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Weekly Insights 26w13

📊 Week 13, 2026 — Electronics Component Industry Highlights

📅 March 23 – March 29, 2026

The market is no longer moving in one direction.
High-end parts are tightening.
Low-end components are being cleared out.

That was the real story of Week 13.

While AI infrastructure, memory bandwidth, and power-density parts kept attracting demand, many legacy discretes and protection devices entered aggressive price and inventory correction.

In other words:

Customers are still buying.
But they are buying more selectively.
And they are concentrating spend on performance-critical components.


🌏 Global Industry Overview

Week 13 showed a clear split across the supply chain.

On one side, demand remained active in:

  • Memory
  • Power management
  • Analog
  • FPGA
  • RF infrastructure

On the other side, lower-end devices such as discretes, ESD, and protection parts saw heavy liquidation pressure.

At the same time, upstream cost pressure continued to build.

Copper moved above $10,000/ton, and that matters far beyond raw materials alone.

It raises pressure on:

  • Connectors
  • PCB layers
  • Power-related BOM cost
  • Quoting stability

So this week was not just about demand.

It was also about which parts still have pricing power.


📈 Top Demand Models

The highest search-volume models this week were still dominated by the familiar core basket:

  1. STM32F405RGT6 ↓ 44.06%
  2. STM32F103C8T6 ↓ 25.07%
  3. ICM-42688-P ↓ 9.35%
  4. W25Q128JVSIQ ↑ 3.48%
  5. TPS5430DDAR ↓ 32.19%
  6. STM32F407VET6 ↓ 17.50%
  7. MT41K256M16TW-107:P ↑ 2.49%
  8. STM32F103RCT6 ↓ 9.16%
  9. TPS82130SILR ↓ 46.63%
  10. TMS320F28335PGFA ↓ 50.16%

Read-through:
The headline leaders cooled, but the core demand base did not disappear.

It simply rotated.

Search volume pulled back on some anchor MCUs and power modules, while new momentum formed in more targeted system-build components.


🚀 Top Demand Surges

This is where the more important signal appears.

The strongest demand surges were:

  1. W25X10CLUXIG ↑ 442.57%
  2. CSD88584Q5DC ↑ 344.37%
  3. EP4CE40F23I7N ↑ 318.42%
  4. UCC28881DR ↑ 306.54%
  5. OPA140AIDBVR ↑ 299.03%
  6. BSC123N08NS3G ↑ 288.18%
  7. AFT27S006NT1 ↑ 274.87%
  8. TLV3201AIDCKR ↑ 273.83%
  9. TPS552872RYQR ↑ 252.32%
  10. MT41K512M16HA-125:A ↑ 248.67%

What does this tell us?

This is not a random mix.

It points to demand building around:

  • Flash
  • Power conversion
  • Precision analog
  • FPGA
  • RF devices
  • Legacy DRAM support

That is a classic sign of active platform build activity.

Not broad panic-buying.
Not passive replenishment.
But real, design-driven demand.


💸 Price Movements

Top Price Increases

The strongest price increases this week included:

  • W25X10CLSNIG ↑ 295.60%
  • BCX53-16,115 ↑ 281.73%
  • MX66U1G45GMI00 ↑ 274.33%
  • 1PS76SB10 ↑ 270.18%
  • MP2565DN-LF-Z ↑ 264.53%
  • L6599ADTR ↑ 264.48%
  • MP1541DJ-LF-Z ↑ 264.38%
  • MP1484EN-LF-Z ↑ 263.36%
  • PRTR5V0U2X,215 ↑ 258.42%
  • SGM3204YN6G/TR ↑ 245.73%

Top Price Declines

The sharpest corrections were:

  • 2N2222A ↓ 99.46%
  • BAS16LD ↓ 98.71%
  • TPSM82822SILR ↓ 98.49%
  • PESD2CANFD24V-TR ↓ 98.42%
  • PMEG6010CEJ ↓ 98.04%
  • BUK98150-55A/CUF ↓ 96.83%
  • BUK9832-55A/CUX ↓ 96.19%
  • PESD5V0F1BL ↓ 95.38%
  • MAX3232IDR ↓ 95.34%
  • PESD24VL1BA ↓ 95.34%

Market read

This is a very clear split.

Power ICs and Flash are pushing upward.
Discretes and protection lines are being repriced downward.

That usually means one thing:

The channel is separating high-value build demand from excess low-end inventory.


📦 Inventory Movements

Inventory Surge

The biggest stock increases were seen in:

  • SCT040HU65G3AG ↑ 13233.33%
  • ADP1755ACPZ ↑ 5714.29%
  • MX25U12832FZ4I02 ↑ 5376.34%
  • W25Q128JVSIQTR ↑ 4739.34%
  • KMDX60018M-B425 ↑ 4615.38%
  • MT53E1G32D2FW-046 WT:C ↑ 4394.70%
  • RC19008AGND#KB0 ↑ 4273.50%
  • MSP432P4111IPZR ↑ 3076.92%
  • S40FC004C1B2I00000 ↑ 2710.84%
  • W25Q128JVBIQ ↑ 2148.02%

Inventory Decline

The biggest stock drops were:

  • MTFC128GBCAQTC-IT ↓ 99.95%
  • SDSDQAD-016G ↓ 99.87%
  • 9DBL0452CKILFT ↓ 99.69%
  • LTM4702IY#PBF ↓ 99.62%
  • HSDL-9100-021 ↓ 99.62%
  • RAA2214914GNP#HB0 ↓ 99.60%
  • ADXL313WACPZ ↓ 99.52%
  • LFE5U-25F-7BG256I ↓ 99.43%
  • NUC972DF71Y ↓ 99.36%
  • ADN8834ACPZ ↓ 99.17%

Read-through

Inventory is moving in two very different directions:

Memory + power + control parts are being stocked.
Certain high-end modules, sensors, and FPGA lines are being consumed fast.

That combination usually signals:

  • selective restocking
  • continued build activity
  • and tightening in specialized applications

🧠 Brand Dynamics

Top Searched Brands

The most searched brands this week were:

  • TI / Texas Instruments
  • ADI / Analog Devices
  • STMicroelectronics
  • onsemi
  • Nexperia
  • Microchip
  • Infineon
  • Micron
  • Diodes
  • UMW

Fastest-Rising Brands

The fastest-rising brands were:

  • Bulgin ↑ 273.91%
  • CML Microcircuits ↑ 133.63%
  • Kionix ↑ 94.60%
  • SPANSION ↑ 50.63%
  • Advanced Energy ↑ 49.01%
  • SEI ↑ 42.69%
  • ABB ↑ 36.79%
  • Inphi Corporation ↑ 34.48%
  • Alliance Memory ↑ 32.68%
  • Exar ↑ 29.39%

Signal

Tier-1 brands still dominate the core demand base.

But the rising-brand list shows buyers are also exploring niche and specialized suppliers, especially in sensing, RF, connectivity, and memory support.


📊 Category Momentum

Top Demand Categories

The most searched categories this week were:

  1. Microcontrollers
  2. Flash
  3. DC-DC Converters and Switching Regulators
  4. MOSFETs
  5. Operational Amplifiers
  6. Linear Regulators
  7. Rectifiers
  8. DRAM
  9. FPGA
  10. General-Purpose BJTs

Fastest-Growing Categories

The fastest-growing categories were:

  • PIN ↑ 42.82%
  • Multi-Chip Package Memory ↑ 41.07%
  • SRAM ↑ 40.00%
  • Socket Connectors ↑ 39.05%
  • Magnetoresistive Sensors ↑ 35.15%
  • Authenticators ↑ 32.00%
  • Other Circuit Protection ↑ 31.51%
  • SAW Filters ↑ 30.43%
  • EPROM ↑ 27.41%
  • Display Drivers ↑ 24.36%

Read-through

The category view reinforces the same theme:

The market is leaning further into:

  • integration
  • memory architecture
  • sensing
  • connectivity
  • and system-level performance

🧭 Cerametronics Weekly Insight (Week 13)

Week 13 was not a broad bullish week.

It was a selective quality-demand week.

That distinction matters.

The strongest signals came from parts tied to:

  • power density
  • memory support
  • analog precision
  • FPGA logic
  • RF infrastructure

Meanwhile, lower-end discretes and protection families saw heavy correction, suggesting that large parts of the market are still working through excess inventory.

So the takeaway is simple:

Demand is still there.
But it is no longer spread evenly.
It is moving toward the parts that matter most in real system builds.


🔹 Watchlist

Keep a close eye on these groups next week:

Power build layer
CSD88584*
TPS552872*
UCC28881*

Memory pressure points
W25X*
MX66*
MT41K*

Logic and control
EP4CE40*
MSP432*
STM32F4*

RF / infrastructure
AFT27S006*

Liquidation-sensitive lines
2N2222*
BAS16*
PESD*
BUK*


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#Cerametronics #Week13 #Semiconductor #Electronics #SupplyChain #PowerManagement #Memory #FPGA #Analog #Inventory #Pricing #Procurement #MarketInsights

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