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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 8.20.2026
TSMC has reduced its 28-nanometer production by more than 25% so far this year, cutting monthly wafer output at its key Fab 15A from about 200,000 wafers per month to roughly 150,000.
Market Byte 8.18.2026
Global semiconductor sales reached USD $134.5 billion in June 2026, an increase of 9.7% compared to May 2026 and 123.6% compared to June 2025.
Market Byte 8.13.2026
Some enterprise and hyperscale customers are reporting up to six-month lead times for certain Xeon CPU SKUs, particularly the higher-core-count Granite Rapids series.
Market Byte 8.11.2026
Connector suppliers are operating at roughly 80-85% utilization, with lead times of 12-20 weeks, supported by strong demand from artificial-intelligence and data center applications.
Market Byte 8.4.2026
High-capacity enterprise hard drives continue to see spot shortages, though the rate of activity on the open market slowed toward the end of 2Q26.
Market Byte 7.30.2026
CPU shortages are worsening, driven not only by strengthening demand but also by supply-side constraints at both Intel and AMD.
Market Byte 7.28.2026
As the market enters the second half of 2026 with severe shortages across most computing commodities, SK hynix is the leader among HBM and QLC SSDs, with Samsung leading or holding roughly equal market share across the other categories.
Market Byte 7.23.2026
TLC and QLC NAND are expected to remain in a state of undersupply through the rest of the year, with the gap estimated at roughly 20%.
Market Byte 7.21.2026
Renesas’s open-market demand trends are uneven, with the strongest growth seen in clocking and timing components and PMICs.

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