December 2025 Chuangxin Index Analysis Report - Component Price Increases Are Stronger, Focus On Risk Defense And Value Enhancement Strategies

Chuangxin Index is a necessary real-time component procurement tool for purchasing managers. Relying on the big data of IC trading network transactions, it provides an intuitive and visual reference for component period prices, shipments, inventory preparation and market demand.

In December 2025, the cost pressure transmission of the entire industry chain and the explosive growth of AI demand will be driven in both directions, and the price increase of components will continue to strengthen.Memory chip prices continue to rise, passive components have intensively adjusted prices, and major analogue manufacturer ADI has officially confirmed price increases, further intensifying supply chain fluctuations in the electronics industry.Upstream price increases have been fully transmitted to consumer electronics, electrical equipment and other terminals. It has become an inevitable trend for enterprises to build a resilient, visible, diversified and collaborative supply system.Relying on big data tools to improve rational decision-making and using domestic substitution to drive cost and value reconstruction have become key paths to ensuring supply chain security.

1. Top 10 most searched categories and brands in December: Storage strongly leads the gains, and the pattern changes clearly

Popular categories TOP10 (month-on-month changes)

1. Microcontroller (MCU) +29.36%
2. MOSFET +12.35%
3. Rectifier -10.64%
4. Flash +54.49%
5. Op amp +20.05%
6. DC-DC converter +22.49%
7. Linear Regulator +20.53%
8. Memory (DRAM) +55.41%
9. General purpose bipolar transistor -23.39%
10. FPGA +23.19%

Popular brands TOP10 (month-on-month changes)

1. TI / Texas Instruments +17.05%
2. ADI / Analog +31.73%
3. Nexperia / Anshi -31.15%
4. onsemi / ON Semiconductor +3.76%
5. ST / STMicroelectronics +29.56%
6. Microchip +25.06%
7. Infineon / Infineon +22.50%
8. NXP / NXP -2.37%
9. UMW / UMW Semiconductor +6.53%

10. Micron / Micron +63.53%

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2. Top 50 hot searches in December: storage top, IMU explosion, MCU structure switching

core features

• Storage dominates the list: W25Q128JVSIQ, MT41K256M16TW-107:P, KLM8G1GETF-B041 and other storage models occupy the top spots, and prices have risen simultaneously.
• IMU Structural Quotes: ICM-42688-P has skyrocketed for many consecutive months and is firmly at the forefront. The demand for drones, robots, and AI terminals has exploded.
• ADI price increase drives popularity: AD7606BSTZ, ADM2587EBRWZ, AD9361BBCZ, etc. are back on the hot search list.
• Domestic substitution heats up: GigaDevice GD25Q128ESIGR enters the TOP50, and NOR Flash replacement demand explodes.

• The proportion of Anshi decreased: The market has returned to rationality, and only the logic device 74HC595D remains popular.

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3. Search volume soared in December TOP20: pointing to end-side AI, automotive electronics, and computing hardware

• High-end DRAM/storage: MT53E512M32D1ZW, MT62F series, SK Hynix H9 series
• Automotive/power MOSFET: Infineon BSC series, Nexperia PSMN series
• High-End Analog/Power: TI DRV8353, ADI AD8312, LT8646
• Motion sensing: ST LSM6DSRTR

Overall direction:Device-side AI, automotive electronics, intelligent sensing, industrial Internet of Things, AI serverFive high-determinism tracks.

4. Top 10 inventory increases and decreases in December: Storage continues to be destocked, and the shortage of high-end materials intensifies

Inventory growth

Inventory decline

almostHigh-end DRAM, automotive/computing chips, Nexperia in short supply MOSFETsTaken together, the gap between supply and demand continues to expand, providing strong support for price increases.

5. Panorama of IC supply and demand in December: Price increases across the board are transmitted, and terminal prices begin to increase

1. Memory: skyrocketing across the board, becoming the biggest variable

• DRAM: DDR3/DDR4/DDR5/HBM surge simultaneously
• NAND: eMMC, Wafer, SSD rise strongly
• NOR Flash: 32/64/128Mb significantly increased across the board
• The costs have been passed on to PCs, home appliances, cars, servers and other terminals, and brands have successively raised prices.

2. Core IC: Driven by the price increase of ADI, the demand for substitutes rises

• The price of ADI’s entire series has been raised, and the search volume and price have increased simultaneously.
• ON Semiconductor and Infineon undertake Nexperia replacement needs
• TI, ST, Microchip maintain stable and tight trend

3. Passive components: Raw materials have skyrocketed, and all categories have followed suit.

The prices of metals such as silver and copper continue to rise. Resistors, tantalum capacitors, magnetic beads, connectors, etc. have concentrated price adjustments at the end of the year. High-end demand for AI servers and automotive electronics has further pushed up prices.

6. Summary and strategic suggestions

1. Storage is the absolute main line: DRAM/NAND/NOR both volume and price rise, continuing throughout the cycle.
2. AI and automotive electronics are demand engines: Drive the structural explosion of IMU, power devices, high-end simulation, and MCU.
3. Supply chain strategy shifts to defense + improvement: Lock inventory, find substitutes, control costs, and diversify supply.
4. Big data + domestic substitutionBecome the core weapon through the cycle.