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Micro Commercial Components (MCC) Update: June 30, 2026

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Market Intelligence

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The global electronics market is always changing. Stay informed on the best procurement and inventory strategy decisions with Smith’s market intelligence.
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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.
Market Byte 6.16.2026
Automotive, industrial, and embedded segments are expected to face increased spot shortages of NOR flash, while MCU and FPGA supply chains—already tightening due to AI-driven demand—are at additional risk of disruption from upstream NOR flash constraints.
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