📊 Week 25, 2026 — Electronics Component Industry Highlights

📅 June 15 – June 21, 2026

The market is entering its Q2 settlement moment.
Not every order will survive June 30.
And allocation is becoming a cash-flow battle.

Week 25 was a defensive and highly selective sourcing week.

The market is no longer only asking:

“Who has stock?”

It is now asking:

“Who can pay, confirm, and ship before repricing hits?”

With the June 30 CTO repricing deadline approaching, buyers are being forced into difficult decisions:

• accept higher BOM costs
• prepay for critical allocation
• cut non-core demand
• or risk losing factory support

This is the real Q2 stress test.

🌏 Global Industry Overview

Week 25 confirmed a major shift in procurement behavior.

The industry is now operating under a dual-track market:

Track 1: AI, automotive, power, memory, and advanced packaging remain tight.

Track 2: consumer, low-end interface, and non-core demand are being reduced.

This creates a very uneven market.

Some parts are still almost impossible to secure.

Others are seeing demand destruction and inventory pressure.

That is why Week 25 felt like a reset week.

Not because demand disappeared.

But because buyers are being forced to choose what really matters.

⚠️ June 30 Repricing Deadline — The Real Q2 Line

The most important procurement issue this week is the approaching June 30 deadline.

Upstream suppliers are enforcing a hard reset:

customized orders received earlier but not shipped before June 30 may be repriced under Q3 terms.

That creates immediate pressure for OEMs and distributors.

Buyers now face three choices:

1. prepay to secure critical allocation
2. accept new higher Q3 pricing
3. cancel or reduce non-core orders

This is why cash flow matters more than usual.

The companies with stronger balance sheets will protect their critical supply.

The weaker buyers may be pushed out of allocation.

🧠 Memory Market — Rationing Begins

Samsung’s May strike risk continued to pressure memory confidence.

Even as the initial strike window ended, the market is now pricing in the risk of longer-term disruption.

The result:

high-capacity memory has moved from tight supply into controlled allocation.

The most affected areas:

• DDR5 RDIMM
• LPDDR
• enterprise SSD
• high-frequency memory modules
• HBM-adjacent supply chains

Spot premiums for urgent server memory continued to rise.

In some channels, enterprise SSD and DDR5 module supply moved into quota approval mode.

That means:

cash alone may no longer guarantee delivery.

📈 Top Demand Models

Core demand softened broadly this week:

1. STM32F405RGT6 ↓ 38.46%
2. ICM-42688-P ↓ 33.18%
3. STM32F103C8T6 ↓ 27.76%
4. W25Q128JVSIQ ↓ 41.49%
5. MT41K256M16TW-107:P ↓ 24.58%
6. STM32F407VET6 ↓ 7.28%
7. W25Q64JVSSIQ ↓ 37.95%
8. MT41K256M16TW-107 IT:P ↓ 17.58%
9. TPS82130SILR ↑ 1.49%
10. TPS5430DDAR ↓ 28.41%

Read-through:

This was a clear digestion week for the core basket.

Search volume pulled back across:

• STM32 MCU families
• SPI Flash
• IMU sensors
• DDR memory
• power regulators

But this does not signal broad weakness.

It reflects a more disciplined market.

Buyers are no longer chasing every baseline part.

They are prioritizing allocation around:

memory, power, automotive, and critical build requirements.

🚀 Top Demand Surges

This week’s strongest model surges were:

1. MT53E256M32D1KS-046 WT:L ↑ 354.63%
2. SN74LVC2G74DCUR ↑ 338.74%
3. BSC026N08NS5 ↑ 307.48%
4. MX25U6435FM2I-10G ↑ 279.05%
5. AD5362BSTZ ↑ 272.13%
6. GRM188C80E107ME01D ↑ 262.78%
7. HD64F3337SF16V ↑ 217.70%
8. TAS5431QPWPRQ1 ↑ 213.70%
9. IPZ40N04S5L-7R4 ↑ 200.00%
10. TPSI3052QDWZRQ1 ↑ 199.07%

Signal analysis:

Week 25 demand surged in:

• LPDDR memory
• logic ICs
• power MOSFETs
• NOR Flash
• precision DACs
• MLCC
• legacy MCUs
• automotive audio amplifiers
• solid-state relays / isolated switching

This is a strong system-level signal.

The market is rotating toward:

memory, power switching, automotive, precision analog, and supporting passives.

That fits the Q2-end behavior:

buyers are cutting non-core demand
but defending mission-critical supply.

💸 Price Movements

🔺 Top Price Increases

• TPS565201DDCR ↑ 295.57%
• SKY13416-485LF ↑ 291.50%
• THVD1410DR ↑ 282.66%
• SD12C-01FTG ↑ 281.60%
• ADUC848BSZ62-5 ↑ 269.91%
• 1N4148WT-7 ↑ 263.10%
• GRM155R71C104KA88D ↑ 258.53%
• SC620ULTRT ↑ 256.92%
• 1N5819 ↑ 255.20%
• CC0603KRX7R9BB104 ↑ 254.74%

🔻 Top Price Declines

• BSS84 ↓ 99.89%
• BAT74,215 ↓ 99.65%
• REF200AU ↓ 99.19%
• REF200AU/2K5 ↓ 99.10%
• PRTR5V0U2X ↓ 98.42%
• PMEG4005AEA ↓ 98.22%
• BSS84AKW ↓ 98.15%
• SI2323DS-T1-E3 ↓ 98.12%
• PMEG6010CEJ ↓ 97.90%
• BCV46 ↓ 97.45%

Market interpretation:

Price strength appeared in:

• DC/DC regulators
• RF switches
• RS-485 transceivers
• ESD protection
• embedded MCUs
• MLCC
• lighting / power ICs
• Schottky diodes

But sharp corrections continued in:

• small-signal MOSFETs
• diodes
• current references
• protection devices
• commodity discretes

The message is consistent:

power, communication, MLCC, and embedded control still hold pricing power.

Commodity discretes remain unstable.

📦 Inventory Dynamics

📈 Inventory Surges

• 0603B104K500CT ↑ 12757.54%
• MT29F2G01ABAGDWB-IT ↑ 3003.00%
• MT40A512M16TD-062E AUT:R ↑ 2500.00%
• TP3057WM ↑ 2238.81%
• SN74AUC2G86DCUR ↑ 2155.17%
• LIFCL-17-7MG121C ↑ 1603.65%
• RC0402JR-070RL ↑ 1474.60%
• T491D107K016AT ↑ 1040.78%
• CL21A226MPQNNNE ↑ 1002.77%
• LCMXO3LF-9400C-5BG256C ↑ 980.53%

📉 Inventory Declines

• MT62F2G64D8EK-023 FAAT:C ↓ 99.67%
• CH224Q ↓ 99.64%
• OP297GSZ ↓ 99.32%
• NT5CC256M16ER-EKH ↓ 99.23%
• HMC705LP4E ↓ 97.51%
• XAL6060-333MEC ↓ 97.24%
• SDINBDG4-8G-XI2T ↓ 97.00%
• EC25EUGA-512-SGNS ↓ 96.49%
• MIC29502WU ↓ 95.99%
• MT40A1G16TD-062E AAT:F ↓ 95.33%

Inventory read-through:

Inventory increased in:

• MLCC
• NAND Flash
• DDR memory
• telecom / voice ICs
• logic ICs
• FPGA
• resistors
• tantalum capacitors

But inventory dropped sharply in:

• LPDDR
• USB-C / power interface
• precision op-amps
• DRAM
• RF / microwave parts
• inductors
• embedded storage
• cellular modules
• LDOs

This confirms the split market:

some passive and memory lines are being restocked,
while LPDDR, storage, RF, and precision analog remain tight.

🧠 Brand Momentum

Top Demand Brands

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

Fastest Rising Brands

• Eaton ↑ 203,257.14%
• Fairchild ↑ 31.60%
• COSEL ↑ 24.83%
• XP Power ↑ 19.16%
• RAMXEED ↑ 1.18%
• Boarden ↑ 0.85%
• Chipown ↑ 0.59%
• Fortior ↑ 0.65%
• Laird Technologies ↑ 2.22%
• Chilisin ↑ 4.55%

Signal:

The rising-brand list points toward:

• power systems
• industrial power conversion
• legacy semiconductor supply
• magnetic components
• thermal / RF materials
• passives

This fits the Week 25 theme:

the market is defending the supporting BOM, not only the main ICs.

📊 Category Momentum

Top Demand Categories

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

Fastest Growing Categories

• EPROM ↑ 13.07%
• Prescalers ↑ 0.94%
• Touchscreen Controllers ↑ 0.15%
• Image Sensors ↑ 2.21%
• Solid-State Drives ↑ 6.03%
• Digital Attenuators ↑ 6.47%
• Controlled Oscillators ↑ 6.85%
• Connector Terminals ↑ 7.24%
• NFC / RFID Readers & Writers ↑ 8.87%
• Single-Layer Ceramic Capacitors ↑ 9.22%

What does this tell us?

Category momentum was quieter this week.

But the direction still matters.

Growth appeared in:

• legacy memory
• imaging
• SSD
• RF / timing
• connector terminals
• NFC / RFID
• ceramic capacitors

That suggests customers are still building around:

memory, connectivity, sensing, and supporting passive components.

🧭 Cerametronics Weekly Insight (Week 25)

Week 25 was not a broad growth week.

It was a Q2-end settlement week.

The strongest signals came from:

• LPDDR
• NOR Flash
• MLCC
• power MOSFETs
• RS-485
• automotive audio
• precision DACs
• isolated switching
• FPGA
• embedded storage

At the same time, buyer behavior became more defensive:

• non-core orders were reduced
• cash moved toward critical allocation
• CTO repricing risk became urgent
• and memory entered deeper rationing

The key takeaway:

the market is no longer simply short or oversupplied.

It is splitting into two markets:

one driven by AI, automotive, memory, and power;

the other pressured by consumer weakness and forced inventory correction.

The teams that protect critical allocation before Q3 repricing will have the advantage.

🔹 Watchlist

Memory / storage pressure zone
MT53E256*
MT62F2G*
NT5CC256*
SDINBDG4*
MT40A*

Power / high-current switching
BSC026N08*
IPZ40N04*
TPS565201*
TPSI3052*

MLCC / supporting BOM
GRM188*
GRM155*
CC0603*
CL21A*
T491D*

Automotive / embedded control
HD64F3337*
TAS5431*
ADUC848*

Precision analog / data conversion
AD5362*
OP297*
REF200*

Still unstable / correction-sensitive
BSS84*
BAT74*
PRTR5V0*
PMEG*
SI2323*

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