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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 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.
Market Byte 5.19.2026
According to the Semiconductor Industry Associates and WSTS, global sales of semiconductors reached USD $99.5 billion in March, an increase of nearly 80 percent year over year.
Market Byte 5.14.2026
Over the last twelve months, demand trends for microcontrollers across suppliers have been synchronized but volatile in the open market.
Market Byte 5.12.2026
Industrial-electronics equipment and automation experienced a 4-5% growth in 2025, with the market segment expected to see the same year-over-year revenue growth in 2026.
Market Byte 5.07.2026
Production rates across several FPGA subsectors remain tightly managed, creating conditions under which spot shortages are likely to become more frequent.
Market Byte 5.05.2026
Most spot shortages of discrete flash are for automotive and industrial-temperature NOR flash.
Market Byte 4.30.2026
Tantalum, MLCC, and aluminum-electrolytic capacitors are showing the highest risk profile, with utilization rates exceeding 90% at most tier‑one suppliers, rising lead times, and growing pricing pressure.

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