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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 1.16.2025
Personal-computing shipments have increased slightly, bolstered by AI-enabled computers, but are still weak.
Market Byte 1.14.2025
Low production rates throughout the industry have not stopped average lead times from shortening due to weak demand. Even lead times for MCUs, which are currently the longest on average, are falling.
Market Byte 1.9.2025
TSMC and UMC both recently noted that increases in energy costs in Taiwan are also cutting into their profit margins—an example of underlying production costs for foundries that could force minor adjustments to wafer prices.
Market Byte 1.7.2025
Average prices for semiconductors built with mature die nodes have decreased slightly during the last quarter.
Market Byte 1.2.2025
Continued automotive electrification, power-hungry AI products, and HPC servers are putting some strain on suppliers of MLCCs and chip resistors.
Market Byte 12.31.2024
During the summer of 2024, TSMC warned it may increase its prices in early 2025. The increases are expected to be between four and ten percent for sub-10nm nodes and affect mobile processing, high-performance computing, and AI applications the most.
Market Byte 12.26.2024
IDMs are strategically increasing the number of WIPs—increasing their flexibility and giving themselves a chance to fulfill a variety of possible orders based on a generic beginning.
Market Byte 12.24.2024
Slow demand is causing pushouts of production for finished goods, which, in turn, forces pushouts of deliveries for raw components. The pushouts, low new-order intake, and weak demand are combining to create higher inventory levels.
Market Byte 12.19.2024
A few spot shortages for gDDR6 products are happening in the open market, mainly from computing-infrastructure products, but deliveries from the main suppliers for other graphic RAM and mobile DRAM are reliable.

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