AI in Fusion’s <a href="https://www.fusionww.com/insights/blog/state-of-the-industry-report-2024-vol-2">State of the Industry Report</a>&nbsp;

It’s no secret that artificial intelligence (AI) has served as a transformative force in the tech industry, revolutionizing <a href="https://www.fusionww.com/industries/enterprise-computing-and-servers">enterprise computing solutions</a>. From improving decision-making processes to optimizing operations and enabling entirely new business models, AI is a critical component of enterprise strategy.&nbsp;&nbsp;

Memory Market Stabilization: A Look at Pricing Trends and Supplier Adaptations as 2024 Ends

With Q4 well underway, the memory market is gradually recovering amid significant price fluctuations and strategic shifts. Early 2024 saw increased demand for DDR4, DDR5, and high-bandwidth memory (HBM), prompting manufacturers to adjust production strategies while navigating ongoing supply chain challenges and evolving pricing dynamics. 

Characterized by significant production cuts and fluctuating prices, the memory market has embarked on a path of gradual recovery and strategic adaptation over the last few months.&nbsp;&nbsp;
The year began with a notable uptick in demand for <a href="https://www.fusionww.com/shop/catalog/1208/memory-modules">DDR4 and DDR5 RAM modules</a> alongside the emerging high-bandwidth memory (HBM). This surge prompted shifts in pricing and production methodologies as customers sought to mitigate potential price hikes, leading supply chain strategies to focus on optimizing cost efficiencies for memory chips.&nbsp;
Increasing Prices and Supply Chain Volatility Define First Half of 2024&nbsp;
Price escalations marked the first half of 2024 amid reports of supply chain disruptions and imbalances. SSD pricing surged by <a href="https://www.fusionww.com/insights/resources/the-greensheet-february-2024">15 to 35%</a> in January, with limited allocation for high-capacity SSDs as demand for NAND, DRAM, and CXL advancements grew.&nbsp;&nbsp;
Manufacturers signaled a turning point for the memory market. After reducing production by up to 50% for some items in the previous year, Samsung announced a renewed focus on high-value products. The company planned to ramp up the production of <a href="https://www.fusionww.com/insights/resources/from-the-sources-mouth-q1-2024">32-gigabit DDR5 supply and HBM3E to</a> meet rising demand for high-density memory products, particularly for AI applications.&nbsp;
By Q2, <a href="https://www.fusionww.com/shop/manufacturers">Samsung, Western Digital, and Micron</a> announced further price increases for memory products. Western Digital reported a shortage of<a href="https://www.trendforce.com/news/2024/04/15/news-memory-giants-reportedly-increasing-prices-but-is-the-market-outlook-truly-positive/"> HDD and SSD supplies</a>, leading to increased prices for NAND Flash and HDD, with additional adjustments expected. Samsung raised enterprise SSD prices by 20 to 25%, driven by heightened demand exacerbated by supply shortages.&nbsp;
The industry faced further challenges when a <a href="https://www.fusionww.com/insights/blog/earthquake-impacts-semiconductor-manufacturers-in-taiwan">7.2 magnitude earthquake</a> in Taiwan disrupted production in April. This disaster resulted in widespread halts and delays in pricing negotiations, with forecasts suggesting potential price hikes of up to 20% across various memory product lines. Following the earthquake, Micron temporarily suspended quoting activities; this led to a 25% increase in prices for LPDDR5 and DDR5 while lead times extended to over 12 weeks for certain components.&nbsp;
AI Continues to Drive Profitability&nbsp;&nbsp;
The rising popularity of HBM, particularly among AI customers, prompted manufacturers to pivot toward this higher-margin product, diverting support from DDR5 and DDR4 production lines. As production capacities reached maximum allocation by mid-year, significant players like Micron and SK Hynix indicated tight supply conditions would persist into 2025.&nbsp;
Looking ahead, industry leaders expect AI applications to sustain profitability through the latter half of 2024. Samsung and other key manufacturers are poised to maintain price increases, with projections of further hikes ranging from 15% to 20% in Q3. However, challenges remain within the broader <a href="https://www.astutegroup.com/news/general/dram-prices-skyrocket-amidst-ai-boom-and-production-shifts-a-deep-dive-into-the-memory-market/">consumer DRAM market</a> as it continues to undergo inventory adjustments.&nbsp;
Evolving Pricing Dynamics as 2024 Comes to a Close&nbsp;&nbsp;
As we approach the end of 2024, the memory market continues to experience dynamic pricing. While suppliers like Samsung advocate for substantial price hikes—some reports suggesting increases of up to 12% in Q4—there is noticeable pushback from customers. Industry insights indicate that a more moderate five to eight percent growth may be more realistic as buyers resist anticipated steeper jumps. The market is gradually stabilizing, with customers expressing concerns over-inflated costs, prompting suppliers to reconsider pricing strategies.&nbsp;
Analysts speculate that major suppliers, including Micron, Samsung, and Hynix, have recovered from previous losses, particularly in Q2 of this year. Consequently, the discussed price hikes for Q4 may primarily aim to boost profit margins rather than simply respond to market demand.&nbsp;
Expectations for 2025 suggest a flat or single-digit increase as the memory market adapts to changing supply and demand. Samsung's transition to a quarterly pricing model may also influence future trends.&nbsp;
Embracing Agility: The Role of Cost Savings in the Evolving Memory Market&nbsp;
Navigating further fluctuations in the memory market will hinge on cost savings and strategic sourcing. Companies must adopt agile sourcing strategies and leverage supplier relationships to mitigate risks associated with pricing volatility. By focusing on efficiency and optimizing their supply chains, organizations can better position themselves to respond to the evolving market.&nbsp;
Looking to stay out in front of pricing and availability trends in the memory market? Subscribe to Fusion Worldwide’s monthly market intelligence report, The Greensheet. This valuable resource provides updates on the latest developments across commodity groups, including enterprise commodities like RDIMM, HBM, and HDD, as well as board-level memory. Stay informed and equipped to make data-driven decisions in this ever-changing landscape. <a href="https://www.fusionww.com/insights/sign-up">Subscribe today</a>.&nbsp;
&nbsp;

Characterized by significant production cuts and fluctuating prices, the memory market has embarked on a path of gradual recovery and strategic adaptation over the last few months.&nbsp;&nbsp;

Top 5 Reasons to Attend Electronica 2024

Join Fusion Worldwide at Electronica 2024 in Munich to explore innovative sourcing solutions, interactive experiences, and demo our new E-commerce platform.

In the fast-paced technology sector, innovation moves at lightning speed, making it essential to stay ahead of the curve. As new advancements continuously reshape the landscape of electronic component sourcing and distribution, companies must adapt quickly to remain competitive.&nbsp;
<a href="https://www.fusionww.com/contact-us/electronica" rel="noopener" target="_blank">Electronica 2024</a> is the premier event where crucial conversations about the latest semiconductor news and technological breakthroughs unfold. Held biennially, this tradeshow gathers users, researchers, component distributors, and manufacturers from across the electronics industry to drive the future of the All-Electric Society (AES). With over 2,800 exhibitors and nearly 80,000 global visitors, this year’s Electronica promises to be a pivotal moment for electronics from the AI revolution to electromobility and smart energy.&nbsp;
Fusion Worldwide has stepped into the driver's seat to help customers navigate the challenging terrain of global supply chain management. Since we last met at Electronica, businesses have encountered unprecedented obstacles—from trade wars and geopolitical tensions to economic fluctuations. However, in the face of these uncertainties, companies can still adapt and thrive with the support of a trusted independent distributor.&nbsp;
This year, Fusion Worldwide is excited to exhibit at Electronica from November 12 – 15 in Munich, Germany in Hall C5, Booth 101. We’ve designed a cutting-edge booth experience where you can meet with our industry experts and explore our latest service offerings. Whether you're looking to streamline sourcing, manage inventory, or enhance quality testing, Fusion has the solutions you need. Here are the top five reasons to visit us at our booth this year!&nbsp;
<h1>&nbsp;</h1>
<h2>Why Visit Fusion Worldwide at Electronica </h2>
&nbsp;
1. Meet Our Team of Industry Experts:
<h3 style="line-height: 1.5;">Visit our booth to meet with Fusion Worldwide’s experienced sales and purchasing professionals, ready to help you get out in front of supply chain disruptions. We specialize in <a href="https://www.fusionww.com/services/sourcing-electronic-components" style="font-size: 18px;" rel="noopener" target="_blank">component sourcing</a>, <a href="https://www.fusionww.com/services/cost-savings" style="font-size: 18px;" rel="noopener" target="_blank">cost savings</a>, <a href="https://www.fusionww.com/services/excess-mitigation" style="font-size: 18px;" rel="noopener" target="_blank">excess mitigation</a>, <a href="https://www.fusionww.com/services/inventory-management" style="font-size: 18px;" rel="noopener" target="_blank">inventory management</a>, and <a href="https://www.fusionww.com/services/product-lifecycle-management" style="font-size: 18px;" rel="noopener" target="_blank">product lifecycle management</a>—providing you with the strategies you need to navigate the complexities of today’s electronics market. <a href="https://www.fusionww.com/contact-us/electronica#schedule" style="font-size: 18px;" rel="noopener" target="_blank">Schedule a meeting</a> with us to explore how we can tailor insights and solutions specifically for your business.&nbsp;</h3>
<h3>&nbsp;</h3>
2. Discover Our Latest E-commerce Service Offering:
<h3>We’re excited to unveil our new e-commerce solution offering, designed to revolutionize open-market electronic component sourcing. Stop by our booth for a live demo to see it in action. Register for an account on-site for a chance to win daily prizes worth up to $500 USD.&nbsp;</h3>
<h3>&nbsp;</h3>
3. Take A Drive in Our F1 Simulator:
<h3>Need a break from the tradeshow floor? Step into the fast lane with our F1 Race Simulator and put your racing skills to the test! Immerse yourself in the excitement of a high-speed race and compete for daily prizes worth up to $1,000 USD. Whether you’re a racing enthusiast or just looking to take part in the excitement, the F1 Simulator is an attraction you won’t want to miss.&nbsp;</h3>
<h3>&nbsp;</h3>
4. Test Your Quality Skills with Our Chip Detective Game:
<h3>Quality assurance is at the core of everything we do at Fusion Worldwide. Our team of engineers and quality control inspectors uphold rigorous testing standards across all our facilities. At our booth, you’ll learn how we combat substandard parts in the open market. Play our Chip Detective game and see if you can distinguish between authentic and inauthentic parts.</h3>
<h3>Excellence in quality standards is our top priority. We have several cross-industry <a href="https://www.fusionww.com/quality/certifications-and-memberships" style="font-size: 18px;" rel="noopener" target="_blank">certifications and memberships</a> that back our quality services and programs. Learn more about our <a href="https://www.fusionww.com/quality/process" style="font-size: 18px;" rel="noopener" target="_blank">quality process</a>, rigorous <a href="https://www.fusionww.com/quality/testing" style="font-size: 18px;" rel="noopener" target="_blank">testing</a>, and <a href="https://www.fusionww.com/quality/vendor-qualification-and-management" style="font-size: 18px;" rel="noopener" target="_blank">vendor qualification</a> by visiting us in Hall C5, Booth 101.&nbsp;</h3>
<h3>&nbsp;</h3>
5. Explore Career Opportunities with Fusion Worldwide:
<h3>Are you driven, curious, and looking for unlimited potential? Visit our booth to learn about our <a href="https://www.fusionww.com/about-us/careers" style="font-size: 18px;" rel="noopener" target="_blank">global career opportunities</a>. We have locations in 15 different countries spanning over four continents and opportunities across different job sectors. Whether you’re interested in electronic component sourcing, inventory management, sales, or quality control, we’re always looking to hire the best talent from around the world. Come by and learn what makes Fusion Worldwide such a great place to work.&nbsp;</h3>
<h1>&nbsp;</h1>
<h2>Join Us At Electronica 2024&nbsp;</h2>
We invite you to experience all that Fusion Worldwide has to offer at Electronica. From engaging with sourcing experts and diving into our cutting-edge e-commerce platform, to testing your skills in our F1 Simulator and Chip Detective game, there’s something for everyone at our booth.&nbsp; Don’t miss the chance to connect with us—<a href="https://www.fusionww.com/contact-us/electronica" rel="noopener" target="_blank">schedule a 1-on-1 meeting today</a>! We look forward to seeing you there!

In the fast-paced technology sector, innovation moves at lightning speed, making it essential to stay ahead of the curve. As new advancements continuously reshape the landscape of electronic component sourcing and distribution, companies must adapt quickly to remain competitive.&nbsp;

State of the Industry Report | Volume 2 | The Impact of AI

Explore AI's transformative impact on the electronic component industry with Fusion Worldwide's latest insights. Download our report on the impact of AI now.

<div title="Page 16">
Fusion Worldwide remains at the forefront of trends in the global semiconductor industry, leveraging its expertise to deliver valuable insights into the evolving landscape. 
Our latest State of the Industry Report provides an in-depth analysis of how artificial intelligence (AI) is reshaping the electronic component supply chain. This report highlights AI's role in revitalizing demand and intensifying competition for GPUs, memory products, and networking components, sparking renewed interest and optimism among manufacturers in this burgeoning field. &nbsp;
&nbsp;
<h1 style="font-weight: bold;">Get Out in Front of 2024 with Fusion's State of the Industry Report&nbsp;</h1>
The increasing adoption of AI is driving innovation, setting new standards and promising efficiency gains in manufacturing and automation as companies seek to enhance processing power and reduce latency through advanced hardware and software solutions. Electronic component manufacturers increasingly leverage AI to catalyze recovery and expansion in response to prolonged supply-demand imbalances.&nbsp;
However, the integration of AI also presents several challenges, especially within the electronic component industry. Our report explores these obstacles, such as the complexities of adopting new technologies and the need for skilled professionals to manage AI systems effectively. It emphasizes the importance of understanding these challenges to navigate the industry confidently.&nbsp;
Fusion Worldwide's commitment to staying ahead of market shifts ensures that readers are well-informed about the latest trends and potential disruptions. The report serves as a critical resource for professionals looking to understand AI's impact on the supply chain and make strategic business decisions.
&nbsp;
Download our State of the Industry Report | Volume 2:The Impact of Artificial Intelligence on the Electronic Component Supply Chain today to gain comprehensive insights and stay ahead in the rapidly evolving world of electronic components and AI.&nbsp;&nbsp;
<a href="https://assets.ctfassets.net/jm4s6kgq3r5f/4J5sPUwmIrUvUx93la7rS0/520f7a443f9ce62cde936a38d2695e8b/FINAL_-SOTI-2024-Volume2.pdf" rel="noopener nofollow" linktext=""><img src="https://info.fusionww.com/hubfs/SOTI%20-%20Website%20Landing%20Page%20(1).png" width="5441" height="3617" loading="lazy" alt="SOTI - Website Landing Page (1)" style="height: auto; max-width: 100%; width: 5441px;"></a>
</div>

&nbsp;

<div title="Page 16">
Fusion Worldwide remains at the forefront of trends in the global semiconductor industry, leveraging its expertise to deliver valuable insights into the evolving landscape. 
Our latest State of the Industry Report provides an in-depth analysis of how artificial intelligence (AI) is reshaping the electronic component supply chain. This report highlights AI's role in revitalizing demand and intensifying competition for GPUs, memory products, and networking components, sparking renewed interest and optimism among manufacturers in this burgeoning field. &nbsp;
&nbsp;
<h1 style="font-weight: bold;">Get Out in Front of 2024 with Fusion's State of the Industry Report&nbsp;</h1>
The increasing adoption of AI is driving innovation, setting new standards and promising efficiency gains in manufacturing and automation as companies seek to enhance processing power and reduce latency through advanced hardware and software solutions. Electronic component manufacturers increasingly leverage AI to catalyze recovery and expansion in response to prolonged supply-demand imbalances.&nbsp;
However, the integration of AI also presents several challenges, especially within the electronic component industry. Our report explores these obstacles, such as the complexities of adopting new technologies and the need for skilled professionals to manage AI systems effectively. It emphasizes the importance of understanding these challenges to navigate the industry confidently.&nbsp;
Fusion Worldwide's commitment to staying ahead of market shifts ensures that readers are well-informed about the latest trends and potential disruptions. The report serves as a critical resource for professionals looking to understand AI's impact on the supply chain and make strategic business decisions.
&nbsp;
Download our State of the Industry Report | Volume 2:The Impact of Artificial Intelligence on the Electronic Component Supply Chain today to gain comprehensive insights and stay ahead in the rapidly evolving world of electronic components and AI.&nbsp;&nbsp;
<a href="https://assets.ctfassets.net/jm4s6kgq3r5f/4J5sPUwmIrUvUx93la7rS0/520f7a443f9ce62cde936a38d2695e8b/FINAL_-SOTI-2024-Volume2.pdf" rel="noopener nofollow" linktext=""><img src="https://info.fusionww.com/hubfs/SOTI%20-%20Website%20Landing%20Page%20(1).png" width="5441" height="3617" loading="lazy" alt="SOTI - Website Landing Page (1)" style="height: auto; max-width: 100%; width: 5441px;"></a>
</div>

Industry Insider

Fusion Worldwide's report on trends and insights for the Industry Insider. Stay in front of shortages, disruptions, and events that affect supply chains.

<h5>Last Updated 9/16/2024</h5>
The Industry Insider is a bi-weekly collection of direct input from Fusion suppliers and customers on what they see and hear related to changes in the supply/demand balance across the electronics industry.&nbsp;

See the latest updates below in bold.
For more market intelligence, check out our quarterly analysis of manufacturer earnings reports <a href="https://www.fusionww.com/insights/resources/from-the-sources-mouth-q2-2024" rel="noopener" target="_blank">here</a>. The latest update features Infineon, Intel, Microchip, and Samsung - plus many more!&nbsp;&nbsp;
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Manufacturers
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<td style="width: 14.5252%; padding: 4px; border: 1px solid #99acc2; height: 32.375px;">Affected Product</td>
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Market Trend
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<td style="width: 0.0179915%; padding: 4px; height: 32.375px;">&nbsp;</td>
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Advanced Micro Devices
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<td style="width: 14.5252%; padding: 4px; border: 1px solid #99acc2; height: 154px;">&nbsp;</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 154px;">
AMD has strengthened its data center AI system capabilities by acquiring ZT Systems, a top provider of AI infrastructure for large-scale computing, in a $4.9 billion deal. This move is a key part of AMD’s long-term AI strategy, helping the company better compete in the fast-growing data center AI market. Read more <a href="https://www.datacenterknowledge.com/data-center-chips/what-amd-s-4-9b-acquisition-of-zt-systems-means-for-the-data-center" rel="noopener" target="_blank">here</a>.
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Advanced Micro Devices
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<td style="width: 14.5252%; padding: 4px; border: 1px solid #99acc2; height: 596px;">Server CPU</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 596px;">
From August on, AMD will more strictly control the pricing of its 3rd Gen Milan and 4th Gen Genoa Server CPUs.&nbsp; Open market prices are generally trending down, and this is what triggered AMD to strictly monitor and manage its Server CPU pricing. In particular, AMD is closely watching prices given to their authorized distributors.&nbsp;
AMD's Genoa series, particularly models like the EPYC 9684X and 9384X, has seen an increase in bookings, with standard lead times around 8 weeks. Overall, supply for the non-"X" series (e.g., 9754, 9654, 9554, 9354) remains healthy, with customers primarily seeking cost-saving opportunities. However, the Milan Series is becoming more limited, particularly for items like the EPYC 7713. In addition, production is heavily constrained due to CoWoS packaging technology limitations, which are affecting both Genoa and Milan "X" series chips. TSMC is struggling to meet the demand for this packaging, impacting AI and HPC chip production. Additionally, recent distributor audits have slowed product movement, with some suppliers cautious about potential repercussions from trading. Read more about AMD’s production struggles <a href="https://www.tomshardware.com/tech-industry/tsmc-struggles-meet-demand-for-cowos-packaging-holding-back-ai-and-hpc-silicon-production-report" rel="noopener" target="_blank">here</a>.
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<td style="width: 0.0179915%; padding: 4px; height: 596px;">&nbsp;</td>
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Intel
</td>
<td style="width: 14.5252%; padding: 4px; border: 1px solid #99acc2; height: 154.219px;">Desktop CPU</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 154.219px;">
Desktop customers may shift their interest back to the 12th Gen Alder Lake CPUs due to instability issues with the 13th and 14th Gen models.&nbsp; Intel has stopped offering special pricing on Alder Lake, and open market prices reflect vendors' willingness to sell at a loss to meet revenue goals.&nbsp;
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Intel
</td>
<td style="width: 14.5252%; padding: 4px; border: 1px solid #99acc2; height: 245px;">Networking</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 245px;">
Intel is seeing increased demand for its Ethernet Adaptors, particularly the I350, E810, X710, and XXV710 models.
As Mellanox shifts its production to focus on high specs model - 200Gbps or above, Intel products on 100Gbps and below models, which could help them capture the market Mellanox is leaving behind. Currently, Intel's pricing is more competitive, and Mellanox's models are getting harder to find. If Mellanox product lead times expand further, Intel and other competitors in the 100Gbps market will see more activity.&nbsp;
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Memory Manufacturers SK Hynix Micron
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DDR3 DDR4
DDR5
</td>
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Prices for DDR3 and DDR4 memory are expected to stay stable, but DDR4 supply will gradually decrease as manufacturers focus more on DDR5 and HBM. Currently, demand for DDR3 is strongest in the industrial market, as consumer market demand is generally week. Alternatively DDR4 demand is steady.
DDR5 prices are rising, with increased demand expected in late 2024 or early next year. There's growing demand for DDR5 among major customers, and SK Hynix plans to raise LPDDR5 prices by 15-20% next month, with Micron likely to do the same by 15%.
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Micron
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Storage
</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 127px;">
Micron's SSD pricing is set for another adjustment, with expected changes between 5-10% for capacities ranging from 480GB to 7.6TB. Demand for 3.8TB and 7.6TB SSDs has remained steady, with SATA and NVMe formats seeing the most activity.
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Molex
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<td style="width: 14.5252%; padding: 4px; border: 1px solid #99acc2; height: 208px;">Connector</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 208px;">
Demand for FFC/FPC board connectors is growing, although Molex suppliers haven't seen significant changes in lead times or pricing for these components. Most Molex products have lead times of about two to three months, depending on the country of origin. However, signal type relays are facing longer lead times, now up to 36 weeks. Despite this, distributors usually have enough inventory, and any shortages will be handled individually.
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Monolithic Power Systems
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<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 101.094px;">
MPS lead times are extending as supply is consistently allocated to AI-related applications. Additionally, the manufacturer is strictly requiring project end-user information to review pricing and allocation requests.&nbsp;
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Nvidia
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GPU
</td>
<td style="width: 58.9026%; padding: 4px; border: 1px solid #99acc2; height: 264px;">
Nvidia has issued an EOL notice for several of their GPU series. Last time buy for the A6000, A5500, A5000, and A4500 is September 24th with last shipment on January 25th, 2025. The last time buy for the A2000 (12GB) and A4000 is December 24 with last shipment on April 25th, 2025. Last buy for the T1000 8GB, T1000, and T4000 (4GB) is December 25th, with last shipments on June 25, 2025.&nbsp;
Demand for the RTX 4090 remains strong as availability continues to move quickly. Prices are trending upwards in response to strong demand.
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Nvidia
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As Nvidia shifts focus to higher data transmission speeds with the ConnectX-7 series, supply for the ConnectX-6 and 100GbE models is becoming more limited, leading to increased shortage demand for these older models. Prices for these highly sought-after models are unlikely to change in the near future.
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Panasonic
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Integrated Circuit
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Panasonic is experiencing a significant rise in demand for components used in AI, servers, PCs, industrial PCs (IPC), and VGA. Demand for AI and server-related parts has surged by around 50%, while PC demand has grown by 30%, and IPC and VGA components have seen a 20% increase.
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Samsung SK Hynix
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Memory
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The DRAM market is shifting its focus towards high-bandwidth memory (HBM), with projections estimating over $50 billion in revenue by 2025 and HBM capturing 40% of the DRAM market. SK Hynix is currently leading in HBM supply, particularly for Nvidia, although their prices are consistently 5-25% higher than Samsung's. As HBM2E becomes obsolete, the trend is moving towards HBM3E, where Hynix is positioned as a front-runner. All major HBM manufacturers are competing for Nvidia’s approval, and each HBM chip requires at least three DDR5 components, which is expected to drive up DDR5 demand and exacerbate supply shortages.
In response to this shifting market, Samsung plans to implement a double-digit price increase for DRAM in Q4. However, due to customer pushback, they expect the increase to be moderated to 5-8%.
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Xilinx
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Integrated Circuit
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Xilinx suppliers are experiencing delays with Last Time Buy (LTB) series parts as some deliveries are pushed to next year. There is no full guarantee on these orders, as they are still subject to manufacturer and distributor review and allocation. Prices are rising due to limited availability, though overall demand has only increased slightly.
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</div>

<h5>Last Updated 9/16/2024</h5>
The Industry Insider is a bi-weekly collection of direct input from Fusion suppliers and customers on what they see and hear related to changes in the supply/demand balance across the electronics industry.&nbsp;

Fusion Ranks #3 on Electronics Sourcing's Top Global Distributors List

Fusion Worldwide ranked highly in Electronics Sourcing's 2024 Top Global Independent Distributor List, released on September 2nd, 2024.

Fusion Worldwide has ranked #3 in Electronic Sourcing’s <a href="https://flickread.com/edition/html/index.php?pdf=66c5d0b1a9953#74">Top 25 Global Independent Distributors Report</a>, featured in the September 2024 edition. This award highlights Fusion Worldwide's commitment to growing with its customers and offering the solutions necessary to strengthen supply chains.&nbsp;&nbsp;
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Fusion Worldwide has ranked #3 in Electronic Sourcing’s <a href="https://flickread.com/edition/html/index.php?pdf=66c5d0b1a9953#74">Top 25 Global Independent Distributors Report</a>, featured in the September 2024 edition. This award highlights Fusion Worldwide's commitment to growing with its customers and offering the solutions necessary to strengthen supply chains.&nbsp;&nbsp;

From the Source's Mouth | Q2 2024

Fusion Worldwide’s analysis of semiconductor manufacturers’ quarterly earnings call transcripts with insights to upcoming demand, capacity, and supply trends.

From the Source’s Mouth is Fusion Worldwide’s analysis of semiconductor manufacturers’ quarterly earnings call transcripts. This report provides insights into upcoming demand, capacity, and supply trends based on market information directly from the source. The most recent update features the following manufacturers.

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