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Week 51, 2025 Electronics Component Industry Highlights

📅 (2025/12/15 – 2025/12/21)

🌏 Global Industry Overview (Week 51)

Week 51 sits at the crossover between year-end procurement and 2026 demand planning. The market showed clear bifurcation: AI-related high-end components stayed tight, while general-purpose parts continued normalization with selective restock spikes.

🔹 AI Compute Pull-Forward + “2026 Visibility” Drives Tightness

  • End-of-year AI capacity planning continued to pull in demand for memory, high-speed interconnect, power management, and advanced boards/materials.

  • Supply remains structurally tight in high-performance segments (notably memory-related chains), as vendors manage capex cautiously and prioritize higher-margin products.

🔹 General Components: Destocking Near Completion, Price Stabilization

  • After long destocking cycles, broad categories (discretes, standard passives) showed signs of healthier inventory levels and spot price rebounds in certain items.

  • Some channels began reflecting selective replenishment rather than broad-based oversupply.

🔹 Supply Chain Behavior: Risk Hedging + Regionalization

  • Policy uncertainty (including tariff expectations) continues to trigger early procurement / risk-hedging orders in certain regions and verticals.

  • Supply chain regionalization keeps progressing (Southeast Asia/Mexico activity remains supportive for long-term rebalancing).

📈 Top Demand Models (Weekly Demand Leaders)

Rank Model WoW Change Description
1 W25Q128JVSIQ 🔻5.53% SPI Flash – still the #1 demand anchor, mild correction
2 STM32F103C8T6 🔺65.17% Mainstream MCU – strong restock wave
3 ADL5385ACPZ 🔺107.55% RF mixer/modulator – continued project-driven pull
4 KLM8G1GETF-B041 🔺3.53% eMMC – stable demand
5 ICM-42688-P 🔻26.15% 6-axis IMU – cooling after prior surge
6 STM32F407VET6 🔺45.27% Performance MCU – industrial/control demand
7 STM32F103RCT6 🔺9.00% MCU variant – steady follow-through
8 74HC595D 🔻10.49% Shift register – slight normalization
9 W25Q64JVSSIQ 🔻6.88% SPI Flash – mid-capacity easing
10 STM8S003F3P6TR 🔺75.74% 8-bit MCU – cost-sensitive builds picking up

🚀 Top Demand Surges (Highest Growth Models)

Rank Model Surge % Category
1 LM393ADR +407.84% Comparator (Analog)
2 TAJD477K006RNJ +314.91% Tantalum capacitor
3 MT62F2G64D8EK-023 WT:C +302.40% DRAM
4 IRFP4227PBF +268.22% Power MOSFET
5 MT25QU256ABA1EW7-0SIT +242.94% NOR Flash
6 K4F6E3S4HB-MGCL +238.89% DRAM
7 MT53E512M32D1ZW-046 AAT:B +230.00% DRAM (advanced)
8 ADV7513BSWZ +225.81% HDMI / Video interface IC
9 MAX9814ETD+T +225.49% Audio amplifier / mic amp
10 STR912FAW44X6 +221.24% MCU / Controller

💸 Top Price Movements

📈 Top Price Increases

  • BCX56-16 +223.04% (BJT)

  • P6SMB6.8CA +197.44% (TVS diode)

  • SM712 +190.91% (ESD/TVS protection)

  • SMAJ24A +188.73% (TVS diode)

  • BAS321,115 +184.90% (Diode)

  • FM25W256-GTR +166.87% (FRAM / NVM)

  • TPSM33625RDNR +163.89% (Power module)

  • PESD5V0U1UA +138.33% (ESD protection)

  • PBSS5350T +138.33% (BJT)

  • MPC8270CVVUPEA +129.32% (Processor / comms IC)

📉 Top Price Declines

  • PESD3V3S1UB −93.80% (ESD)

  • PESD5V0U1BB −92.43% (ESD)

  • ES2D −87.01% (Rectifier diode)

  • PESD3V3U1UA −85.55% (ESD)

  • PESD5V2S2UT −85.41% (ESD)

  • SMAJ12CA −82.25% (TVS)

  • BAW56 −76.83% (Switching diode)

  • PESD5V0S1BL −74.94% (ESD)

  • SMBJ64A −71.68% (TVS)

  • NLAS4599DFT2G −67.69% (Analog switch / interface)

📦 Inventory Movements

📈 Top Inventory Surges

  • PESD3V6Z1BCSFYL +10,512.48% (ESD/TVS)

  • MT62F2G64D8CL-023 WT:B +6,281.41% (DRAM)

  • BCP53-QX +4,400.00% (BJT)

  • FLXC4004G-W6 +3,434.01% (Flash storage)

  • CYUSB3065-BZXI +2,383.44% (USB 3.0 controller)

  • F35SQA002G-WWT +1,782.95% (Flash storage)

  • NX3008NBKMB +1,574.80% (MOSFET)

  • IRF540N +1,435.67% (Power MOSFET)

  • MMBZ18VAL +1,372.28% (Zener)

  • APDS-9300-020 +1,367.53% (Ambient light sensor)

📉 Top Inventory Declines

  • BAT46WJ-Q −99.93% (Schottky diode)

  • RB560VM-40FHTE-17 −99.81% (Schottky/rectifier)

  • 74HC4051BQ-Q100 −99.72% (Automotive analog mux)

  • A3T4GF40BBF-HP −99.44% (Memory)

  • LTC1668IG −99.42% (DAC)

  • TPL803250-S5TR −99.16% (Supervisor / reset IC)

  • FT4232HQ −99.11% (USB interface)

  • EPCQ64SI16N −99.05% (Configuration flash)

  • STM32G431KBU3 −98.75% (MCU)

  • AD8572ARZ −98.43% (Precision op-amp)

🧠 Brand Dynamics

Top Demand Brands

TI • ADI • Nexperia • onsemi • ST • Microchip • Infineon • Micron • NXP • Diodes

Fastest-Growing Brands

SkyHigh/天海存储 +40.32% • Holt +36.01% • Seiko +34.66% • GeneSiC +30.40% • BPS/晶丰明源 +28.38% • RECOM +28.11% • SITIME +26.42% • WIZNET +24.35% • GCT +23.71% • CJT CONN +22.47%

📊 Category Momentum

Top Demand Categories

Microcontrollers • MOSFETs • Rectifiers • Flash • Op-Amps • DC/DC & Switching Regulators • Linear Regulators • DRAM • BJTs • FPGAs

Fastest Growing Categories

  • Audio & Video Connectors +32.47%

  • PIN (diodes / modules context) +23.26%

  • Hot-Swap Controllers +23.01%

  • Accelerometers +22.66%

  • Modulation & Demodulation +21.84%

  • Development Kits & Tools +20.98%

  • SLCC +20.73%

  • Chip Resistors +20.53%

  • Fuse Accessories +19.60%

  • RF BJTs +19.19%

🧭 Cerametronics Weekly Insight

Week 51 highlights a two-track market:

  • Track A (AI/compute-linked): Memory devices and supporting infrastructure stay sensitive to supply availability—watch the DRAM/NVM list (MT62*/K4F*/MT53*/MT25Q*).

  • Track B (broad industrial/consumer base): Discretes and protection lines show rapid price rotations, especially TVS/ESD (PESD*, SMAJ*, P6SMB*)—suggesting both replenishment and short-term pricing volatility.

🔹 Watchlist

  • Memory / NVM: MT62F2G64*, K4F6E3S4*, MT53E*, MT25QU256*

  • MCU restock wave: STM32F103*, STM32F407*, STM8S003*

  • Protection volatility: PESD* / SMAJ* / P6SMB*

  • Interface & Connectivity: CYUSB3065 (USB), ADV7513 (Video/HDMI)

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#Cerametronics #Week51 #Semiconductor #AI #Memory #DRAM #Flash #MCU #ESD #TVS #PowerIC #Connectivity #SupplyChain

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