📊 Week 35, 2026 — Electronics Component Industry Highlights

📅 August 24 – August 30, 2026

Week 35 marks the final trading and procurement window before September repricing takes effect.

But the most important signal this week is not simply “prices are going up.”

The deeper change is that the market is becoming increasingly component-specific, qualification-specific, and BOM-specific.

This week’s data shows three very clear directions:

Automotive power & motor control remain strong.
MCU demand is broadening across both 32-bit and legacy 8-bit architectures.
Connectors and electromechanical components are becoming a new secondary sourcing hotspot.

The industry is moving from:

“Buy chips before prices rise.”

toward:

“Protect every component that can stop production.”

🌏 Week 35 Market Overview

According to the Week 35 market data supplied, the sourcing environment can be summarized by four themes:

1️⃣ September repricing enters the execution phase

The previous several weeks were dominated by advance buying and price-locking.

Week 35 represents the transition from pre-price-hike positioning toward post-price-hike BOM management.

2️⃣ Automotive electronics remain one of the strongest demand clusters

The fastest-rising model this week is an automotive motor driver:

DRV8245HQPWPRQ1 ↑ 687.61%

Alongside it:

TPS7B8150QDGNRQ1 ↑ 388.12%

This continues the strong Week 34 pattern around automotive-qualified TI power and control components.

3️⃣ MCU demand is broadening

This week’s surge list includes:

• STM32F303
• ATmega2561
• STM8S207

while STM32 continues to dominate the overall search ranking.

This is not simply one MCU family becoming hot.

It reflects continuing demand for:

industrial control + automotive electronics + legacy platforms + maintenance + long-lifecycle embedded systems.

4️⃣ Connectors become the strongest category-level momentum signal

The Week 35 category surge ranking is dominated by:

• connector terminal boards
• audio/video connectors
• discrete wire housing connectors
• connector contacts
• miscellaneous connectors
• memory-card connectors

That is a major shift from the semiconductor-heavy signals of previous weeks.

🔥 Top Search Models

The most-searched models this week were:

1. STM32F405RGT6 ↓ 11.97%
2. STM32F103C8T6 ↓ 10.31%
3. STM32F407VET6 ↑ 4.64%
4. STM32F103RCT6 ↓ 9.06%
5. W25Q128JVSIQ ↓ 0.98%
6. TPS82130SILR ↓ 12.97%
7. ICM-42688-P ↑ 17.01%
8. STM32H743VIT6 ↑ 8.58%
9. LIS3DHTR ↓ 3.03%
10. MT41K256M16TW-107:P ↓ 15.87%

The first thing to notice is how persistent STM32 remains.

Five STM32-related positions appeared across the Week 34 search and surge data, and Week 35 again places multiple STM32 families near the top.

Even where weekly search activity declined, absolute search ranking remains very high.

This distinction is important:

A negative week-over-week percentage does not necessarily mean weak demand.

A component can still be one of the market’s most actively searched parts while cooling from an unusually strong previous week.

🧠 STM32 Still Dominates Embedded Demand

STM32 parts in the Week 35 Top Search list include:

• STM32F405RGT6
• STM32F103C8T6
• STM32F407VET6
• STM32F103RCT6
• STM32H743VIT6

This spans both:

mature STM32F1/F4 platforms

and

higher-performance STM32H7 architectures.

That creates two different sourcing opportunities.

Mature MCU demand

STM32F1/F4 demand tends to be important in:

• industrial equipment
• instrumentation
• embedded control
• replacement programs
• maintenance
• long lifecycle systems

High-performance embedded demand

STM32H7 can support:

• advanced industrial control
• high-speed embedded processing
• edge systems
• advanced motor/control applications

The market therefore appears to be supporting both ends simultaneously:

legacy continuity + higher-performance migration.

🚀 Top Demand Surges

The fastest-rising models this week were:

1. DRV8245HQPWPRQ1 ↑ 687.61%
2. STM32F303RET6 ↑ 664.29%
3. ESD122DMXR ↑ 414.05%
4. ATMEGA2561-16AU ↑ 404.05%
5. TPS7B8150QDGNRQ1 ↑ 388.12%
6. STM8S207CBT6 ↑ 347.52%
7. DAC8760IRHAR ↑ 331.71%
8. SI7172DP-T1-GE3 ↑ 305.83%
9. 5M240ZT100C5N ↑ 302.36%
10. STH315N10F7-6 ↑ 287.56%

This basket is unusually informative because it spans almost the entire industrial electronics signal chain:

MCU → analog output → power management → motor driver → MOSFET → ESD protection → programmable logic.

🚗 Automotive Motor Control Remains the Strongest Signal

DRV8245HQPWPRQ1

Search growth: +687.61%

This is the largest model-level search increase of Week 35.

The important takeaway is not only that another automotive TI device entered the surge ranking.

Week 34 already showed:

• DRV8242-Q1
• TPS1H000A-Q1
• TLV3201-Q1
• REF5025-Q1

Week 35 now adds another DRV824x motor-control device.

That makes automotive motor control a multi-week recurring signal rather than a one-off spike.

Potential application areas include:

• seats
• pumps
• actuators
• body electronics
• HVAC
• window/door systems
• mechanical subsystems

Modern vehicle electronics continue to consume more semiconductor content outside the main compute platform.

⚡ Automotive Power Supply Demand Continues

TPS7B8150QDGNRQ1

Search growth: +388.12%

This reinforces another recurring trend:

automotive power regulation is becoming one of the critical supporting layers of the BOM.

Vehicle electrification increases the number of:

• regulated rails
• distributed ECUs
• sensing nodes
• motors
• communication modules

Each additional subsystem requires power conversion and protection.

That makes automotive power ICs increasingly relevant for both:

shortage sourcing and cross-reference opportunities.

🛡️ ESD Protection Returns to the Front Line

ESD122DMXR

Search growth: +414.05%

Protection components have now appeared repeatedly across several weekly datasets.

Week 34’s price-increase list contained:

• PESD5V0S1UB
• PESD5V0L1BA
• PESD5V0L2BT
• SMAJ58A
• SMBJ33CA

Week 35 adds a strong model-level search spike in ESD122DMXR.

At the same time, PESD1CAN enters the price-rise ranking at:

+239.07%

This creates an increasingly clear theme:

Protection components are becoming strategically important despite their low unit value.

A low-cost ESD or TVS component can still become the component that stops a production line.

🧠 MCU Demand Expands Beyond STM32

Three MCU families stand out in the surge ranking.

STM32F303RET6

↑ 664.29%

ATMEGA2561-16AU

↑ 404.05%

STM8S207CBT6

↑ 347.52%

This is especially important because the demand is not concentrated in one architecture.

It covers:

• 32-bit ARM MCU
• classic 8-bit AVR
• STM8

That suggests the sourcing market remains heavily influenced by:

installed-base demand and long product lifecycles.

Customers frequently cannot simply migrate to the newest MCU because doing so can require:

• firmware redevelopment
• PCB redesign
• qualification
• EMC retesting
• regulatory recertification
• customer approval

Therefore, older MCU platforms can remain commercially important for many years.

🏭 Industrial Analog Becomes More Visible

DAC8760IRHAR

Search growth: +331.71%

The presence of DAC8760 is significant because industrial analog components often sit directly inside process-control and automation systems.

Typical sourcing implications include:

• PLC systems
• industrial I/O
• factory automation
• process control
• transmitters
• instrumentation

This supports another Week 35 theme:

Demand is moving deeper into the industrial control signal chain, not only the processor layer.

🔋 Power MOSFET Activity Remains Highly Selective

Two power devices entered the surge list:

• SI7172DP-T1-GE3 ↑ 305.83%
• STH315N10F7-6 ↑ 287.56%

Yet at the same time, several MOSFETs appeared among the largest weekly price declines.

This reinforces the same important conclusion from Week 34:

There is no single “MOSFET market.”

Supply conditions differ dramatically by:

• voltage
• current
• RDS(on)
• package
• qualification
• application
• manufacturer
• lifecycle

Some MOSFETs may be in strong demand while another highly substitutable device experiences aggressive price erosion.

💸 Price Movements

🔺 Top Price Increases

1. IS43TR16256BL-107MBLI ↑ 277.48%
2. HMC7044LP10BETR ↑ 273.13%
3. MT25QU02GCBB8E12-0SIT ↑ 271.28%
4. LIS2DE12TR ↑ 259.03%
5. LM75BDP ↑ 257.71%
6. NDS331N ↑ 254.09%
7. IRFB3206PBF ↑ 252.04%
8. SBR3U40P1-7 ↑ 249.79%
9. SPX1117M3-L-3-3/TR ↑ 241.93%
10. PESD1CAN ↑ 239.07%

This is a more diversified price-rise basket than Week 34.

It includes:

• DRAM
• NOR Flash
• timing / clocking
• motion sensors
• temperature sensing
• MOSFETs
• rectifiers
• LDOs
• protection

The strongest observation is the simultaneous appearance of:

memory + precision timing + sensing + power + protection.

That points toward a broader system-level demand mix.

💾 Memory Pricing Shows Specific-Part Tightness

Two memory products occupy the Top 3 price increases:

IS43TR16256BL-107MBLI

↑ 277.48%

MT25QU02GCBB8E12-0SIT

↑ 271.28%

At the same time, another memory product appears among the largest price declines:

MT40A2G8SA-062E IT:F

↓ 96.04%

This is an excellent example of why memory should never be treated as a single market.

Supply conditions can differ sharply according to:

DDR generation + density + speed grade + package + temperature grade + lifecycle + end application.

⏱️ Timing / Clocking Components Deserve Attention

HMC7044LP10BETR

Price increase: +273.13%

Precision clock-generation and synchronization devices are strategically important in:

• communications
• test equipment
• RF systems
• FPGA systems
• data acquisition
• high-speed systems

These are often relatively low-volume parts compared with mainstream MCU or memory products.

But because of their specialized role, substitution may be difficult.

That creates classic Golden Screw risk.

📡 Sensors Continue to Appear in Demand Data

Two sensor-related components appear prominently this week:

LIS2DE12TR

Price ↑ 259.03%

ICM-42688-P

Search ↑ 17.01%

The Top Search ranking also includes:

LIS3DHTR

This suggests continued sourcing attention around:

• IMUs
• accelerometers
• motion sensing
• embedded sensing

Potential application demand spans:

• wearables
• industrial monitoring
• robotics
• consumer electronics
• drones
• automotive systems

🔻 Top Price Declines

1. GSOT03C-E3-08 ↓ 100.00%
2. SDM20U40-7 ↓ 99.50%
3. SD36C-01FTG ↓ 99.23%
4. PMV45EN2R ↓ 97.53%
5. NVD5C684NLT4G ↓ 97.08%
6. SI2333DDS-T1-GE3 ↓ 96.83%
7. ESD7004MUTAG ↓ 96.76%
8. PESD12VL1BA ↓ 96.68%
9. MT40A2G8SA-062E IT:F ↓ 96.04%
10. BUK98150-55A/CUF ↓ 95.97%

Again, the correction list contains many:

• protection devices
• MOSFETs
• Schottky devices
• commodity discretes

This means Week 35 simultaneously shows:

ESD122DMXR searches +414.05%

while

ESD7004MUTAG prices ↓96.76%.

That is perhaps the clearest evidence yet that sourcing decisions must be made at MPN level, not category level.

📦 Inventory Dynamics

📈 Largest Inventory Increases

1. BCR400WH6327XTSA1 ↑ 6,877.72%
2. AD8336ACPZ ↑ 5,000.00%
3. ST25DV04KC-IE6T3 ↑ 3,035.49%
4. ISOW7841FDWE ↑ 2,141.85%
5. IS21TF32G-JCLI ↑ 1,697.79%
6. AP7375-18W5-7 ↑ 1,600.00%
7. AD7793BRUZ ↑ 1,440.92%
8. TH58TFT2W23BASJ ↑ 1,333.50%
9. TLE75008ESDXUMA1 ↑ 1,153.77%
10. BCM87800A1KEFBG ↑ 1,091.49%

There are several interesting cross-week signals here.

ISOW7841FDWE

The ISOW7841 family was among Week 34’s strongest search surges.

Week 35 now shows inventory increasing dramatically.

That may indicate channel replenishment or newly listed stock responding to previous demand.

This is exactly the type of signal distributors should monitor:

search spike first → inventory response afterward.

📉 Largest Inventory Reductions

1. SML-P11YTT86R ↓ 99.89%
2. MT25QU512ABB8E56-0SIT ↓ 99.86%
3. LT5537EDDB ↓ 99.80%
4. AD8605ARTZ-REEL ↓ 99.67%
5. LT4356HMS-1 ↓ 99.64%
6. AD9954YSVZ ↓ 99.50%
7. MT62F1G32D2DS-020 WT:D ↓ 99.48%
8. ADM3491EARZ ↓ 99.09%
9. STM32F103VET7 ↓ 99.06%
10. 8T39210NLGI8 ↓ 98.77%

This basket includes several difficult-to-substitute functional blocks:

• Flash memory
• RF
• precision op amps
• surge protection
• DDS
• LPDDR
• industrial interfaces
• MCU
• timing

The sourcing risk is therefore not concentrated in one sector.

It is scattered throughout the BOM.

🏷️ Brand Search Ranking

Week 35 Top 10 brands:

1. TI
2. ADI
3. ST
4. onsemi
5. Diodes
6. Nexperia
7. Microchip
8. Infineon
9. Tech Public
10. Micron

The structure remains remarkably stable.

TI remains #1

This is consistent with the strong model-level activity around:

• motor drivers
• automotive power
• analog
• industrial interfaces
• power conversion

ADI remains #2

ADI continues to benefit from demand around:

• precision analog
• industrial
• RF
• instrumentation
• timing

ST remains #3

STM32 remains one of the strongest recurring search families across the entire weekly dataset.

🚀 Brand Momentum

Fastest-rising brands:

1. DIOFIT / 对余 ↑ 148,800.00%
2. YUNCKO / 振华云科 ↑ 117,600.00%
3. Comonsemi / 阔迈 ↑ 833.96%
4. SINO-MICRO / 吉林华微 ↑ 210.84%
5. CJTconn / 长江连接器 ↑ 171.70%
6. 杭州中科微 ↑ 166.59%
7. FOJAN / 富捷 ↑ 161.55%
8. PANJIT / 强茂 ↑ 102.44%
9. VBsemi / 微碧 ↑ 97.74%
10. Zhi Run / 治润 ↑ 95.79%

The first two extremely large percentages should be interpreted carefully.

Like the Week 34 GDHUIZHI spike, very large percentage changes can result from a very small prior-week comparison base.

The more useful structural signal is the composition of the list:

Chinese/local semiconductors + discretes + connectors + passives.

🇨🇳 Domestic & Second-Source Demand Continues to Rise

Week 35 brand momentum includes:

• SINO-MICRO
• Hangzhou Zhongke Micro
• FOJAN
• VBsemi
• YUNCKO
• CJTconn

This aligns with the broader sourcing trend toward:

multi-sourcing + second-source qualification + domestic replacement.

For buyers, this does not mean replacing every Tier-1 component immediately.

It means the supplier qualification process increasingly needs to answer:

“If this exact MPN disappears tomorrow, what is the validated Plan B?”

🔌 Connector Demand Becomes the Week’s Biggest Category Story

The strongest-rising categories this week were:

1. Connector terminal boards ↑ 18.27%
2. Audio & video connectors ↑ 12.24%
3. Discrete wire housing connectors ↑ 10.18%
4. Connector contacts ↑ 8.20%
5. Miscellaneous products ↑ 8.05%
6. Tactile switches ↑ 7.27%
7. Other connectors ↑ 5.90%
8. Snap-action switches ↑ 5.51%
9. Slide switches ↑ 5.24%
10. Memory-card connectors ↑ 4.47%

This is perhaps the most important structural change in Week 35.

Seven of the Top 10 categories are either:

connectors or electromechanical interface components.

🔗 Why Connectors Matter More Than Their Price Suggests

Connectors are classic Golden Screw components.

They may represent only a small percentage of BOM cost, but shortages can block:

• PCB assembly
• enclosure assembly
• cable harness production
• final integration
• system testing

And unlike many commodity ICs, connector substitutions often involve:

• mechanical fit
• pitch
• housing dimensions
• mating compatibility
• current rating
• plating
• locking mechanism
• qualification

Therefore substitution can be surprisingly difficult.

Week 35 suggests procurement teams should expand shortage monitoring from:

“critical chips”

to:

“critical assembly interfaces.”

🎛️ Switches Also Move Higher

Several electromechanical categories entered the surge ranking:

• tactile switches
• snap-action switches
• slide switches

This adds another layer to the same trend.

The sourcing problem is moving deeper into components that historically received less strategic attention.

A $0.20 switch can still stop shipment of a $2,000 finished product.

📊 Top Search Categories

The most-searched categories this week were:

1. 32-bit MCU
2. Operational Amplifiers
3. LDO
4. NMOS
5. MLCC
6. NOR Flash
7. DDR
8. DC-DC Converter / Switching Regulator Modules
9. Miscellaneous Products
10. 8-bit MCU

This is an important evolution from previous weeks.

The category ranking now explicitly separates:

32-bit MCU and 8-bit MCU.

And both are in the Top 10.

That strongly supports the conclusion that mature embedded platforms continue to matter.

🧠 8-bit MCU Demand Is Still Commercially Relevant

The inclusion of:

8-bit MCU — Top 10 category

combined with:

ATMEGA2561-16AU ↑404.05%

and

STM8S207CBT6 ↑347.52%

shows that legacy architectures remain active.

For distributors this creates an attractive opportunity because these programs often have:

• long production lives
• recurring maintenance demand
• limited redesign flexibility
• high qualification costs

The commercial value can therefore come from continuity rather than technological novelty.

💾 Memory Still Matters — But at MPN Level

Memory appears across multiple Week 35 datasets:

Top search

MT41K256M16TW-107:P

Price increases

IS43TR16256BL-107MBLI
MT25QU02GCBB8E12-0SIT

Price decline

MT40A2G8SA-062E IT:F

Inventory increases

IS21TF32G-JCLI
TH58TFT2W23BASJ

Inventory reductions

MT25QU512ABB8E56-0SIT
MT62F1G32D2DS-020 WT:D

Category ranking

NOR Flash #6
DDR #7

Brand ranking

Micron #10

The conclusion is straightforward:

Memory remains strategically important, but “memory shortage” is too broad a description.

The correct sourcing level is the exact MPN.

⚠️ Week 35 Risk Matrix

🎯 Week 35 Procurement Strategy

🔴 Priority 1 — Protect Production-Stopping Parts

Focus immediately on:

• DRV8245HQPWPRQ1
• TPS7B8150QDGNRQ1
• STM32F303RET6
• STM32F103 series
• STM32H743VIT6
• DAC8760IRHAR
• specialized memory
• precision timing parts
• application-specific connectors

These combine:

qualification dependency + sourcing difficulty + production impact.

🟠 Priority 2 — Build Alternate BOMs

Develop second-source options for:

• ESD / TVS
• MOSFETs
• LDOs
• op amps
• memory
• connectors
• switches
• industrial interfaces

But alternatives must be validated against:

electrical + mechanical + package + qualification requirements.

🟢 Priority 3 — Avoid Blanket Speculation

Avoid treating entire categories as “short.”

Week 35 clearly demonstrates that:

one ESD device can surge while another collapses.

one MOSFET can spike while another falls more than 95%.

one DDR device can rise sharply while another declines dramatically.

The correct strategy is:

Buy the bottleneck, not the category.

💼 Cerametronics Sales Opportunity Map

① Automotive Power & Motor Control

Priority targets:

• Tier-1 automotive suppliers
• EV subsystem suppliers
• body-control electronics
• actuator manufacturers
• industrial motor-control companies

Relevant devices:

DRV8245HQPWPRQ1
TPS7B8150QDGNRQ1
TLE75008ESDXUMA1

Sales angle:

“We can support hard-to-find automotive-qualified motor-control and power components, including spot-buy and cross-reference sourcing.”

② Legacy MCU Continuity

Priority families:

STM32F1
STM32F3
STM32F4
STM32H7
STM8
ATmega

Sales angle:

“If redesign is not an option, we can help secure legacy MCU supply and review alternate date code/package/source options.”

③ Industrial Analog / Automation

Relevant devices:

DAC8760IRHAR
AD7793BRUZ
AD8336ACPZ
AD8605ARTZ
ADM3491EARZ

Target:

• PLC
• automation
• instrumentation
• process control
• industrial OEM

④ Connector & Electromechanical BOM Review

This is one of Week 35’s strongest new opportunities.

Target:

• cable-harness suppliers
• industrial OEMs
• automotive electronics
• EMS
• appliance
• instrumentation
• embedded equipment

Sales angle:

“We can review your connector and electromechanical BOM for potential production-stopping items before they become shortages.”

⑤ Memory Sourcing

Focus on:

• NOR Flash
• DDR
• LPDDR
• industrial memory
• embedded Flash

The message should not be:

“Memory is short.”

Instead:

“Send us the exact MPN, density, package, speed, temperature grade and required date code — availability is highly part-specific.”

🔎 Cerametronics Week 35 Watchlist

🔴 Automotive / Power

DRV8245HQPWPRQ1
TPS7B8150QDGNRQ1
TLE75008ESDXUMA1
STH315N10F7-6
SI7172DP-T1-GE3

🔴 MCU

STM32F303RET6
STM32F405RGT6
STM32F103C8T6
STM32F407VET6
STM32F103RCT6
STM32H743VIT6
STM32F103VET7
STM8S207CBT6
ATMEGA2561-16AU

🟠 Industrial Analog

DAC8760IRHAR
AD7793BRUZ
AD8336ACPZ
AD8605ARTZ-REEL
ADM3491EARZ
AD9954YSVZ

🟠 Protection

ESD122DMXR
PESD1CAN
GSOT03C-E3-08
SD36C-01FTG
ESD7004MUTAG
PESD12VL1BA

🟠 Memory

IS43TR16256BL-107MBLI
MT25QU02GCBB8E12-0SIT
MT40A2G8SA-062E IT:F
MT25QU512ABB8E56-0SIT
MT62F1G32D2DS-020 WT:D
IS21TF32G-JCLI

🟠 Connector / Electromechanical

Connector Terminal Boards
Audio & Video Connectors
Discrete Wire Housing Connectors
Connector Contacts
Memory Card Connectors
Tactile Switches
Snap-Action Switches
Slide Switches

🧠 Cerametronics Weekly Insight

Week 35 adds another important layer to the Selective Allocation thesis.

The market is no longer defined by one broad semiconductor cycle.

Instead, multiple micro-markets are operating at the same time.

Automotive motor-control devices can surge.

Legacy 8-bit MCUs can suddenly become strategic.

One memory product can rise more than 270% while another collapses.

One ESD device can surge in searches while another loses most of its quoted price.

And now:

connectors and switches are entering the shortage-risk conversation.

That means the modern sourcing problem is no longer:

“Where can I buy chips?”

It is:

“Which exact BOM positions have the highest combination of supply risk, substitution difficulty and production impact?”

That is where independent distribution becomes most valuable.

The opportunity is shifting from simple inventory trading toward:

Hard-to-Find Sourcing + BOM Intelligence + Cross-Reference + PPV + Excess Liquidation + Supply-Risk Management.

And the most important procurement principle heading into September is:

Protect the Golden Screws first.

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