Week 02, 2026 — Electronics Component Industry Highlights

📅 (2026/01/05 – 2026/01/11)

🌏 Global Industry Overview (Week 02)

Week 02 delivered a clear “CES-driven demand re-acceleration” pattern. Unlike Week 01’s post-holiday cool-down, this week saw broad WoW rebounds across Flash, DDR, IMU sensors, and MCU demand, alongside a sharp surge in connectivity + interface categories (Ethernet switch / controller / SoC).

At the same time, pricing remained highly dispersed—with ESD/Protection and mixed-signal + power parts driving most of the volatility—while inventory signals suggest distributors are repositioning aggressively into Q1 edge-AI and connectivity projects.

🔹 CES Tailwind: End-Device AI + Connectivity Re-ignites Pull
Search momentum rotated strongly into SoC / processors / Ethernet and “data movement” components—typical of new design cycles restarting immediately after CES product announcements.

🔹 Flash + DDR Demand Rebounds (Channel Restock Signal)
Winbond Flash density tiers (32/64/128) all moved up WoW, and DDR3L demand surged—often a sign of real build schedules resuming, not just browsing.

🔹 Pricing Still Concentrated in Protection + Power IC Volatility
ESD parts (PESD/PRTR/TPD families) stayed extremely active on both the upside and downside—suggesting spot constraints + channel repricing in some lines, while others are seeing inventory normalization.

🔹 Inventory: Q1 Positioning in Memory + Power + Industrial MCU Lines
Big stock increases in memory + power + industrial MOSFET/SiC imply distributors are stocking ahead of early-year programs. Large declines in selected MCUs, memory, and interface parts may reflect allocation tightness or rapid pull-through in specific pipelines.

📈 Top Demand Models
Rank Model WoW Change Description
1 W25Q128JVSIQ 🔺 37.81% SPI Flash — demand rebounds after Week 01 holiday softness
2 ICM-42688-P 🔺 71.65% 6-axis IMU — strong pickup (wearables / motion sensing demand)
3 KLM8G1GETF-B041 🔺 96.95% eMMC — storage restock accelerates into Q1 builds
4 STM32F103C8T6 🔺 35.12% MCU — broad-based recovery, classic industrial / maker demand
5 W25Q64JVSSIQ 🔺 104.73% SPI Flash — mid-density tier surged (cost-sensitive designs)
6 MT41K256M16TW-107 IT:P 🔺 79.22% DDR3L — strong restock signal (legacy platforms still active)
7 MT41K256M16TW-107:P 🔺 86.24% DDR3L — continued strength across variant sourcing
8 STM32F405RGT6 🔺 27.92% MCU — project restart signal (higher-performance STM32 demand)
9 W25Q32JVSSIQ 🔺 38.00% SPI Flash — entry density remains active (volume designs)
10 STM32F407VET6 🔻 0.67% MCU — flat/slightly down, but still structurally strong
🚀 Top Demand Surges
Rank Model Surge % Category
1 W29N01HVSINA +584.96% NAND Flash (SPI NAND / storage)
2 RTL8211FS-CG +487.40% Ethernet PHY (connectivity)
3 MT53E512M32D1ZW-046 IT:B +482.98% Mobile DRAM / LPDDR family
4 74ALVC164245DGG +476.42% Bus transceiver / logic
5 AD9653BCPZ-125 +379.82% High-speed ADC (mixed-signal)
6 MX25L12833FM2I-10G +346.51% SPI NOR Flash
7 K4A8G085WB-BIRC +341.54% DDR4 DRAM
8 MX35LF1GE4AB-Z4I +339.88% SPI NAND Flash
9 MCIMX6Y2CVM08AB +336.75% Application Processor / SoC
10 MCIMX283DVM4B +336.47% Application Processor / SoC
💸 Top Price Movements
Top Increases

PESD5V0S1BA,115 +295.13% (ESD protection)

DS18B20U+ +289.06% (temperature sensor)

MP8756GD-Z +282.01% (power IC)

MP9942GJ-Z +278.05% (power IC)

FT4232HL +271.11% (USB interface / bridge)

MP2491CGQB-Z +266.08% (power IC)

MPQ8633AGLE-Z +255.43% (power IC)

BAT54S,215 +240.87% (Schottky diode)

MP4462DN-LF-Z +229.21% (DC/DC regulator)

BAW56,215 +227.60% (switching diode)

Top Declines

TPD1E10B06QDPYRQ1 -99.28% (ESD / protection)

SM712 -99.10% (TVS / protection)

PRTR5V0U2AX -97.64% (ESD protection)

10M50DAF484C8G -97.03% (FPGA / CPLD family)

SIA400EDJ-T1-GE3 -95.46% (MOSFET)

MAX3232IDR -94.09% (RS-232 transceiver)

KA3525A -93.71% (PWM controller)

SN74LVC1G123DCUR -93.11% (logic one-shot)

DF06S -93.00% (bridge rectifier)

PMEG6020ER -92.63% (Schottky rectifier)

📦 Inventory Movements
Top Surges

SCT027W65G3-4AG +37,968.75% (SiC / power device family)

MT53E1G32D2FW-046AUT:B +10,280.37% (mobile DRAM / LPDDR)

K4ABG165WA-MCTD +6,675.00% (DDR4 DRAM)

BAS40-07,215 +6,319.11% (diode)

AX58100 +4,348.28% (connectivity / controller)

KLMCG2UCTB-B041 +4,210.66% (eMMC storage)

AD8656ARZ +3,194.89% (op-amp)

BSC023N08NS5SC +3,044.50% (MOSFET)

FFD10UP20S +2,269.24% (power diode / rectifier family)

PIC18F458-I/PT +1,198.35% (MCU)

Top Declines

YMEC6A2TB1A2C3 -99.89%

NT6AN512T32AV-J2 -99.88% (memory / storage)

AD8422BRZ -99.80% (instrumentation amplifier)

STM32G473CBT6 -99.80% (MCU)

CXDQ4A8AM-CJ-M -99.75% (memory family)

THGAMSG9T15BAIL -99.73% (eMMC / storage)

SN74LVC2G240DCUR -99.67% (logic buffer)

LM4132AMF-3.3/NOPB -99.64% (voltage reference)

GD5F1GQ5UEYIG -99.34% (SPI NAND Flash)

ARG82801KLVATR-1 -98.80% (platform / controller family)

🧠 Brand Dynamics
Top Demand Brands (Search Leaders)

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

Fastest-Growing Brands (WoW)

SkyHigh +211.17% • Knowles +211.09% • TDK-Lambda +154.10% • NIDEC +152.13% • Fujitsu +150.80% • Mitsubishi +149.92% • TT electronics +148.62% • Qualcomm +140.66% • ERNI +139.97% • Kingston +135.33%

These jumps typically reflect post-CES sourcing shifts, renewed RFQ activity, and early-year supplier re-validation—not just “low-base” effects.

📊 Category Momentum
Top Demand Categories

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

Fastest Growing Categories (WoW)

Interface Controllers +120.68%

BJTs +120.07%

Ethernet Switches +113.38%

Application Processors & SoC +111.65%

Microprocessors +109.54%

RF BJTs +108.91%

EMI Filters +106.51%

DRAM Chips +100.34%

Other Communication Products +98.28%

CPLDs +97.98%

🧭 Cerametronics Weekly Insight (Week 02)

Week 02 confirms a Q1 restart + CES-driven pull-forward. Flash (W25Q*) and storage (eMMC) demand strengthened across densities, while DDR-related demand surged—often a sign that build schedules are resuming, not just early-year browsing. The biggest structural shift is category momentum: interface controllers, Ethernet switching, and SoC demand exploded, aligning tightly with “edge AI + connectivity” spending.

🔹 Watchlist

Connectivity breakout: RTL8211FS-CG, Ethernet switch/controller categories (fastest momentum = real program activity)

Flash ladder strength: W25Q32 / W25Q64 / W25Q128 all up WoW (healthy Q1 consumption signal)

Memory tightness risk: MT53* + K4A* families (surge + inventory moves = watch lead times)

Protection volatility: PESD*, PRTR*, TPD* (pricing dispersion suggests unstable channel conditions)

SoC pull: MCIMX* series (processor/SoC surge = new embedded compute ramps)

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📩 Andrew Tu – [email protected]

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