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, JXT 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 JXT'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

JXT's biweekly Market Bytes offer a quick at-a-glance into what's going on in the worldwide electronic-component marketplace.

Market Byte 6.25.26

According to the Semiconductor Industry Association and WSTS, global semiconductor revenue reached USD $110 billion in April 2026, a increase of 11% month over month and a 94% increase year over year.

Market Byte 6.23.26

By the end of 3Q26, 24TB drives are expected to emerge as the most commercially relevant nearline capacity, reflecting both hyperscaler migration cycles and a continued emphasis on maximizing exabytes per rack within AI-driven infrastructure builds.

Market Byte 6.18.2026

Driven by rising component costs and increasing reliance on cloud storage, PC OEMs are beginning to reduce the average SSD capacity shipped in systems.

Market Byte 6.16.2026

Automotive, industrial, and embedded segments are expected to face increased spot shortages of NOR flash, while MCU and FPGA supply chains—already tightening due to AI-driven demand—are at additional risk of disruption from upstream NOR flash constraints.

Market Byte 6.11.2026

Tightening supply of NOR flash has resulted in extended lead times—approaching 40 weeks for certain suppliers—and has forced end users to commit earlier and secure long-term allocations to maintain continuity of supply.

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.

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