📊 Week 24, 2026 — Electronics Component Industry Highlights

📅 June 8 – June 14, 2026

The shortage story has changed.
It is no longer just about ICs.
It is about whether the full system can still be built.

Week 24 marked a major shift.

AI demand is still pulling the market forward.

But cost pressure is now spreading across the entire BOM:

• PCB materials
• copper foil
• MLCC
• resistors
• isolation
• power modules
• interface ICs
• memory
• and protection devices

This is no longer a chip-only cycle.

It is a full-BOM inflation cycle.

🌏 Global Industry Overview

Week 24 confirmed that the electronics supply chain has entered a structural inflation phase.

The pressure is no longer limited to advanced processors or memory.

It is moving into the supporting layers that every system depends on:

• high-frequency PCB
• copper-clad laminate
• MLCC
• thick-film resistors
• protection circuits
• isolated signal chain
• USB / LIN / RS-232 interfaces

That matters.

Because once inflation spreads into the board, passives, protection, and interconnect layers, OEMs lose flexibility.

At that point, the question changes from:

“Can we source the main IC?”

to:

“Can we still build the complete product at target cost?”

🚨 PCB + Copper Shock — The Hidden Bottleneck

This week, PCB material supply became one of the biggest concerns.

High-frequency multilayer PCB and copper-clad laminate pressure is now affecting:

• AI server boards
• Blackwell-related platforms
• high-speed networking hardware
• automotive electronics
• industrial control systems
• advanced communication equipment

The pressure comes from two directions:

1. high-purity resin disruption
2. copper foil inflation

The result:

PCB lead times and material costs moved sharply higher.

This is critical because PCB is not optional.

Even if the ICs are secured, production can still be delayed if board materials are constrained.

The shortage has moved from the chip level
to the system level.

📈 Top Demand Models

Core demand was mixed this week:

1. STM32F405RGT6 ↑ 2.11%
2. ICM-42688-P ↑ 14.37%
3. W25Q128JVSIQ ↓ 8.49%
4. STM32F103C8T6 ↓ 8.48%
5. MT41K256M16TW-107:P ↑ 3.39%
6. W25Q64JVSSIQ ↑ 7.59%
7. STM32F407VET6 ↓ 10.17%
8. MT41K256M16TW-107 IT:P ↓ 26.47%
9. KLM8G1GETF-B041 ↑ 9.97%
10. STM32F103RCT6 ↓ 6.11%

Read-through:

The market did not move in one direction.

MCU demand softened in some families.

Flash remained active but uneven.

Memory showed mixed signals.

But the rebound in ICM-42688-P, W25Q64JVSSIQ, and KLM8G1GETF-B041 shows continued demand in:

• motion sensing
• SPI Flash
• embedded storage
• baseline control platforms

This looks like a selective build cycle.

Not broad acceleration.

Not demand collapse.

🚀 Top Demand Surges

This week’s strongest model surges were:

1. ISO7763FQDBQRQ1 ↑ 374.29%
2. TPSM82821ASILR ↑ 359.71%
3. OPA376AIDBVR ↑ 331.34%
4. BLE112-A-V1 ↑ 307.62%
5. ALC888S-VD2-GR ↑ 304.39%
6. SI2319CDS-T1-GE3 ↑ 301.34%
7. AMC1350DWVR ↑ 300.00%
8. 5CGTFD7C5F23I7N ↑ 299.40%
9. STM32L496ZGT6 ↑ 293.67%
10. AD9253BCPZ-105 ↑ 278.99%

Signal analysis:

Week 24 demand surged in:

• digital isolators
• DC/DC power modules
• precision op-amps
• Bluetooth modules
• audio codecs
• MOSFETs
• isolated amplifiers
• FPGA
• low-power STM32 MCUs
• high-speed ADCs

This is a very clear systems signal.

Customers are sourcing around:

isolation, power efficiency, signal integrity, connectivity, and embedded control.

That fits the broader market shift:

more complex systems need more support components.

💸 Price Movements

🔺 Top Price Increases

• BSS138W-7-F ↑ 297.82%
• IRFP460PBF ↑ 291.12%
• FDMS86101 ↑ 288.23%
• MT46H64M16LFBF-5 IT:B ↑ 283.07%
• LM317LIPK ↑ 279.93%
• AT24C16C-SSHM-T ↑ 279.23%
• DG412DY-T1-E3 ↑ 277.00%
• MT25QL01GBBB1EW9-0SIT ↑ 274.63%
• ADA4897-1ARJZ-R7 ↑ 271.53%
• BAT54A ↑ 269.86%

🔻 Top Price Declines

• STM32L433RCT6 ↓ 99.55%
• PCI9030-AA60PIF ↓ 97.73%
• RC0603FR-0710KL ↓ 94.79%
• ISO1050DUB ↓ 93.37%
• 0603B104K500NT ↓ 93.35%
• ES1J ↓ 92.81%
• MP1495DJ-LF-Z ↓ 89.72%
• AD8314ARMZ ↓ 89.28%
• MP1471AGJ-Z ↓ 86.54%
• AMS1117-1.8 ↓ 85.55%

Market interpretation:

Price strength appeared in:

• MOSFETs
• DRAM
• EEPROM
• NOR Flash
• analog switches
• high-speed op-amps
• linear regulators
• Schottky diodes

Sharp corrections appeared in:

• selected STM32 lines
• PCI bridge ICs
• chip resistors
• isolated CAN
• ceramic capacitors
• rectifiers
• DC/DC converters
• RF detectors
• LDOs

The pricing message is clear:

memory, MOSFETs, and high-speed analog still hold pricing power.

But many commodity and replaceable lines remain unstable.

📦 Inventory Dynamics

📈 Inventory Surges

• ADBMS6832MWCCSZ ↑ 4147.06%
• HYM8563S ↑ 3937.62%
• TM8211 ↑ 3626.28%
• LM5012DDAR ↑ 3041.12%
• BAP70Q ↑ 2693.49%
• ADG5206BCPZ-RL7 ↑ 2572.90%
• AD650JNZ ↑ 2398.68%
• IM73D122V01XTMA1 ↑ 2293.29%
• 591-3001-013F ↑ 2268.12%
• CA-IS3740LN ↑ 2068.70%

📉 Inventory Declines

• IMX287LLR-C ↓ 99.97%
• KLMAG2GEUF-B04P ↓ 99.83%
• MX66U1G45GXDI00 ↓ 99.18%
• AD7193BRUZ ↓ 99.11%
• FM25V02A-G ↓ 99.01%
• BL0940 ↓ 99.01%
• RDA5815M ↓ 98.51%
• AD633ARZ ↓ 98.43%
• AD5553CRMZ ↓ 98.38%
• DEI1054-G ↓ 98.04%

Inventory read-through:

Inventory increased in:

• battery monitoring
• RTC
• audio DAC
• DC/DC regulators
• RF diodes
• analog switches
• voltage-to-frequency converters
• MEMS microphones
• isolated communication

But inventory dropped sharply in:

• image sensors
• eMMC storage
• NOR Flash
• precision ADCs
• FRAM
• energy metering ICs
• RF tuners
• analog multipliers
• precision DACs
• specialty interface components

This confirms tightening in:

storage, precision analog, image sensing, RF, and specialty interface lines.

🧠 Brand Momentum

Top Demand Brands

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

Fastest Rising Brands

• LuJing ↑ 3,177,000%
• NH ↑ 1,898,200%
• LEADCORE ↑ 1,788,900%
• SINEDEVICE ↑ 1,626,700%
• ALG ↑ 1,575,200%
• ChipNobo ↑ 1,305,900%
• CCX ↑ 1,289,000%
• PDW ↑ 1,229,100%
• MDM ↑ 1,079,900%
• MOT ↑ 1,004,300%

Signal:

This week’s fastest-rising brand list is dominated by lower-base domestic and regional suppliers.

That usually indicates:

• substitution activity
• price-sensitive sourcing
• second-source exploration
• local supply-chain diversification

Important note:

extreme percentage increases often reflect low-base effects.

But the direction is meaningful.

Buyers are actively searching beyond Tier-1 brands.

📊 Category Momentum

Top Demand Categories

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

Fastest Growing Categories

• Thick Film Resistors ↑ 125.27%
• Thyristor Surge Protection Devices ↑ 40.22%
• PCI Express Switches ↑ 37.88%
• USB Transceivers ↑ 37.62%
• Segment LED Displays ↑ 31.50%
• LIN Transceivers ↑ 29.40%
• Multimedia Misc. ↑ 28.88%
• RS-232 ↑ 28.45%
• USB Power Switches ↑ 26.43%
• RMS-to-DC Converters ↑ 21.81%

What does this tell us?

Week 24 category momentum moved strongly into:

• resistors
• surge protection
• PCIe switching
• USB communication
• LIN / RS-232 interfaces
• LED display components
• power switching
• RMS conversion

This is a full-system signal.

Not just AI chips.

Not just memory.

The supporting architecture is now under pressure.

🧭 Cerametronics Weekly Insight (Week 24)

Week 24 confirms that the market has entered a broader structural inflation phase.

The strongest signals came from:

• isolation
• power modules
• precision analog
• MOSFETs
• DRAM / Flash
• FPGA
• Bluetooth / audio
• USB / LIN / RS-232 interfaces
• thick film resistors
• MLCC and supporting BOM

The biggest change is that cost pressure is no longer limited to semiconductors.

PCB materials, copper, MLCC, resistors, and protection devices are now part of the same sourcing equation.

So the key takeaway is simple:

the shortage has moved from “chip availability” to “system buildability.”

The companies that manage the full BOM early will have a real advantage in Q3.

🔹 Watchlist

Isolation / safety signal chain
ISO7763*
AMC1350*
CA-IS3740*

Power modules / regulators
TPSM82821*
LM5012*
MC78M05*
IRFP460*
FDMS86101*

Memory / storage pressure zone
MT46H64*
MT25QL01*
MX66U1G*
KLMAG2*
FM25V02*

FPGA / embedded control
5CGTFD7*
STM32L496*
STM32L433*

Precision analog / data conversion
OPA376*
AD8021*
AD9253*
AD7193*
AD5553*

Supporting BOM
thick film resistors
MLCC
USB / LIN / RS-232
PCIe switches
surge protection devices

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