Week 45, 2025 Electronics Component Industry Highlights

📅 (2025/11/03 – 2025/11/09)

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🌏 Global Industry Overview (Week 45)

AI infrastructure build-out remained the core growth engine. Data centers officially overtook mobile as the largest NAND Flash demand segment. AWS × OpenAI deepened a multi-year cloud–AI collaboration, reinforcing compute and storage expansion. Investors stayed focused on domestic computing power & storage (servers, accelerators, SSDs) as supply-chain resilience gains priority. Eaton agreed to acquire Boyd Thermal for $9.5B, underscoring thermal/power as profit centers for AI data centers. NVIDIA briefly touched a $5T valuation amid ongoing export-license debates for advanced AI chips. On connectivity, R&D momentum continued toward 6G (AI-assisted receivers) and Wi-Fi 8, pointing to the next wave of bandwidth-hungry devices.

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📈 Top Demand Surges (Highest Demand Models)

Power translation, mux/switch, PMIC, and precision timing/protection led the spike:

• TXS0102QDCURQ1 (Level Translator) +641.71%

• 88X3310-A1-BUS4C000 (10G/PHY) +494.55%

• NCP1253BSN65T1G (PWM Controller) +404.14%

• AD9915BCPZ (DDS/Clocking) +375.94%

• CM1624-08DE (ESD/EMI array) +283.76%

• TPS56837RPAR (Sync Buck) +281.82%

• TMUX1309QBQBRQ1 (Automotive MUX) +281.43%

• STM32F302RBT6 (MCU) +278.90%

• PBRN123YT (BJT) +271.18%

• TL431AQDBZRQ1 (Shunt Ref, Auto) +248.80%

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🔍 Weekly Demand Volume Leaders

MCUs held the crown; discretes and MEMS mixed:

• STM32F103C8T6 +16.07% (MCU demand leadership sustained)

• BAV99 -22.17%; W25Q128JVSIQ -7.75% (Flash cooled slightly)

• ICM-42688-P +8.81% (MEMS IMU recovery)

• PESD1LIN +35.41%, BUK9K17-60E -34.30% (protection up, some MOSFET normalization)

• KLM8G1GETF-B041 +9.42% (eMMC), BC817-40 -28.33%, BAV99-Q -20.48%, BAS316 -34.88%

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💸 Top Price Movements

Increases (tight supply in ESD & small-signal BJT):

• PESD1IVN27A-Q +300.00%, BCP56-16 +285.45%, BC846B +279.07%

• PDTC123JT +251.03%, BAT54C +250.00%, PESD5V0L2BT +249.55%

• BZX84-C5V1,215 +247.79%, BCP56 +209.34%, PBSS4041PX,115 +183.79%, BC817-25 +180.81%

Declines (inventory easing across logic/mixed-signal/Flash):

• PDTC114ET-Q -90.00%, XC6206P332MR -88.40%, PUMD9-Q -88.00%

• PESD3V3S1UB -81.56%, W25X40CLSSIG -81.11%, NUP4201MR6T1G -80.23%

• PESD5V0C1BSFYL -78.76%, BCP54-16 -76.07%, SBCP53T1G -74.64%, BAS321,115 -72.52%

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📦 Inventory Trends

Top Surges (massive restocks in discretes/automotive logic & power):

• PUMH9-Q +107,954.55%, BZX384-C15-Q +44,444.44%, BAT760-Q +33,116.88%

• BZX84-C5V6-Q +30,000.00%, SN74AHC04QPWRG4Q1 +27,071.18%

• BZX84-C9V1-Q +26,000.00%, BAS521-Q +25,100.00%

• PMEG4030ER-Q +25,039.16%, PMEG10020AELR-Q +17,647.06%, BAW56-QR +16,844.26%

Top Declines (select auto/analog/IO parts depleted):

• NXB0104PW-Q100 -99.92%, BC807-25-Q -99.76%, BZX384-C5V6-Q -99.74%

• AMC1350QDWVRQ1 -99.72%, NVP6158C -99.50%, PCA9575PW2 -99.48%

• IRF9640S -99.20%, PDTC114YT-Q -99.08%, BUK9M3R3-40HX -98.94%, BU52792GWZ-E2 -98.87%

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🧠 Most Demanded Brands

Leaders: TI • ADI • onsemi • Nexperia • ST • Microchip • Galaxy • Infineon • NXP • Diodes

Fastest Growing by Demand:
BPS/晶丰明源 +2,652.50% • Bel Power Solutions +104.52% • Lexar +90.93% • GOODWORK +61.90% • RECOM +42.47% • FORESEE +40.13% • Diptronics +37.11% • Zilog +36.01% • Quectel +35.50% • RAMXEED +33.44%

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📊 Category Demand Momentum

Highest Demand Categories:
Microcontrollers • Rectifiers • MOSFETs • Bipolar Transistors • Operational Amplifiers • Linear Regulators • DC-DC Converters & Controllers • Flash • Misc Components • Zener Diodes

Fastest Growing Categories:

• Power Connectors +46.80%

• IR Remote Receivers +43.38%

• Optical Interrupters +38.26%

• Secure MCUs & TPM +29.05%

• Modems (Modulation/Demodulation) +28.04%

• Data Conversion—Misc +27.18%

• Memory Modules +24.75%

• Intelligent Power Modules (IPM) +24.59%

• Authenticators +24.40%

• Voltage-Controlled/Programmable Oscillators +23.41%

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🧭 Cerametronics Weekly Insight

AI demand keeps pulling up power, protection, and signal-chain components. Cloud–AI tie-ups (AWS × OpenAI) and data centers now leading NAND demand signal sustained Q4 build-outs. Watch for tightening in automotive-grade discretes/ESD (visible in price spikes) and opportunistic buys in logic translators, muxes, and buck PMICs that just surged in demand but haven’t fully repriced.
Strategically, prepare for ongoing thermal & power capex (post-Eaton/Boyd deal) and the next connectivity cycle (Wi-Fi 8 / 6G), which will broaden BOMs for gateways, APs, and edge devices.

Actionable sourcing:

• Lock allocations for ESD arrays, small-signal BJTs, and auto-grade MOSFETs.

• Stage inventory for level shifters, automotive muxes, and buck controllers (TXS0102, TMUX1309-Q1, TPS56837).

• For storage/server builds, track eMMC & NAND lead-time changes as data-center demand outpaces mobile.

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