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Week 06, 2026 — Electronics Component Industry Highlights
📅 (2026/02/02 – 2026/02/08)
🌏 Global Industry Overview (Week 06)
Week 06 showed a clear “pre-holiday pull-forward + sensing & memory spike” pattern: mainstream demand stayed anchored in Flash + MCUs + DRAM, but the week’s most dramatic signal was an explosive surge in IMU motion sensors (LSM6DSV family) alongside stronger interest in DDR memory devices and removable flash storage. Pricing pressure remained concentrated in protection (ESD/TVS) + logic + drivers, while inventory moves suggest channel stocking into memory, interfaces, and audio/mic sensing, with a few sharp drawdowns hinting at tight allocations in select lines.
🔹 Demand Shift: “Power Rails + Sensors” Take the Lead
TPS5430DDAR jumped to the top of demand (+88.02%), reinforcing that Q1 builds are leaning on proven, high-volume power rails. Meanwhile, IMU demand wasn’t just “up”—it was vertical: LSM6DSV16XTR +439.87%.
🔹 Memory & Storage: Embedded + Removable Demand Rising Together
Surges in DDR (K4B4G… +356.07%), high-density serial flash (MX66L2G… +320.56%), and microSD (SDSDQAB… +293.79%) point to broader embedded platforms pulling forward procurement before shipping slowdowns.
🔹 Pricing: Protection & Glue Logic Still Volatile
Price increases clustered in driver arrays (ULN2003A), logic (74HC138), and USB/ESD protection (USBLC6-4SC6, SMBJ36CA)—a classic “small parts, big volatility” setup.
🔹 Inventory: Memory + Interface Restocking, Select Sensor Lines Draining
Inventory surged across Samsung memory families and USB interface (FT245BL), plus digital mic (ICS-43434)—but LSM6DSV16X inventory fell -99.99%, a strong hint of allocation tightness or rapid channel depletion in that sensor line.
📈 Top Demand Models
| Rank | Model | WoW Change | Description |
|---|---|---|---|
| 1 | TPS5430DDAR | 🔺 88.02% | Buck regulator — classic “workhorse rail” demand spike |
| 2 | W25Q128JVSIQ | 🔻 32.59% | SPI Flash — still a core staple, but demand cooled WoW |
| 3 | ICM-42688-P | 🔺 3.74% | 6-axis IMU — steady, still actively sourced |
| 4 | LSM6DSV16XTR | 🔺 439.87% | IMU — breakout demand (motion/robotics style pull) |
| 5 | W25Q64JVSSIQ | 🔻 21.29% | SPI Flash — mid-density demand softened |
| 6 | STM32F103C8T6 | 🔺 1.57% | MCU — stable industrial baseline |
| 7 | KLM8G1GETF-B041 | 🔻 27.82% | eMMC — demand cooled after prior rebound |
| 8 | TPS51200DRCR | 🔺 25.64% | DDR power / termination support — memory platform activity |
| 9 | MT41K256M16TW-107:P | 🔻 2.38% | DDR3L — mild softening |
| 10 | W25Q32JVSSIQ | 🔻 32.80% | SPI Flash — entry density cooling |
🚀 Top Demand Surges
| Rank | Model | Surge % | Category |
|---|---|---|---|
| 1 | LSM6DSV16XTR | +439.87% | IMU / motion sensor |
| 2 | K4B4G0846E-BYMA | +356.07% | DRAM (DDR family) |
| 3 | MX66L2G45GXRI00 | +320.56% | High-density SPI NOR Flash |
| 4 | 74LVC4066BQ | +296.23% | Analog switch / mux |
| 5 | SDSDQAB-008G | +293.79% | microSD / removable flash |
| 6 | MX25L3233FM1I-08G | +267.96% | SPI NOR Flash |
| 7 | LSM6DSV16X | +257.30% | IMU / motion sensor |
| 8 | 1217281-2 | +247.29% | Connector / interconnect |
| 9 | LSM6DSVTR | +236.69% | IMU / motion sensor |
| 10 | LM5007MM/NOPB | +216.67% | DC/DC regulator — recurring price/demand volatility |
💸 Top Price Movements
Top Increases
ULN2003A +274.29% (driver array / “glue” component)
74HC138D +270.25% (decoder / logic)
USBLC6-4SC6 +260.83% (USB ESD protection)
PBSS5350Z +254.58% (BJT / discrete)
DS3231MZ+ +250.11% (RTC)
AD9361BBCZ-REEL +248.23% (RF transceiver)
FDMC86102L +229.79% (MOSFET)
PESD0402-140 +228.73% (ESD protection)
SMBJ36CA +226.23% (TVS diode)
LCMXO2-640HC-4TG100C +224.54% (CPLD / FPGA)
Top Declines
REG1117-3.3 -98.91% (LDO — sharp channel correction)
PMEG4010EJ -98.14%, PMEG4010CEJ -93.28% (Schottky rectifiers)
PMEG2005CT -96.83% (Schottky)
AD8539ARZ -96.71%, AD8606ARZ -94.99% (op-amps — pricing reset)
ESD351DPYR -95.88%, PESD2ETH-AXR -93.38% (ESD protection)
BUK98150-55A/CUF -94.89%, PMV20XNEAR -93.71% (MOSFETs)
📦 Inventory Movements
Top Surges
K4UJE3D4AA-KFCL +19,650.49% (memory — major stocking move)
K4ZAF325BM-HC14 +3,660.09% (memory)
6N139SDM +2,342.62% (opto-isolator)
MTFC512GBCAVTC-AAT +1,818.18% (storage / embedded memory)
FT245BL +1,486.70% (USB interface / FIFO)
K4F8E3S4HD-GHCL02V +1,400.00% (memory)
CS5532-BSZ +1,333.33% (precision ADC / measurement)
SGM8000C-S27B8G +1,230.01% (timing / control device family)
ICS-43434 +1,024.14% (digital microphone — audio sensing demand)
DS28EC20P+ +740.74% (secure memory / authenticator family)
Top Declines
LSM6DSV16X -99.99% (IMU — supply tightness signal)
LP38798SDX-ADJ -99.98% (LDO)
RS512M32LX4D2BNR-53BT -99.93% (memory)
MT40A1G16TD-062E AIT:F -99.67% (DRAM)
ADL5385ACPZ -99.65% (RF)
HSDL-9100-021 -99.63% (IR / optical)
TJ20A10M3 -99.60% (discrete)
74AVCB164245ZQLR -99.10% (bus transceiver)
IS21EF04GP-JCLI -98.79% (flash)
IRFP360PBF -98.77% (power MOSFET)
🧠 Brand Dynamics
Top Demand Brands (Search Leaders)
TI • ADI • onsemi • Nexperia • ST • Microchip • Infineon • Micron • Diodes • UMW
Fastest-Growing Brands (WoW)
Eaton Cutler-Hammer +51,442.42% • CREATEK +411.95% • UniOhm +217.23% • Tokmas +37.42% • FengHua +34.36% • Flip Electronics +31.20% • CTS +27.25% • Harwin +23.95% • Walsin +23.37% • Comchip +22.41%
Note: Extremely large % spikes are often a low-base effect, but they can still flag new substitution, new program onboarding, or sudden sourcing attention.
📊 Category Momentum
Top Demand Categories
Microcontrollers • Flash • MOSFETs • DC/DC Regulators • Op-Amps • Rectifiers • Linear Regulators • DRAM • FPGAs • BJTs
Fastest Growing Categories (WoW)
Chip Resistors +144.93% (broad BOM pull-forward / cost control builds)
Active Filters +30.60%
RMS-to-DC Converters +27.61%
PIN (diodes / RF) +24.61%
Dev Kits & Tools +21.27% (evaluation activity rising)
Flash Cards +19.20%
MRAM +17.59%, NVSRAM +17.33% (non-volatile memory interest expanding)
PCI Bridge Chips +17.14%
Current Sense Resistors +14.87% (power monitoring + motor/control applications)
🧭 Cerametronics Weekly Insight (Week 06)
Week 06 looks like a sensor + memory-driven pull-forward week: the IMU spike (LSM6DSV family) and the simultaneous lift in DRAM/flash/storage surges suggest motion-enabled devices and embedded platforms are ramping procurement ahead of shipping slowdowns. At the same time, pricing volatility remains sharp in ESD/TVS + logic + driver arrays, so BOM “small parts” risk shouldn’t be underestimated.
🔹 Watchlist
IMU tightness: LSM6DSV16XTR* demand up +439.87% while LSM6DSV16X inventory down -99.99%
Protection repricing: USBLC6-4SC6*, SMBJ36CA*, PESD0402* (spikes = channel stress)
Memory platform build: TPS51200* +25.64% + DRAM/flash surges (K4B4G*, MX66L2G*)
Glue logic risk: ULN2003A*, 74HC138* price jumps (don’t ignore “small BOM” parts)
Stable rail demand: TPS5430DDAR* +88.02% (repeat-build indicator)
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#Cerametronics #Week06 #Semiconductor #SupplyChain #IMU #Sensors #Flash #DRAM #PowerIC #DCtoDC #ESD #TVS #Logic #Inventory #Pricing #Procurement
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