Week 43, 2025 Electronics Component Industry Highlights
📅 (2025/10/20 – 2025/10/26)

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📈 Top Demand Surges (Highest Demand Models)
The week showed continued momentum in discrete semiconductors, analog ICs, and protection devices, alongside mild corrections in MCU and logic categories:

• BUK7K6R2-40E surged +948.20%, leading the discrete MOSFET demand.

• PBHV8540T (+532.23%) and BC856B-Q (+529.30%) highlighted the ongoing demand for small-signal PNP transistors.

• BUK9K29-100E (+499.33%) and PMEG2020EJ (+490.14%) reflected increased design activity in fast-recovery diodes and power switching.

• OPA690IDBVR (+464.76%) led operational amplifier demand for industrial applications.

• PESD2ETH-AXR (+428.89%) continued strong growth in Ethernet and ESD protection circuits.

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🔍 Weekly Demand Volume Leaders
Core MCU, diode, and analog components remained the backbone of global sourcing activity:

• STM32F103C8T6 (+6.43%) retained its leading position in MCU demand.

• BAV99 (+4.13%) and PESD1LIN (+74.03%) reflected steady discrete and protection component demand.

• W25Q128JVSIQ (+3.32%) held stable in Flash memory, while BAT54S (+18.82%) rose across general-purpose diode applications.

• 74HC595D (-24.76%) and TPS5430DDAR (-18.01%) saw minor corrections after sustained high interest.

• ICM-42688-P (-7.35%) and BC817-40 (-7.66%) experienced softening demand in MEMS sensors and general-purpose transistors.

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💸 Top Price Movements
Top Increases:

• PESD2V0Y1BSFYL +300.00% and BAS321-Q/S400 +233.33% topped the list as ESD and diode supply tightened.

• FDV301N, TPS22995HQDDCRQ1, and PMEG3005EB (all +220% range) saw robust pricing in PMIC and power management categories.

• TLP281GB, SMBJ18CA, and LPC2132FHN64 (each +200%) held firm due to increased industrial demand for optocouplers and surge suppressors.

Top Declines:

• BCM84891LB0KFEBG (-81.41%) and PMEG6020ER (-78.76%) led price declines in power and rectifier segments.

• AO3400, ULN2803A, and SN75LBC184DR (each -65% to -77%) reflected easing prices in logic drivers and MOSFETs.

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📦 Inventory Trends
Top Surges:

• BC847BPN-Q skyrocketed +29,473.68%, BZX84-C18-QR +22,840.00%, and BAS521-QX +22,500.00% — marking significant restocking in discrete diodes.

• MAX485ESA+ +16,372.37% confirmed continued build-up in communication interfaces.

• PMEG4002EJ +8,994.71% and PCMF1HDMI2SZ +7,437.69% reflected steady ESD and rectifier demand.

Top Declines:

• AD9755ASTZ (-99.84%) and TPS552892RYQR (-99.83%) showed severe shortages in precision DACs and high-voltage DC-DC controllers.

• HMC468ALP3E, MT53E1G32D2FW-046 WT:C, and PMV37ENEA (all ~-99.7%) continued to tighten in high-speed analog and DRAM markets.

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🧠 Most Demanded Brands
Top brands continued to dominate global sourcing:
Texas Instruments (TI), Analog Devices (ADI), onsemi, Nexperia, STMicroelectronics (ST), Microchip, NXP, Galaxy Microelectronics, UMW, and HXY MOS.

🚀 Fastest Growing Brands by Demand

• Lexar +161,600.00% — massive increase in memory and storage chip demand.

• HY Electronic (虹扬) +10,481.03% and MDE Semiconductor +8,477.78% led the discrete surge.

• U-Blox +3,493.67% — renewed IoT module expansion.

• Mini-Circuits, AMD, and Intersil showed strong gains in RF, GPU, and analog segments.

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📊 Category Demand Momentum
Highest Demand Categories:
Microcontrollers, rectifiers, MOSFETs, operational amplifiers, DC-DC converters, linear regulators, bipolar transistors, Flash, and FPGAs.

Fastest Growing Demand Categories:

• Analog Multipliers/Dividers +39.95%

• Regulator Diodes +38.23%

• Embedded Development Boards +37.64%

• Digital Bipolar Transistors +34.56%

• EMI Filters, Optical Encoders, Silicon Oscillators, and Zener Diodes (+24–27%) sustained upward momentum.

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🌍 Global Semiconductor & Industry Developments

For the week of October 20–26, 2025, the global semiconductor and electronics industry was shaped by the ongoing AI boom, significant foundry progress, and geopolitical realignments that reshaped supply chain strategies.

🔹 AI Chips and Market Dynamics

• AI chip battle intensifies: While NVIDIA continues to dominate GPU production, Broadcom is gaining traction with its custom AI inference processors.

• AI infrastructure spending surges: Global AI infrastructure investment is projected to reach $490 billion, positioning TSMC and ASML as key beneficiaries regardless of which AI firms lead.

• Semiconductor stocks hit record highs: The Nasdaq PHLX Semiconductor Index (SOX) reached a new all-time high on October 21, reflecting strong investor confidence in the AI hardware cycle.

• Tech giants diversify suppliers: Institutional filings show diversified investment across the semiconductor ecosystem — notably, Stanley-Laman Group expanded its position in Monolithic Power Systems (MPS), highlighting broadening AI-related portfolios.

🔹 Advanced Manufacturing and Foundries

• TSMC 2nm progress under close watch: Speculation continues on TSMC’s 2nm node rollout, following successful ramp-up of its 3nm AI chip production.

• ASML’s growth trajectory: As the sole EUV lithography provider, ASML remains central to the semiconductor value chain and forecasts sustained growth through 2030.

• Equipment makers optimistic on AI: Firms like Applied Materials and Lam Research report strong AI-driven orders but stress the need for diversification across automotive and industrial sectors.

🔹 Supply Chain and Geopolitical Shifts

• Tariffs reshape supply chains: According to Omdia, rising tariffs are driving the semiconductor industry toward regionalized manufacturing, increasing costs but strengthening resilience.

• India attracts semiconductor investment: India’s government approved new fab projects with Foxconn, signaling its push to become a key manufacturing hub.

• Nexperia dispute sparks concern: Ongoing tensions between the Netherlands and China over control of Nexperia have alarmed Japanese automakers, raising fears of component shortages. Chinese export restrictions are already affecting the automotive semiconductor chain.

🔹 Other Key Highlights

• SIA supports US trade deals in Southeast Asia: The Semiconductor Industry Association (SIA) welcomed new U.S. trade agreements in the region to reinforce supply chain security.

• SEMICON Japan 2025: The upcoming event will focus on AI innovation and sustainable chip design, aligning with global trends in energy efficiency and green manufacturing.

• Rare earth supply under scrutiny: China’s export controls on rare earth materials are tightening global supply, pushing Western nations to develop alternative mineral sourcing strategies for EV and semiconductor industries.

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🧭 Cerametronics Weekly Insight
Week 43 highlighted a stabilization phase following rapid restocking cycles, with sustained demand across discrete, analog, and ESD components.
Global macro forces — including AI investment, supply chain localization, and rare earth volatility — are shaping Q4 procurement strategies.

Strong AI-related investment continues to buoy the market, while component diversification and regional production remain vital to mitigate geopolitical risk.

📊 Outlook:
Expect stable demand through early November across analog amplifiers, power MOSFETs, and ESD protection, while AI-related foundry and infrastructure growth continues to drive strategic inventory accumulation.

✨ Stay ahead with proactive sourcing and strategic alignment with the AI hardware cycle.
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