Week 42, 2025 Electronics Component Industry Highlights
📅 (2025/10/13 – 2025/10/19)

📈 Top Demand Surges (Highest Demand Models)
This week saw a broad rebound in discrete semiconductors, analog ICs, and protection devices, driven by both OEM restocking and renewed small-signal circuit production:

• 2N7002BK soared +1056.35%, leading the small-signal MOSFET demand surge.

• BAS316 (+929.95%), BSS84AK (+882.66%), and PRTR5V0U2X (+805.00%) highlighted supply tightening for ESD and switching diodes.

• BAV99W (+777.78%) and PESD1LIN (+747.02%) confirmed strong transient protection demand.

• 74HC4051PW (+670.07%) and 74LVC1G08GW (+665.67%) reflected increasing logic and signal control usage.

• BSS138P (+663.27%) rounded out the list, emphasizing renewed inventory building in MOSFETs for portable and automotive applications.

🔍 Weekly Demand Volume Leaders
Analog and logic categories dominated component demand, alongside consistent strength in MCUs and Flash:

• STM32F103C8T6 (+59.37%) maintained its leading position in global MCU demand.

• 74HC595D (+572.71%) spiked due to its use in display drivers and I/O expansion.

• LM358DR (+122.24%) and BAV99 (+392.97%) continued to strengthen analog demand.

• TPS5430DDAR (+280.23%) showed renewed interest in step-down power converters.

• W25Q128JVSIQ (+59.24%) and W25Q64JVSIQ (+72.13%) recovered as Flash controller inventories stabilized.

• BC817-40 (+478.10%) and BAT54S (+327.69%) led the discrete transistor rebound.

💸 Top Price Movements
Top Increases:
Diodes and ESD protection products led price growth:

• PESD5V0L1BA +271.76%, 1N4148WT +238.00%, SS54 +224.32%.

• BAV99 +204.76% and PESD1LIN +200.89% both saw pricing pressure from short supply.

• SMAJ24CA, 1N4007, and SN74LVC1G08QDBVRQ1 (all near +180%) rose as protection and logic components tightened.

Top Declines:
Rectifiers and power devices saw large corrections:

• SS34 (-95.35%) and 1N5819WS (-68.89%) led the drop as inventories normalized.

• SMAJ15CA, TLP521-1, and RTL8111HS-CG each fell by roughly -60%.

• Power semiconductors FDMS86101, SMF5.0A, and AO3415 declined amid improving lead times.

📦 Inventory Trends
Top Surges:
Significant restocking was seen in Flash memory, MOSFETs, and high-precision analog ICs:

• FM16W08-SG +8383.23% — massive replenishment in nonvolatile FRAM.

• 2N7002P,215 +6499.25% and DML3012LDC-7A +6040.27% marked robust recovery in discrete MOSFET and inductor inventories.

• EG2104 +4339.29% and BAS16J-QX +4225.35% showed expanded discrete component supply.

• Precision DACs AD5781ARUZ +3593.75% and AD5410AREZ +2506.27% highlighted analog restocking trends.

• 74AHCT125PW-Q100 +2000.00% indicated strong automotive logic restocking.

Top Declines:
Severe depletion persisted in RF and power modules:

• TPSM82912RDUR (-99.99%), TSY-83LN+ (-99.73%), TSOP31238 (-99.66%) led declines.

• PMEG4010CEJ,115, BAS316-QX, and AD5412AREZ-REEL7 all dropped over -99%.

• LTC2942IDCB#TRPBF and MAX8521ETP+ continued to show limited supply for precision power devices.

🧠 Most Demanded Brands
Leading brands remained consistent:
Texas Instruments (TI), Analog Devices (ADI), onsemi, STMicroelectronics (ST), Nexperia, Microchip, UMW, NXP, Infineon, and HXY MOS.

🚀 Fastest Growing Brands by Demand
Discrete and analog manufacturers dominated this week’s growth:

• Nexperia +484.24% — strong momentum in signal diodes and MOSFETs.

• Siliup Semiconductor +387.50% and Fairchild Semiconductor +332.31% showed renewed design activity.

• Fuman Electronics (FM) +269.89% and Agertech Semiconductor +258.23% gained traction in PMICs and analog ICs.

• SIYOM, ProTek Devices, and MCC (+214–241%) continued to expand across ESD protection and transient suppression markets.

📊 Category Demand Momentum
Highest Demand Categories:
Microcontrollers, operational amplifiers, MOSFETs, DC-DC converters, linear regulators, rectifiers, bipolar transistors, Flash memory, and FPGAs remained steady.

Fastest Growing Demand Categories:
Discrete and logic-based components dominated growth:

• Digital Bipolar Transistors +211.69% and General-Purpose Bipolar Transistors +203.72%.

• Shift Registers +191.88%, Regulator Diodes +168.75%, Zener Diodes +152.69%.

• Bus Switches, Inverting Schmitt Triggers, Bus Transceivers, ESD Suppressors, and Level Translators rose over +130%.

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🌍 Global Semiconductor & Industry Updates

• Micron exits Chinese server chip business — Micron Technology is reportedly winding down its China server chip operations following regulatory restrictions. Meanwhile, Chinese tech companies are pausing their stablecoin initiatives, reflecting shifting national policy toward digital finance.

• Infineon expands AI data center power protection — Infineon broadened its AI data center offerings with a focus on power reliability and protection, earning the Bosch Global Supplier Award for excellence in microcontrollers and power innovation.

• TSMC, Samsung & ASML report strong Q3 results

  • TSMC: +40.8% YoY revenue in Q3 2025, driven by AI chip demand. The foundry confirmed 15 customers for its 2nm node.

  • Samsung: +32% earnings surge, also led by AI semiconductors, and purchased two next-gen high-NA EUV lithography machines.

  • ASML: Sales increased despite export restrictions, supported by sustained AI demand globally.

• AI drives chip production — Advantest is integrating AI algorithms and edge computing to enhance testing efficiency and manufacturing yield.

• NVIDIA engages Korean tech leaders — NVIDIA CEO Jensen Huang met with executives from Samsung Electronics and SK Hynix during the APEC CEO Summit, following strong AI-driven earnings across Asia’s semiconductor supply chain.

• Consumer electronics trends — The sector is evolving toward foldable displays, AI-integrated devices, and sustainable design using recycled materials. Growth in AR/VR and smart home ecosystems, accelerated by 5G, continues to shape the next wave of connected consumer devices.

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🧭 Cerametronics Weekly Insight
Week 42 marked a clear rebound in discrete, analog, and ESD component demand, while global semiconductor giants posted strong Q3 earnings led by AI acceleration.
Market activity showed steady restocking in analog amplifiers (LM358), protection diodes (BAV99, PESD1LIN), and precision DACs (AD5781, AD5410).

Strategic stocking behavior by OEMs reflects preparation for year-end demand surges — especially across power management, AI servers, and 5G-enabled devices.
Meanwhile, supply risks persist in power modules and RF front-ends, as tightening capacity meets surging AI infrastructure demand.

📊 Outlook: Expect continued strength in analog, discrete, and power management IC demand, with sustained momentum in AI-related components and data center power ecosystems into November.

✨ Stay ahead with proactive sourcing and strategic supplier engagement.
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