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.

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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 7.28.2026

As the market enters the second half of 2026 with severe shortages across most computing commodities, SK hynix is the leader among HBM and QLC SSDs, with Samsung leading or holding roughly equal market share across the other categories.

Market Byte 7.23.2026

TLC and QLC NAND are expected to remain in a state of undersupply through the rest of the year, with the gap estimated at roughly 20%.

Market Byte 7.21.2026

Renesas’s open-market demand trends are uneven, with the strongest growth seen in clocking and timing components and PMICs.

Market Byte 7.16.2026

Shortages of DDR4 modules—still being used in the current retail and consumer markets—continue to outpace those of all other types of modules. However, DDR5 RDIMMs will soon outstrip all other modules as the main target of spot shortages.

Market Byte 7.14.2026

Ceramic capacitors, especially MLCCs, are Murata’s most in-demand passive components, driven mostly by AI data centers along with steady automotive and industrial use.

Market Byte 7.2.2026

Industries related to AI and electric vehicles continue to drive demand across passive components, supporting a book-to-bill ratio of approximately 1.1 to 1.

Market Byte 6.25.26

According to the Semiconductor Industry Association and WSTS, global semiconductor revenue reached USD $110 billion in April 2026, a increase of 11% month over month and a 94% increase year over year.

Market Byte 6.23.26

By the end of 3Q26, 24TB drives are expected to emerge as the most commercially relevant nearline capacity, reflecting both hyperscaler migration cycles and a continued emphasis on maximizing exabytes per rack within AI-driven infrastructure builds.

Market Byte 6.18.2026

Driven by rising component costs and increasing reliance on cloud storage, PC OEMs are beginning to reduce the average SSD capacity shipped in systems.

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