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Market Intelligence Report

Empowering insights on commodity and supply chain dynamics

Open-market activity provides a lens into broader market conditions and is often an early indicator of trends and supply chain disruptions. As electronic-component distribution channels have evolved in our increasingly connected world, tier-one OEMS and CMs have looked to open-market distributors as strategic partners to help balance their supply chains.

We’ll help you make the most informed and tactical decisions.

Each month, Smith offers select customers access to our expertly curated Market Intelligence Report.

Our team of experts brings a diverse wealth of knowledge and experience that helps us offer the most relevant and actionable insights into the global electronic-component marketplace. From Smith’s decades in business and vast network of longstanding market relationships to the commodity, cross-industry, and regional expertise of our employees, we have connections and resources in place to keep you fully informed and help guide your purchasing strategies.

Market Bytes

Smith’s biweekly Market Bytes offer a quick at-a-glance into what’s going on in the worldwide electronic-component marketplace.
Market Byte 1.6.2026
Demand for high-end capacitors is rising, with AI servers requiring high performance and between 80 and 170 capacitors per unit.
Market Bytes 12.18.2025
Global semiconductor sales are expected to exceed USD $975 billion in 2026, up significantly from spring estimates of USD $760 billion.
Market Byte 12.16.2025
Global semiconductor sales reached USD $72.7 billion in October, representing a 27.2 percent increase over October 2024.
Market Byte 12.11.2025
Over the past year, MCU manufacturers have operated at reduced production rates to stabilize inventory levels while awaiting a rebound in embedded market demand, which is creating a growing misalignment between production and distribution.
Market Byte 12.9.2025
The number of separate embedded products within electric vehicles has increased the difficulty for IDMs to correctly manage production allotment throughout the embedded community.
Market Byte 12.4.2025
Average lead times across all capacitor technologies reached 19.07 weeks, about 46 percent higher than the pre-pandemic average of 13 weeks.
Market Byte 12.2.2025
Outside of Nexperia, most spot shortages within the embedded markets stem from the continued aggressive electrification trends within the automotive segment.
Market Byte 11.25.2025
NOR flash products have experienced more volatility than NAND products during 2025, but spot shortages have decreased recently.
Market Byte 11.20.2025
Currently, spot shortages for active ICs are occurring more frequently in the industrial market segment than in other embedded sectors.

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