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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 7.11.2024
SEMI predicts that sales for semiconductor-manufacturing equipment will reach USD $109 billion this year—a new record for the industry and a 3.4 percent increase over 2023.
Automotive Insights Market Bytes 7.10.2024
There is a good amount of production expansion coming from capacitor companies, especially from Murata, to help overcome supply deficits, and expectations are that the second half of the year will ease most of them.
Market Byte 7.9.2024
Demand for client SSDs is increasing because of the soon-to-come product launches of AI PCs, but SSD makers have plenty of finished goods and NAND components on hand to manage the increases without delays to deliveries.
Market Byte 7.4.2024
SK hynix has noted that its 2024 production and most of its 2025 capacity are sold, and its 2024 capital expenditures are focused on expanding its production lines for high-bandwidth memory to cover forecasted increases in demand.
Automotive Insights Market Byte 7.3.2024
Wolfspeed and GlobalFoundries have announced substantial investments for silicon-carbide and gallium-nitride fabrication equipment, and several Japanese wafer firms are also expanding production for those products.
Market Byte 7.2.2024
Demand for mobile DRAM, consumer DRAM, and graphic RAM has picked up since the last quarter of 2023, but it is still low when compared to previous years.
Market Byte 6.27.2024
Demand for large-density HDDs and SSDs has increased tremendously since October and continues to help their makers return to profitability.
Automotive Insights Market Byte 6.26.2024
STMicroelectronics, onsemi, and Infineon are gambling heavily on the automotive market in 2024 and 2025 by investing most of their 2024 capital expenditures on silicon-carbide buildouts and products.
Market Byte 6.25.2024
Most action in DRAM—from both direct manufacturers and the open market—has been for 64GB, 96GB, and 128GB DDR5 RDIMMs.

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