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Week 07, 2026 — Electronics Component Industry Highlights
📅 (2026/02/09 – 2026/02/15)
🌏 Global Industry Overview (Week 07)
Week 07 marked a sharp “post pull-forward digestion + pre-holiday slowdown” reset. Unlike Week 06’s breakout surges, this week’s top demand models all printed heavy WoW declines (mostly -68% to -80%), signaling broad market cooling as buyers pause, reconcile inventory, and wait for logistics capacity to normalize.
At the same time, the surge list shifted toward clocks, DRAM, FPGA/MCU, and RF switching, while pricing volatility stayed concentrated in ESD/protection + memory/storage + discretes—a typical pattern when demand softens but supply friction and channel repricing remain.
🔹 Demand: Broad Cooldown Across Core Staples
The “usual leaders” (TPS5430, ICM IMU, Winbond Flash, STM32, Micron DDR) remained on the top demand list—but nearly all dropped sharply WoW, consistent with order pauses + shipment timing effects.
🔹 Surges: Clocking + DRAM + FPGA/MCU + RF
Top surges were moderate (sub-100%) compared to last week’s triple-digit spikes, led by a clock buffer (CDCLVC1104), DRAM, Cyclone FPGA, ATtiny MCU, and an RF switch—suggesting design activity and BOM validation continuing even during a softer purchase week.
🔹 Pricing: Protection + Storage Still “Loud”
Price increases were again dominated by ESD/protection (PESD…), NAND/eMMC/memory, plus a few power & I/O staples (LM317, TCA6408A, BAT54). Meanwhile, several “glue” parts (USBLC6-4SC6, 74HC138D, LM393DR) saw steep declines—often a sign of channel correction after earlier spikes.
🔹 Inventory: MCU + USB + Memory Building, Select Diodes/Sensors Draining
Inventory surged in STM32, FT2232HL USB, and Micron DDR families, alongside RF parts—while sharp inventory drops hit BAT46WJ, multiple Micron memory lines, TPS56527, and DS18B20, pointing to tight allocation pockets.
📈 Top Demand Models
| Rank | Model | WoW Change | Description |
|---|---|---|---|
| 1 | TPS5430DDAR | 🔻 69.35% | Buck regulator — still a core rail, demand paused sharply |
| 2 | ICM-42688-P | 🔻 71.02% | 6-axis IMU — demand cooled after prior activity |
| 3 | W25Q128JVSIQ | 🔻 78.14% | SPI Flash — major WoW pullback (timing/inventory digestion) |
| 4 | LSM6DSV16XTR | 🔻 78.50% | IMU — cooling after last week’s spike |
| 5 | STM32F103C8T6 | 🔻 76.75% | MCU — typical pause week behavior |
| 6 | W25Q64JVSSIQ | 🔻 79.77% | SPI Flash — mid-density demand softened hard |
| 7 | TPS51200DRCR | 🔻 76.89% | DDR power/termination support — memory builds slowed |
| 8 | MT41K256M16TW-107:P | 🔻 75.30% | DDR3L — demand cooled |
| 9 | MT41K256M16TW-107 IT:P | 🔻 68.67% | DDR3L — still active, but down WoW |
| 10 | W25Q32JVSSIQ | 🔻 71.16% | SPI Flash — entry density cooling |
🚀 Top Demand Surges
| Rank | Model | Surge % | Category |
|---|---|---|---|
| 1 | CDCLVC1104PWR | +95.35% | Clock buffer / jitter cleaner (timing) |
| 2 | IS43DR16640C-25DBLI | +88.49% | DRAM |
| 3 | EP4CE6F17I7N | +85.44% | FPGA (Cyclone) |
| 4 | ATTINY84V-10MU | +72.44% | MCU (low-power embedded) |
| 5 | MTFC32GAZAQHD-AAT | +62.65% | Embedded storage (eMMC) |
| 6 | W29N01HVDINA | +61.68% | NAND Flash |
| 7 | BUK6D120-60PX | +57.54% | MOSFET |
| 8 | SN74LVC2G07DCKR | +49.56% | Buffer / open-drain driver |
| 9 | ADRF5731BCCZN | +48.98% | RF switch |
| 10 | SBR10E45P5-13 | +44.93% | Schottky rectifier |
💸 Top Price Movements
Top Increases
PESD2IVN24-TR +276.09% (ESD / protection)
S34ML01G200TFI000 +220.99% (NAND Flash)
KLM8G1GEUF-B04Q +201.25% (eMMC)
NT5AD512M16C4-JRI +199.89% (memory)
MX30LF2G18AC-TI +191.23% (Flash / storage)
PMV65XP +179.92% (MOSFET)
IRLML6244TRPBF +148.30% (MOSFET)
LM317DCYR +145.58% (linear regulator)
TCA6408ARSVR +143.31% (I²C I/O expander)
BAT54 +142.05% (Schottky diode)
Top Declines
MMBT2222ALT1G -93.10% (BJT)
LM393DR -92.21% (comparator)
PDTC114ET -81.98% (digital transistor)
USBLC6-4SC6 -80.88% (USB ESD protection)
74HC138D -80.30% (logic decoder)
AT24C02C-SSHM-T -76.38% (EEPROM)
PBSS5350Z -75.26% (BJT)
SM712-02HTG -74.30% (TVS/ESD)
BAT54S-7-F -74.28% (Schottky diode)
FXL4TD245UMX -73.97% (bus transceiver)
📦 Inventory Movements
Top Surges
STM32F042F6P6 +753.03% (MCU — channel restock)
BB174X +460.41% (varactor diode / RF tuning)
FT2232HL-REEL +381.80% (USB interface / FIFO)
STM32H743IIK6 +276.28% (high-performance MCU)
MT53E1G32D2FW-046 AIT:B +226.07% (DRAM)
MRFE6VS25GNR1 +206.90% (RF power LDMOS)
MT53E2G32D4DE-046 AAT:C +143.73% (DRAM)
S40FC008C3B1I00000 +129.09% (storage / memory line)
ADF5356BCPZ +90.98% (RF synthesizer)
ADL5565ACPZ-R7 +89.78% (RF amplifier)
Top Declines
BAT46WJ-Q -99.35% (diode — sharp drawdown)
MT53E256M16D1DS-046 WT:B -89.66% (DRAM)
MT53E1G32D2FW-046 AUT:B -85.08% (DRAM)
SBR10E45P5-13 -81.14% (Schottky rectifier)
TPS56527DDAR -79.36% (DC/DC regulator)
MTFC32GAZAQHD-AAT -62.87% (eMMC)
W956A8MBYA5I -59.49% (DRAM)
BCR421UW6-7 -58.95% (LED driver)
AD8312ACBZ-P7 -56.85% (RF detector/amp)
DS18B20 -48.50% (temperature sensor)
🧠 Brand Dynamics
Top Demand Brands (Search Leaders)
TI • ADI • Nexperia • onsemi • ST • Microchip • Infineon • Micron • Diodes • NXP
Fastest-Growing Brands (WoW)
FOJAN +575.11% • Viking +230.28% • CJT CONN +132.41% • UTC +29.52%
pSemi +51.22% • YAGEO +52.64% • Panasonic +55.74% • MaxLinear +57.29%
Qualcomm +58.64% • Samsung Electro-Mechanics +58.72%
This mix (resistors + connectors + RF + mobile silicon) typically aligns with platform redesigns, substitution activity, and passive tightening.
📊 Category Momentum
Top Demand Categories
Microcontrollers • Flash • MOSFETs • DC/DC Regulators • Rectifiers • Op-Amps • Linear Regulators • DRAM • BJTs • FPGAs
Fastest Growing Categories (WoW)
Memory Modules +59.37%
Transceivers (Misc) +58.79%
MLCC +58.23%
Other Capacitors +58.05%
Resistor Networks/Arrays +56.61%
Hot Swap Controllers +55.95%
Signal Buffers/Repeaters +55.23%
Multiplexers +55.18%
RF BJTs +53.79%
Thick Film Resistors +43.68%
🧭 Cerametronics Weekly Insight (Week 07)
Week 07 is a classic “cooldown week” on the demand surface—nearly every top model fell sharply WoW—yet the underlying surge list and category momentum show design activity is still alive, especially in memory modules, passives (MLCC/resistors), transceivers, and timing/clocking. In other words: buyers paused ordering, but projects didn’t stop.
🔹 Watchlist
Protection volatility: PESD2IVN24* up +276% while USBLC6-4SC6* down -80.88% (channel repricing swings)
Memory + storage pressure: IS43DR*, S34ML*, KLM8G1GEUF* (pricing + demand signals staying “hot”)
Timing & FPGA builds: CDCLVC1104*, EP4CE6* (platform validation / redesign activity)
Passives tightening: MLCC +58.23%, thick film resistors +43.68% (Q1/Q2 BOM risk)
Inventory signals: STM32F042* inventory up +753% vs. several DRAM lines drawing down (allocation pockets)
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