Set an example in the industry and reward high-quality enterprises.**2025 Excellent Supplier Selection Ceremony hosted by IC Trading NetworkIt has now come to a successful conclusion.This selection is based onXinjuzhi starts a new chapter, and the horse fortune is prosperous and the New Year is prosperousAs the theme, on the basis of the original three major awards, a newThere are six categories of honors: the Long-term Glory Award, the Enterprising Pioneer Award, and the Quality Agent Award**. They are designed to commend high-quality suppliers with outstanding performance in terms of brand strength, growth potential, honest management, long-term cooperation, service quality, and professional agency, set a benchmark for the industry, and promote the development of the component supply chain in a higher-quality and more trustworthy direction.
The selection is strictly followedfair, impartial and openIn principle, after independent registration, qualification review, expert review and other links, the major awards were finally announced:
- 2025 Advantage Brand Star Enterprise: 137 homes
- 2025 Rising Star Enterprise of the Year：30 companies
- 2025 Excellent Certified Enterprise：300
- 2025 Long-term Glory Award Enterprise：38
- 2025 Enterprising Pioneer Award Enterprise: 50 companies
- 2025 Quality Agent Company: 31 homes
Here, I would like to extend my warmest congratulations to all the award-winning supplier partners!In the new year, IC Trading Network will continue to use the power of the platform to link industrial resources, work hand in hand with partners to start a new journey, and jointly build a safe, efficient and credible electronic components supply chain ecosystem.
Post-holiday market changes: TI/NXP price increases are coming, and the Core Index hits core materials with both volume and price rising
The component market is turbulent after the holiday. TI and NXP have successively released price increase signals. Superimposed on the shortage of 8-inch wafers, the siphoning of AI production capacity, and the structural shortage of storage, the market structure is accelerating the restructuring.Relying on the big data of Chuangxin Index, the core logic of this round of market can be clearly understood from the hot search models.
1. TI raised prices across the board in April, with both volume and price of core materials rising
TI willThe second comprehensive price increase this year will be launched on April 1, 2026, with an increase of 15%–85%, covering all categories such as digital isolators, isolation drivers, and power management ICs. Affected by this, the popularity of related materials has skyrocketed:
- TPS5430DDAR: TI general-purpose DC-DC, widely used in industry/communication/medical, the search volume increased sharply before the holiday, hit a new high after the holiday, and the price rose simultaneously.
- TMS320F28335PGFA: C2000 industrial control MCU, the popularity increased sharply after the holiday, and the quotation exceeded 100 yuan.
- INA139NA/3K、TPS82130SILR、INA226AIDGSR、ISO1050DUBR、ADS1115IDGSR、TMS320F28034PNT、SN65HVD230DRA number of TI core materials are presentSearch volume skyrockets + quotes jump, becoming a direct confirmation of the rebound in the analog chip boom.
2. ST MCU supply and demand are tight, and 8-inch production capacity has become a key variable
ST has prioritized investing 8-inch wafers in high-margin businesses such as automotive MCUs and SiC. The production capacity of general-purpose models has been greatly reduced. The global 8-inch production capacity is expected to shrink by 2.4%. Supply and demand continue to be tight:
- STM32F405RGT6: The main force in drone flight control, the search volume soared to the top of the hot search list.
- STM32F103C8T6: The popularity of the classic model is back, but it is not as strong as F405.
- STM32F030、F407、H743The entire series heats up simultaneously, and general-purpose MCUs are in short supply.
3. NXP’s April price adjustment is imminent, and industrial models are becoming more popular
Network transmission NXP fromPrice adjustments for some products starting from April 1, driven by raw material, energy, and logistics costs, industrial-grade MCUs have become popular:
- LPC1768FBD100、LPC1788: Industrial PLC/motor control core, search volume increased significantly.
- MMA8452QR1、PCF8563T/5Expectations for price increases continue to rise.
4. Structural shortage of storage, DDR3 and NOR Flash prices continue to rise
AI servers squeeze general storage capacity, the gap between supply and demand of DDR3 and NOR Flash expands, and prices rise unilaterally:
- MT41K256M16TW-107:P(Micron DDR3L): Industrial/automotive demand is urgent, and prices continue to rise.
- W25Q128JVSIQ(Winbond NOR Flash): The main rise was completed in January and the high level stabilized in February.
5. The explosion of hot applications: drones and AI servers drive segmented devices
- EFM8BB21F16G-C-QFN20R(Silicon Labs): Demand for drone electronic control has exploded.
- MP9943GQ-Z(MPS): Small-sized, high-power power supply chip, suitable for drone scenarios.
- ICM-42688-P(TDK IMU): From a hot spot to a structural necessity, the demand for robots and wearables has surged.
- ISL99390FRZ-TR5935(Renesas): AI server 90A power level, volume and price have jumped sharply.
Conclusion
This round of market consists ofTI/NXP price increase, 8-inch wafer shortage, AI production capacity siphoning, terminal demand explosionDriven by the resonance of four factors, challenges and opportunities coexist.Facing the extremely fast market environment,Being fast and not breaking is the key to victory。
With 500,000 registered members, 8.5 million + valid material numbers, and an average of 900,000 queries per day, IC Trading Network superimposes the big data capabilities of Chuangxin Index, and uses the platform + big data combination solution to help companies accurately grasp market conditions, avoid supply interruption risks, efficiently lock in industry opportunities, and calmly respond to complex market changes.
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