Week 45, 2025 Electronics Component Industry Highlights

📅 (2025/11/03 – 2025/11/09)

🌏 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.

📈 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%

🔍 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%

💸 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%

📦 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%

🧠 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%

📊 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%

🧭 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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