Recently, the hot search pattern of components has undergone significant changes. Among the top 10 hot searched materials in the past week, motion sensors and memories have dominated. STM32F103C8T6, which has long been at the top of the list, has dropped in rankings and its search volume has dropped.This change is closely related to changes in supply and demand. Against the background of frequent price increases in the upstream of semiconductors and the demand for AI and intelligence, relying on the big data support of the IC Trading Network Chuangxin Index, we can accurately grasp the market and application trends from hot search materials.
1. IMU’s structural market broke out, and multiple brands bloomed.
TDK/InvenSense's 6-axis inertial measurement unit (IMU) ICM-42688-P has soared in popularity since the fourth quarter of 2025 and has become a new generation of internet celebrity. The search volume will continue to grow strongly in the beginning of 2026.With its high precision and low noise characteristics, this device is widely used in drones, robots, AR/VR and other fields. It is also suitable for high-level intelligent driving scenarios and is in line with the explosive demand for IMUs in the current era of universal intelligent driving.
As ICM-426888-P continues to be popular, the IMU market is heating up across the board: multiple models under TDK/InvenSense have surged in popularity simultaneously, and materials related to the Bosch and ST brands have also become hot searches, forming a structural market.Among them, TDK/InvenSense covers high-end and mainstream consumer markets and is a demand vane; Bosch is deeply involved in the fields of consumer intelligence and industrial reliability to create differentiated advantages; ST has consolidated its market share in basic industrial and consumer markets with its cost-effective models.
In the time dimension, all IMU models have generally grown since Q4 of 2025, which is in line with the definition of new consumer electronics products and the industrial fiscal year budget cycle; the jump growth in January 2026 indicates that the spring mass production peak is approaching.In terms of price, IMU devices have far exceeded the normal level. Among them, the normal price of ICM-42688-P is about 9 yuan, which has now risen to more than 30 yuan. The strong demand is highlighted. Its price and search volume dynamics can be queried in real time through the Chuangxin Index.
From the demand side, there is a clear momentum of expansion in automotive electronics (autonomous driving/advanced assisted driving), drones, AR/VR, wearables and other fields. The combination of emerging applications, policy breakthroughs and technological iterations have become the core driving force for the explosion in demand for IMUs. It has also given rise to market opportunities in multiple tracks. Domestic companies have also achieved technological breakthroughs in the field of smart driving IMUs and installed them in batches, further enriching market supply.
2. Memory continues to play the leading role, with a clear trend of strength across the board.
At the beginning of 2026, the memory market continues to heat up. The capacity squeeze caused by AI demand and the expectation of continued production capacity reduction have jointly strengthened the fundamentals of price increases, showing a pattern of strength across the board for memory, NAND flash memory, and NOR Flash. Popular models of all mainstream storage brands have outstanding performance.
Specifically, Winbond NOR Flash has performed well, and searches for W25Q series multiple capacity models have continued to grow significantly based on the highs in December 2025. At the same time, searches for some Winbond NAND flash memory, SDR and DDR4 memory have also increased significantly, among which the search volume for the old technology SDR memory W9825G6KH-6 has surged, reflecting the rigid demand for specific application scenarios.
GigaDevice's (GD) NOR Flash products are simultaneously gaining popularity, which is directly related to the market's compatible substitution needs and supply chain diversification strategies, further confirming the strong demand in the NOR Flash market.In the field of NAND flash memory, searches for Samsung's eMMC flash memory KLM8G1GETF-B041 continue to rise, and SLC models from Macronix, Winbond, and GigaDevice and MLC models from Kioxia are also generally heating up.
The DRAM field is showing a differentiated trend: Samsung, Micron, and SK Hynix DDR3 material popularity continues to grow rapidly, Micron DDR4 growth has slowed down, and Nanya DDR4 has grown significantly; in terms of DDR5, searches for SK Hynix 16Gb models and Samsung RDIMM modules have surged, highlighting the strong demand for new applications such as AI servers.Currently, all popular storage models are experiencing price increases. Institutions predict that memory will continue to strengthen in the first half of 2026, and demand in AI, consumer electronics, automobiles, industry and other fields will continue to boost the market.
3. The STM32 series still has hot spots, and the demand for high-end applications is highlighted.
Although the ranking of STM32F103C8T6 has dropped and the overall fluctuations of the STM32 series have been gentle, there are still hot models that have broken through - the STM32G431CBU6 based on the Arm Cortex-M4F core has become very popular recently.The search volume of this model has continued to rise since December 2025, and the search volume has exceeded 1,200 times in a single week.
At the application level, the core performance of STM32G431CBU6 is similar to that of the STM32F4 series, but it has more advantages in analog integration and real-time computing, and is suitable for application scenarios such as high-end motor drive, power supply and inverter control.The emergence of this hot spot also reminds that huge demand is emerging in the intelligent field and has become the core development direction of the MCU market in the future. Although MCU is not the protagonist in this round of chip price increases, the growth in demand for high-end segmented applications deserves attention.
Conclusion: Market and application affect changes in the hot search pattern
The reshaping of the hot search pattern is essentially a profound change in the demand for components in the market.Under the wave of AI and intelligence, motion sensing, data storage and core control are no longer isolated, but a concentrated expression of industrial changes in different technology nodes.The all-round upgrade of market applications not only affects short-term market fluctuations, but also promotes the reshaping of the supply chain structure.
Currently, competition in the general market focuses on price, while in professional markets such as AI hardware, intelligent equipment, and automotive electronics, the core of competition has shifted to the supply capacity of supporting solutions.The curtain of industry competition has begun in 2026. Grasping the core needs and material trends in intelligent upgrading has become the key for companies to seize future opportunities.
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