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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.

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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 10.15.2026
Processor suppliers are requesting earlier forecasts, firmer order commitments, and greater backlog visibility as they attempt to manage growing allocation risk and extended delivery lead times.
Market Byte 10.13.2026
According to the Semiconductor Industry Association, semiconductor sales revenue topped USD $159.7 billion in August, a month-to-month increase of 8% and year-over-year increase of 144.3%.
Market Byte 10.8.2026
Demand growth for passive components continues to outpace inventory normalization, with industry book-to-bill ratios remaining above 1.0.
Market Byte 10.6.2026
Lead times for semiconductor-manufacturing equipment have extended to as much as twice their historical norm as chipmakers accelerate investment in new fabrication plants worldwide.
Markey Byte 10.1.2026
The growing adoption of agentic AI workloads is putting additional strain on CPU supply, as they require significantly greater host-CPU resources than previous generations of AI infrastructure.
Markey Byte 9.29.2026
As production and pricing strategies increasingly align with future AI-demand projections, non-enterprise segments with traditionally stable growth profiles are facing sourcing constraints that would not normally occur.
Markey Byte 9.24.2026
Networking has become a critical part of the AI investment cycle, driving increasing demand for Nvidia’s Mellanox-derived InfiniBand, Spectrum-X Ethernet, ConnectX NICs, and switches.
Markey Byte 9.22.2026
Nearline-storage demand for HDDs is focused on 20TB and 24TB, though other capacities are sought in smaller numbers.
Markey Byte 9.17.2026
Server CPUs in China have seen price increases of more than 10% month over month in some cases and exceed 40% year to date.

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