Week 49, 2025 Electronics Component Industry Highlights

📅 (2025/12/01 – 2025/12/07)

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🌏 Global Industry Overview (Week 49)

The global electronics and semiconductor market continued to be reshaped by AI expansion, a strengthening memory “super-cycle,” and ongoing geopolitical pressure on chip supply chains.

🔹 AI as the Core Growth Engine

• Edge AI rises: Tech giants are pushing AI computation closer to end devices (smartphones, PCs, wearables), which is lifting demand for high-performance MCUs, NPUs, memory, and power ICs across the upstream supply chain.

• AI hardware innovation: The focus is shifting from simple cyclical recovery to growth via innovation—AI phones, smart glasses, and new AI-enhanced terminals are now key product themes.

• R&D acceleration: Top academic institutions (e.g., Tsinghua’s new embodied-intelligence & robotics institute) are driving AI from “thinking” toward “sensing + action,” tightening the loop between research and industrial applications.

🔹 Memory in a “Super Cycle”

• Prices keep climbing: Backed by AI server demand, DRAM contract prices in Q4 are widely expected to rise 40%+, with additional increases projected for Q1 next year.

• Capacity shifts to high-end: Samsung, SK Hynix and others are prioritizing DDR5 and HBM capacity, limiting supply to legacy DRAM and mobile memory.

• Supply strategy: Brands and module makers are signing long-term deals and aggressively building inventory—putting upward price pressure on certain consumer devices in 2025–2026.

🔹 Geopolitics & Supply Chain Re-alignment

• Export controls: New U.S. legislative proposals aim to further restrict sales of advanced AI chips (e.g., Nvidia, AMD) to China, underscoring technology rivalry and uncertainty.

• “Self-reliance” premium: Heightened external constraints are pushing China and others to accelerate domesticization in materials, equipment, and design—these “hard-tech” themes remain capital-market favorites.

🔹 Capital Market Focus

• Despite macro headwinds, the electronics segment remains a key investment track: AI innovation + cyclical memory upturn is seen as the core long-term driver.

• Broker research and fund flows continue to overweight semiconductors, AI hardware, and critical components.

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📈 Top Demand Models (Weekly Demand Leaders)

This week’s demand centered on SPI Flash, MCUs, MEMS sensors and DRAM:

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🚀 Top Demand Surges (Highest Growth Models)

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💸 Top Price Movements

📈 Top Price Increases

• BSS138P,215 +247.91% – N-channel MOSFET

• CR1220 +245.24% – Coin-cell battery

• SN75LBC184DR +242.08% – RS-485 transceiver

• DS1302ZN +234.81% – RTC with battery backup

• BCX56-16 +227.87% – BJT transistor

• K4FBE3D4HM-MGCJ +211.26% – Mobile DRAM

• BCP56-16 +200.61% – BJT transistor

• KLM8G1GETF-B041006 +188.61% – eMMC storage

• US1M +188.37% – Ultrafast rectifier

• TLP521-1GB +188.07% – Optocoupler

📉 Top Price Declines

• MB6S −91.08% – Bridge rectifier

• RS1M −89.03% – Rectifier

• BAT54C −86.86% – Schottky diode

• PESD5V2S2UT −81.63% – ESD diode

• PMEG6020ER −80.33% – Schottky rectifier

• XC6206P332MR −76.44% – LDO regulator

• HT7550-1 −74.61% – LDO regulator

• PESD36VS2UT −70.00% – Surge protector

• BAS16,215 −64.60% – Small-signal diode

• SMF5.0CA −64.35% – TVS diode

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📦 Inventory Movements

📈 Top Inventory Surges

• RB560VM-40FHTE-17 +46,141.70% – Schottky rectifier

• PMEG4005EJ-QX +26,019.39% – Automotive Schottky

• BAT165E6327HTSA1 +22,434.21% – Fast diode

• BC56PA,115 +14,900.00% – BJT array

• OPA2182IDGKR +8,661.42% – Precision op-amp

• NT5CC256M16ER-EKH +5,594.41% – 4Gb DDR3 DRAM

• AD603ARZ +2,946.32% – Variable gain amplifier

• AD102-301-A1 +2,239.58% – High-reliability ADC module

• PMPB55XNEAX +2,200.00% – MOSFET

• BUK9K29-100E +2,165.67% – N-channel MOSFET

📉 Top Inventory Declines

Severe tightening across MCUs, PMICs, memory and RF:

• CXDB6CCDM-MA-M −99.98%

• SAF-C515C-8EM −99.90%

• TPSM33615RDNR −99.88%

• 74LVC2T45DC −99.84%

• MT53E128M32D2DS-053 −99.80% (HBM/advanced DRAM family)

• CXDB5CCAM-MK −99.60%

• AT32F403ZGT6 −99.38% – 32-bit MCU

• PSMN5R5-60YS −99.34% – Power MOSFET

• KMQE60013B-B318 −99.17% – eMMC / UFS storage

• HMC659LC5 −99.03% – RF amplifier

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🧠 Brand Dynamics

Top Demand Brands

Texas Instruments (TI) • Analog Devices (ADI) • Nexperia • onsemi • STMicroelectronics • Microchip • Infineon • NXP • Diodes • Micron

Fastest-Growing Brands by Demand

• M.C.C (Micro Commercial Components) +396.29%

• KEC +236.28%

• Kingston +49.69%

• BLUE ROCKET +47.36%

• SIMCOM +45.44% (cellular modules)

• FM (Fortune Microelectronics) +45.35%

• Gcore (扬州国芯) +39.44%

• Gainsil (聚洵) +35.78%

• Advanced Energy +35.58%

• On-Bright +34.31%

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📊 Category Momentum

Highest Demand Categories

Microcontrollers • MOSFETs • Rectifiers • Flash Memory • Operational Amplifiers • DC-DC Converter & Switching Regulator ICs • Linear Regulators • General-Purpose BJTs • DRAM Chips • FPGAs

Fastest Growing Categories

• Gyroscopes +43.86%

• NVSRAM +36.75%

• PCI Express Switches +34.09%

• PIN Diodes +32.80%

• Other Communication Products +26.31%

• LIN Transceivers +25.34%

• Terminal Block Connectors +24.09%

• Voltage-Controlled Oscillators (VCOs) +21.31%

• IGBT & MOSFET Gate-Driver Optocouplers +21.16%

• Board-Mount Pressure Sensors +21.01%

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🧭 Cerametronics Weekly Insight

AI innovation is now driving both ends of the stack:

• Cloud AI fuels the DRAM/HBM “super-cycle”,

• while Edge AI (phones, PCs, wearables) is pulling demand for MCUs, Flash, power drivers and sensors (gyroscopes, pressure sensors, IMUs).

Memory makers are firmly in a pricing-power position, while geopolitical frictions keep “self-reliance” and multi-sourcing at the center of sourcing strategies.

🔹 Watchlist for Week 50+

• Memory & Storage: DDR5 / LPDDR / NVSRAM / eMMC (MT4*, H5A*, NT5*, KLM8G1GETF*, W25N*).

• Edge-AI Enablers: STM32 / TMS570 / LPC17 MCUs, high-side & gate drivers (DRV8353, TPS48111).

• Protection & Power: PMEG* Schottkys, PESD* ESD lines, optocouplers (TLP521-1GB), precision op-amps (OPA2182, AD603).

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