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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 10.3.2024
Delivery problems are occurring in the industrial and networking markets—mainly for components associated with artificial intelligence—but the rest of the market is receiving items with only minor blips in delivery.
Market Byte 10.1.2024
Semiconductor manufacturers continue to remain cautious, operating at low production rates between 65% and 70% to avoid creating excess.
Market Byte 9.26.2024
Canalys recently reported that global tablet shipments grew 18% year over year in the second quarter, reaching 35.9 million units.
Market Byte 9.24.2024
According to the Semiconductor Industry Association, global sales of semiconductors increased by 18.7% year over year in July, from USD $43.2 billion to $51.3 billion.
Market Byte 9.19.2024
With production rates low throughout the industry, the excesses accumulated during the chip shortage are dissipating, and manufacturers are producing more in line with demand.
Market Byte 9.17.2024
Outside of smartphones, the consumer-electronics market continues to see weakness due to previous inflation adjustments. However, the significant increase in smartphone sales has helped hide the weakness in other areas.
Market Byte 9.12.2024
Overall demand for storage products is up. A large portion is coming from server-storage needs to support large-language-model building throughout the cloud space.
Market Byte 9.10.2024
While TSMC has been expanding its capabilities to lessen the severity of the production shortfall, its CEO, C.C. Wei, noted in a recent earnings call that the shortages will likely last well into 2025.
Market Byte 9.5.2024
gDDR6 has recently gotten a boost in demand from AI PCs, but no shortages are occurring in the market.

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