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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 1.20.2026
According to the Semiconductor Industry Association and WSTS, semiconductor revenue reached an all-time high in November, surpassing USD $75 billion and increasing nearly 30 percent year over year.
Market Byte 1.15.2026
The increased use of cloud computing and proliferation of cheap cloud storage have kept the storage capacity per PC down in 2025, bucking the trends of the past two decades.
Market Byte 1.13.2026
Average prices for 16GB DDR4 RDIMMs increased more than 800 percent in 2025. Of the major manufacturers, SK hynix saw the most dramatic increase, rising 1,500 percent year over year.
Market Byte 1.8.2026
Expansion of DDR5 production will be limited in 2026, so spot shortages are expected to increase and drive up prices during the first quarter.
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.

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