Week 46, 2025 Electronics Component Industry Highlights

📅 (2025/11/10 – 2025/11/16)

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🌏 Global Industry Overview (Week 46)

AI remained the prime growth engine. Samsung unveiled a $310B / 5-year investment plan focused on AI and semiconductors. Q3’25 global semiconductor unit shipments rose ~25.1% YoY, though regional markets diverged (the KRX Semiconductor Index -4.55% on profit-taking). R&D headlines included a photonic quantum chip breakthrough (claims of 1000× compute efficiency) and accelerating adoption of RISC-V for energy-efficient data-center/edge silicon. Rockwell Automation × NVIDIA advanced edge generative AI for factory automation. Macro headwinds persisted: materials/labor cost pressure and talent shortages (≈63% of firms cite constraints). Market tone was cautious on weakening Fed-cut odds and China demand worries. Corporate moves: Intel planned workforce reductions in Oregon; crypto miner Bitfarms pivoted toward AI data-center build-outs. Sustainability stayed a purchase driver—58% of consumers say they’ll pay more for eco-friendly electronics.

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📈 Top Demand Surges (Highest Demand Models)

Strong spikes across data-conversion, memory, PMIC, FPGA/CPLD, protection & sensors:

• AD9755AST (High-speed DAC) +548.20%

• MT40A1G8SA-062E (DDR4 DRAM) +464.79%

• TPS65130RGER (Dual inverting/boost LCD PMIC) +449.12%

• LCMXO2-640HC-4SG48C (MachXO2 CPLD) +347.52%

• PCMF2HDMI2S (HDMI ESD/EMI protector) +306.86%

• MX30LF2G18AC-TI (2Gb NAND) +300.00%

• MT41K512M8DA-107:P (DDR3 SDRAM) +289.15%

• TCA9509DGKR (I²C level translator) +278.57%

• MT25QU512ABB8E12-0SIT (512Mb Quad SPI NOR) +272.67%

• ICM-42605 (6-axis IMU) +272.61%

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🔍 Weekly Demand Volume Leaders

MCUs, sensors, and memory led overall demand:

• STM32F103C8T6 +1.88% (MCU leadership sustained)

• ICM-42688-P +37.37% (IMU demand firm)

• W25Q128JVSIQ +15.87% (SPI Flash restock)

• KLM8G1GETF-B041 (eMMC) +45.16%

• MT41K256M16TW-107 IT:P (DDR3L) +42.32%

• BUK7K6R2-40E (MOSFET) +83.37%

• BAV99 -34.03% (general-purpose diode cooled)

• MT41K256M16TW-107:P +69.08%

• W25N01GVZEIG (NAND) +48.51%

• W25Q64JVSSIQ +0.93%

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💸 Top Price Movements

Increases (tightness in ESD/TVS, small-signal discretes, PMICs):

• PMEG6020ER,115 +275.00%, SMAJ24CA +260.83%, LM2903YPT +231.08%

• RB751S40 +200.00%, PUSB3AB6Z +197.37%, BSS138P,215 +195.83%

• BUK7K6R2-40EX +150.00%, BZX84-C12-QR +144.48%, BCP56-16,115 +137.27%, AD5412AREZ-REEL7 +136.67%

Declines (normalization in logic, MOSFETs, timing):

• BAS70-05 -86.35%, SMF5.0CA -72.20%, HT7550-1 -72.17%

• BC817-25 -69.78%, IRF830PBF -65.35%, 74AHC1G08GW -61.89%

• 74LVC1G02GW -61.30%, PESD3V3X1BL,315 -60.00%, PMV50EPEAR -56.96%, PCF8563T -56.02%

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📦 Inventory Trends

Top Surges (broad restock in automotive-grade discretes & ESD):

• BC807-25-Q +25,834.17%, PESD2ETHAX-Q +15,384.62%, BAW56-Q +15,000.00%

• PDTC124ET-Q +14,963.30%, BAS70-04-Q +14,234.47%, PDTC114YT-Q +13,235.29%

• BZX84-C6V8-Q +11,627.91%, PCMF1USB3B/CZ +10,000.00%

• PESD5V0V1BLD +9,961.75%, PMEG6010CEJ-Q +9,629.79%

Top Declines (select sensors/analog/memory depleted):

• ADXL335BCPZ -99.99%, DESD5V0U1BB-7 -99.94%, CSD88584Q5DC -99.93%

• ADM3077EARZ -99.87%, ESD2CANFD24DBZRQ1 -99.77%, NT6AN512T32AV-J2 -99.73%

• ESD2CAN24DBZRQ1 -99.50%, LTC6910-1ITS8#TRPBF -99.09%, PMEG6002EJ-QX -99.06%, MT62F1G64D4EK-023 AAT:C -99.01%

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🧠 Most Demanded Brands

Leaders: TI • ADI • onsemi • ST • Nexperia • Microchip • Infineon • NXP • Diodes • Galaxy Microelectronics

Fastest Growing by Demand:
Prosemi +264,600.00% • YFSEMI +671.53% • AOS +106.56% • Tusonix +78.88% • LEM +64.46% • CXMT +50.73% • SanDisk +49.92% • Western Digital +45.52% • TAI-SAW +45.31% • SK hynix +41.43%

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📊 Category Demand Momentum

Highest Demand Categories:
Microcontrollers • MOSFETs • Rectifiers • Operational Amplifiers • DC-DC Converters/Controllers • Linear Regulators • Flash • Bipolar Transistors • DRAM • Misc Components

Fastest Growing Demand Categories:

• Active Filters +40.84%

• IGBT & MOSFET Gate-Driver Optocouplers +37.03%

• MRAM +31.02%

• DRAM Chips +30.34%

• Authenticators/Secure ICs +28.27%

• PCI Bridge ICs +25.55%

• Multimedia—Misc +24.95%

• Snap-Action Switches +24.68%

• Tactile Switches +24.17%

• Antennas +23.91%

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🧭 Cerametronics Weekly Insight

AI-driven capex continues to pull up memory (DDR3/DDR4/3D-NAND), protection/ESD, translators, and PMICs. Expect intermittent pricing firmness on ESD arrays, auto-grade BJTs, and high-speed DAC/clocking after this week’s demand spikes. With sustainability and cost pressure in focus, customers are favoring efficient power chains + robust thermal, and evaluating RISC-V options for future data-center/edge designs.

Actionable sourcing:

• Secure allocations for DDR3/DDR4/DDR3L and QSPI NOR/NAND (MT41K*, MT40A*, MT25QU*).

• Pre-position I²C/voltage translators (TCA9509), CPLDs (MachXO2), HDMI/USB ESD.

• For industrial/auto builds, lock A-grade discretes/TVS that showed sharp inventory swings.

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