📊 Week 26, 2026 — Electronics Component Industry Highlights

📅 June 22 – June 28, 2026

The Q2 deadline is here.
Unshipped orders are being repriced.
And allocation is moving to the buyers who can pay first.

Week 26 was the final stress test before the June 30 reset.

Across the supply chain, the market moved into a high-pressure settlement phase:

• forced repricing
• accelerated shipments
• prepayment-driven allocation
• selective order cuts
• and aggressive inventory triage

This was not a normal week.

It was the closing auction for Q2 supply.

🌏 Global Industry Overview

Week 26 confirmed the market’s split structure.

On one side:

AI infrastructure, automotive electronics, memory, power delivery, and advanced packaging remain tight.

On the other side:

consumer electronics, low-end interface ICs, and non-core mature-node demand are under pressure.

This is the new market reality:

shortage and oversupply are happening at the same time.

The difference is no longer just product category.

It is customer priority, margin profile, and allocation value.

⚠️ June 30 Repricing — Final 48 Hours

The most important event this week was the final countdown to the June 30 repricing deadline.

Suppliers began enforcing one clear rule:

orders not physically shipped before June 30 may move into Q3 pricing.

That triggered intense behavior across the channel:

• OEMs pushed urgent shipment releases
• distributors accelerated bonded warehouse clearance
• factories reviewed unshipped CTO orders
• lower-priority customers faced cancellations
• available capacity shifted toward premium-paying buyers

This is why Week 26 felt so extreme.

The market was not only sourcing components.

It was trying to protect old pricing before the window closed.

🧠 Memory Market — Q3 Price Reset Locked In

Memory remained one of the most stressed areas.

DDR5 RDIMM, enterprise SSD, LPDDR, and high-density NAND stayed under heavy allocation control.

The key change this week:

Q3 memory pricing expectations became much more concrete.

With standard DRAM capacity still being pulled toward HBM and AI-related demand, the market accepted that Q3 contract pricing would reset significantly higher.

For buyers, this means:

• fewer open-market options
• tighter quotation windows
• allocation approval instead of simple purchasing
• and higher risk of forced repricing

Memory is no longer a normal line item.

It is a strategic supply constraint.

📈 Top Demand Models

Core demand rebounded sharply this week:

1. STM32F405RGT6 ↑ 20.92%
2. ICM-42688-P ↑ 36.93%
3. STM32F103C8T6 ↑ 41.65%
4. W25Q128JVSIQ ↑ 25.53%
5. STM32F407VET6 ↑ 61.38%
6. MT41K256M16TW-107:P ↑ 10.32%
7. TMS320F28335PGFA ↑ 85.52%
8. TPS82130SILR ↑ 48.66%
9. W25Q64JVSSIQ ↑ 16.85%
10. MT41K256M16TW-107 IT:P ↑ 16.00%

Read-through:

This is a very strong rebound in the core basket.

Demand returned across:

• STM32 MCU families
• C2000 motor-control DSP
• SPI Flash
• DDR memory
• IMU sensors
• DC/DC power modules

The standout is TMS320F28335PGFA, up more than 85%.

That points to renewed activity in industrial control, motor control, and power electronics.

This was not broad noise.

It was a clear return to build-critical components.

🚀 Top Demand Surges

This week’s strongest model surges were:

1. VNH7100BASTR ↑ 742.66%
2. MT25QU01GBBB8E12-0AAT ↑ 509.27%
3. BAS16XV2T1G ↑ 470.50%
4. MT29F1G08ABAEAWP-IT:E ↑ 418.75%
5. SN74AXC4T245RSVR ↑ 414.63%
6. ADIN1300BCPZ-R7 ↑ 410.91%
7. TPS62420QDRCRQ1 ↑ 401.59%
8. DRV8251ADDAR ↑ 375.44%
9. TPS548B28RWWR ↑ 375.36%
10. STM32H730VBT6 ↑ 361.95%

Signal analysis:

Week 26 demand surged in:

• automotive motor drivers
• high-density NOR Flash
• NAND Flash
• level translators
• industrial Ethernet PHYs
• automotive DC/DC regulators
• motor drivers
• high-current buck regulators
• high-performance STM32 MCUs

This is a very strong industrial and automotive signal.

The market is prioritizing:

control, power delivery, storage, networking, and motor-drive platforms.

💸 Price Movements

🔺 Top Price Increases

• MJD122 ↑ 296.02%
• SRV05-4.TCT ↑ 293.81%
• PBSS5350Z ↑ 289.65%
• TPD4E1U06DBVR ↑ 286.40%
• DMP2120U-7 ↑ 280.64%
• LM317LIPK ↑ 277.07%
• 0402WGF1003TCE ↑ 273.68%
• MBR0530T1G ↑ 272.12%
• AD8629ARMZ-REEL ↑ 260.38%
• NTCG163JF103FT1 ↑ 258.19%

🔻 Top Price Declines

• FRC0603F1002TS ↓ 99.98%
• MPC5200CVR400B ↓ 99.81%
• BAS40LP-7 ↓ 97.51%
• SZMM3Z18VST1G ↓ 96.25%
• OP297GSZ-REEL7 ↓ 94.68%
• ICL7660SCBAZ ↓ 94.26%
• D12V0L1B2LP-7B ↓ 93.71%
• BAS21J ↓ 92.66%
• SD36C-01FTG ↓ 92.42%
• PMEG6010CEH,115 ↓ 92.02%

Market interpretation:

Price strength appeared in:

• power BJTs
• ESD protection
• MOSFETs
• LDOs
• chip resistors
• Schottky diodes
• precision op-amps
• thermistors

Sharp corrections appeared in:

• commodity resistors
• legacy processors
• signal diodes
• Zener diodes
• precision op-amps
• charge pumps
• low-end protection devices
• rectifiers

This is the same structural split:

power, protection, and thermal-support parts still show pricing strength,
while low-end commodity lines remain highly unstable.

📦 Inventory Dynamics

📈 Inventory Surges

• RZ7899 ↑ 12575.98%
• SIDR626EP-T1-RE3 ↑ 5300.35%
• AD8607ARMZ ↑ 3198.15%
• CC0805MKX5R8BB226 ↑ 2325.23%
• SC18IS606PWJ ↑ 2234.94%
• NTTFS1D2N02P1E ↑ 2010.21%
• PCA9506BS ↑ 1948.91%
• CL32A107MPVNNNE ↑ 1932.02%
• IS43TR16256BL-125KBL ↑ 1400.00%
• LCMXO3LF-9400C-5BG484C ↑ 1337.58%

📉 Inventory Declines

• AQZ102D ↓ 99.98%
• STM32F405RGT6TR ↓ 99.95%
• OPA549S ↓ 99.81%
• TDA21535AUMA1 ↓ 99.66%
• R5524N002A-TR-FE ↓ 99.63%
• XT26G04CWSIGA ↓ 99.61%
• ADHV4702-1BCPZ ↓ 99.60%
• DSPIC33FJ32GS406-I/PT ↓ 99.57%
• AD8599ARZ ↓ 99.33%
• MT29F2G01ABAGDWB-IT ↓ 99.22%

Inventory read-through:

Inventory increased in:

• motor drivers
• RF switches
• precision op-amps
• MLCC
• UART / I2C bridge ICs
• MOSFETs
• I/O expanders
• DRAM
• FPGA

But inventory dropped sharply in:

• solid-state relays
• STM32F405
• power op-amps
• high-current power stages
• NAND Flash
• high-voltage amplifiers
• dsPIC controllers
• precision audio / analog
• NAND storage

This confirms strong pressure in:

MCU, power delivery, NAND, precision analog, and embedded control.

🧠 Brand Momentum

Top Demand Brands

TI • ADI • ST • onsemi • HXY MOS • Nexperia • Infineon • Microchip • Diodes • NXP

Fastest Rising Brands

• Toohong ↑ 11,047,300%
• Plingsemic ↑ 7,708,200%
• UDUsemi ↑ 7,007,500%
• ANN SEMIC ↑ 6,637,200%
• SXSEMI ↑ 6,558,400%
• CRK ↑ 4,243,800%
• DIOS ↑ 4,129,700%
• litesemi ↑ 3,206,500%
• GBICRONIC ↑ 2,564,200%
• TANISEMI ↑ 1,684,300%

Signal:

This week’s rising-brand list is dominated by regional and substitution-oriented suppliers.

The extreme percentages likely reflect low-base effects.

But the direction is still meaningful.

Buyers are actively exploring:

• alternative MOSFET sources
• regional power semiconductor suppliers
• cost-sensitive substitutions
• local supply-chain options

This is what happens when Q3 repricing pressure hits:

buyers search aggressively beyond the usual Tier-1 names.

📊 Category Momentum

Top Demand Categories

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

Fastest Growing Categories

• Supercapacitors ↑ 90.69%
• IGBT Modules ↑ 83.38%
• Thyristor Surge Protection Devices ↑ 80.20%
• LCD Drivers ↑ 78.48%
• UART ICs ↑ 77.43%
• Infrared Emitters ↑ 75.42%
• Slide Switches ↑ 71.76%
• Proximity Sensors ↑ 70.97%
• Microphones ↑ 67.90%
• PCI Bridge ICs ↑ 67.19%

What does this tell us?

Week 26 category momentum moved into:

• energy storage
• power modules
• surge protection
• display support
• UART / interface logic
• sensors
• microphones
• PCI bridge logic

This is a broader system-readiness signal.

The market is defending not just core chips, but the supporting architecture required to ship finished products.

🧭 Cerametronics Weekly Insight (Week 26)

Week 26 was the final Q2 settlement week.

The strongest signals came from:

• automotive motor drivers
• industrial Ethernet
• STM32 / dsPIC control
• NAND / NOR Flash
• high-current buck regulators
• MLCC
• MOSFETs
• I/O expanders
• DRAM
• FPGA

At the same time, Q3 repricing pressure forced the channel into aggressive triage.

Some buyers accelerated shipments and prepaid for allocation.

Others saw orders canceled, repriced, or pushed out.

The key takeaway:

this is no longer a normal procurement cycle.

It is a priority-based allocation cycle.

The winners going into Q3 will be the teams that secured critical supply before the repricing gate closed.

🔹 Watchlist

Automotive / motor-control platforms
VNH7100*
DRV8251*
TMS320F28335*
DSPIC33*

Memory / storage pressure zone
MT25QU01*
MT29F1G*
XT26G04*
MT29F2G*
IS43TR*

Industrial networking / interface
ADIN1300*
SC18IS606*
PCA9506*
UART ICs
PCI bridge ICs

Power delivery / regulators
TPS548B28*
TPS62420*
TDA21535*
LM317*
NTTFS1D2*

Supporting BOM
MLCC
supercapacitors
IGBT modules
thermistors
surge protection

Still unstable / correction-sensitive
FRC0603*
BAS40*
BAS21*
PMEG6010*
low-end protection lines

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