Multiple pressures on the global semiconductor supply chain resonated in November:Anshi supply chain crisisTriggering worries about supply cuts and a wave of substitutions,Storage surges across the boardHighlighting the structural shortage driven by AI, the prices of passive components such as tantalum capacitors and resistors have increased simultaneously.The industry has shifted from pure cost pressure toSupply chain resilience and securityIn-depth reconstruction, domestic substitution and multiple backups have become core trends.
1. Popular Categories & Brands: Nexperia detonates discrete devices, leading storage growth
1. Popular categories TOP10 (month-on-month popularity)
- MCU：+24.21%
- Rectifier：+75.04%
- MOSFET：+51.20%
- Op amp: +22.31%
- general purpose transistor：+94.99%
- DC-DC：+21.53%
- Linear regulator: +23.29%
- Flash：+75.82%
- DRAM：+81.46%
- Zener diode：+108.66%
The four major categories of diodes, transistors, MOSFETs, and storage have experienced much higher than average growth, which is directly driven by the Nexperia incident and storage price increases.
2. Popular brands TOP10 (month-on-month popularity)
- TI：+20.52%
- Nexperia：+356.04%
- ADI：+25.79%
- ON Semiconductor：+57.89%
- ST：+32.44%
- Microchip：+24.33%
- Infineon: +37.57%
- NXP：+41.70%
- Diodes：+61.51%
- UMC：+34.57%
The popularity of Nexperia surged 3.5 times, and ON Semiconductor and Diodes, as core alternative brands, surged simultaneously.
2. Hot search TOP50: Anshi dominates the list, storage and IMU rise strongly
Ans series materials become the absolute focusA large number of automotive-grade diodes, ESD, MOSFETs, and logic chips have entered the list, and prices have generally risen sharply.
Storage gains across the board
- NOR Flash：W25Q128JVSIQSteady at the forefront
- DRAM: MicronMT41K256M16TWSeries hot search
- eMMC: SamsungKLM8G1GETFContinued shortage and price increase
Emerging high-growth models
- ICM-42688-P（IMU）twice as hot
- High-end MCU:STM32H743VIT6Demand surges
3. Search surge TOP20: All around Anshi Alternative
Almost all of the models that gained popularity in November pointed to:
- Anshi original automotive components
- Direct replacement models for ON Semiconductor and DiodesCategory coverage: diodes, transistors, ESD, MOSFET, logic IC.The display industry is advancing rapidlySecond source of supply certification and supply chain backup。
4. Inventory increase and decrease list: differentiation between shortage and stocking
- Inventory growth list: Focusing on Nexperia automotive discrete devices, the channel passively replenishes inventory and early panic stocking is gradually implemented.
- Inventory decline list: Samsung Memory, Micron DRAM, TI automotive chips, and NXP interface chips continue to be destocked, reflectingreal shortage。
5. Market core summary in November
1. Anshi Fengbo reshapes the automotive supply chain
- Anshi Search first shot higher and then fell back, butPrices stabilize at high levels
- The industry is rapidly turning to alternatives such as ON Semiconductor, Diodes, and ST
- In the long run, it will promoteDiversified supply chain for automotive chipsform
2. Storage super cycle established
- DRAM, NAND, and NOR Flash all surged
- Institutions predict that the high boom will continue untilAfter mid-2026
- The contract price in the next 6-9 months is still~50% upside potential
3. Simultaneous price increases of passive components
KEMET and Panasonic have raised tantalum capacitors, and Fenghua Hi-Tech has raised resistors and inductors. Cost conduction + AI demand has been fully demonstrated.
4. Industry main line: supply chain security > short-term price
Behind the price increase is
Production capacity tilt, geographical disturbance, drastic changes in demand structuretriple resonance,
The company's core strategy has shifted to: long-term order lock-in, diversified substitution, domestic import, and risk warning.
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