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STAY INFORMED WITH SMITH’S DYNAMIC MARKET INSIGHTS

The global electronics market is always changing. Stay informed on the best procurement and inventory strategy decisions with Smith’s market intelligence.
Market Byte 12.17.2024
Shortages for Nvidia’s Hopper chips (H100, A100, H800, A800, and H200) are still extreme, despite TSMC’s constant capacity expansions for CoWoS packaging—the main bottleneck in the supply of chips.
Market Byte 12.12.2024
Third-quarter shipments of AI-capable personal computers were estimated at 13.3 million units, up 49 percent quarter over quarter. AI-enabled PCs were 20 percent of total PC shipments during the reporting period.
Market Byte 12.10.2024
Canalys reported that third-quarter spending on cloud-infrastructure services increased 21 percent year over year. AWS, Microsoft Azure, and Google Cloud accounted for 64 percent of the USD $82 billion the industry spent during the quarter.
Market Byte 12.5.2024
Prices for high-capacity drives have been increasing for the past year, and, unlike memory products—which have seen a plateau and decline during the fourth quarter—prices for these drives have increased further.
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