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Micro Commercial Components (MCC) Update: May 28, 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 6.11.2026
Tightening supply of NOR flash has resulted in extended lead times—approaching 40 weeks for certain suppliers—and has forced end users to commit earlier and secure long-term allocations to maintain continuity of supply.
Market Byte 6.09.2026
Open market demand for passives peaked in mid-2025 and has since remained volatile at lower levels. MLCCs experienced the most pronounced spike, followed by a cooldown at the end of 2025, and are now trending upward again with some volatility.
Market Byte 6.04.2026
Samsung recently shifted toward negotiating long-term supply agreements with major cloud service providers and hyperscalers for commodity DRAM and SSDs, a significant departure from historical norms.
Market Byte 6.02.2026
The scramble for DDR4 modules has eased as DDR5 adoption accelerated in the fourth quarter, reducing overall DDR4 demand. This earlier-than-expected transition has, however, placed incremental pressure on DDR5 supply.
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