Core Index Analysis Report For October 2025 - The Anshi Incident Shook The Supply Chain, And Materials With Out-Of-Stock And Price Increases Frequently Appeared

1. Overview of the core market in October

• AI dominates storage supercycle: DRAM, NAND, and NOR Flash have surged simultaneously, and expectations for price increases in Q4 have strengthened.
• Anshi incident impacts global supply chain: Automobile-grade discrete devices and logic chips are out of stock + prices are rising, and demand for replacements is exploding
• Industry K-shaped differentiation: AI/automotive specifications/storage are hot, consumer electronics and general MCU demand is weakening
• Domestic substitution speeds up:Mergers and acquisitions, intensive launch of new products, extending to high-end and upstream

2. Popular Categories & Brands: Anshi stands out, while the rest generally cool down

1. Top 10 popular categories (comparison)

1. Microcontroller (MCU):-36.71%
2. MOSFET：-25.63%
3. Op amp:-34.11%
4. Rectifier:+0.05%
5. DC-DC：-32.97%
6. Linear regulator:-32.38%
7. General Bipolar Transistor:+37.16%
8. Flash Flash memory:-32.03%
9. FPGA：-4.41%
10. ADC：-39.43%

onlyRectifiers, transistors, MOSFETsThe strong performance against the trend is directly related to Nexperia automotive-grade devices.

2. Popular brands TOP10 (comparison)

1. TI：-27.25%
2. ADI：-34.76%
3. ON Semiconductor:-23.17%
4. ST：-33.68%
5. Microchip:-35.22%
6. Nexperia: +206.22%
7. Infineon:-30.42%
8. NXP：-3.19%
9. Diodes：-16.73%
10. Vishay：-30.29%

AnshihuanbiSkyrocketed 206%, became the only super hot spot in October, while other brands cooled down across the board.

3. Hot search TOP50: Anshi dominates the list, followed by storage

1. An influx of materials from the An family: The proportion of diodes, ESD, MOSFET, and logic ICs has increased significantly
2. Storage keeps heat high: Winbond NOR Flash, Samsung eMMC, and Micron DRAM continue to be on the list
3. General-purpose MCU and analog proportions are compressed: Affected by holidays and weakening demand

• STM32F103C8T6、W25Q128JVSIQ、BAV99、ICM-42688-P、KLM8G1GETF-B041
• Anshi: PESD1LIN, PESD2IVN24-TR, BSS84AK, 2N7002BK

4. Search surge TOP20: 100% focused on Nexperia automotive-grade devices

• Vehicle ESD: PESD1LIN, PESD2IVN24-TR
• Automotive MOSFET: BUK7K6R8-40E, BSS84AK
• Automotive Diodes/Logic/Transistors: BAS316, BAS321, 74LVC1G08GW
• Substitute materials explode simultaneously: the popularity of Diodes and ON Semiconductor-related models jumps simultaneously

Typical characteristics of panic stocking:Priority will be given to car specifications and difficult-to-substitute models first.。

5. Inventory increase and decrease list: Nexperia passively replenishes inventory, while high-end simulation continues to destock.

Inventory growth list (almost all Anshi)

1. BAS16J-QX
2. BC817-40-Q
3. BC817-25-Q
4. BZX84-C18-Q
5. BC856B-Q

Channels panicked to replenish their inventories, and short-term inventories surged.

Inventory reduction list (high-end simulation, interface, car specifications)

1. AD5412AREZ
2. TPSM82912RDUR
3. PBSS4330PAS
4. Marvell 88Q series

There is a real shortage and inventories continue to bottom out.

6. Summary of supply and demand of the entire industry chain in October

1. Nexperia: A major earthquake in the automotive supply chain

• Diodes, MOSFETs, ESD, logic ICsTight supply + soaring prices
• High premiums appear on car-spec models, and demand for replacements explodes
• ON Semiconductor, Diodes, Infineon, Silan Micro, Yangjie, New Clean Energy, etc. can quickly undertake replacements

2. Memory: AI-driven, fully entering the seller’s market

• DDR4 continues to surge, DDR5 surges simultaneously, Samsung suspends quotation
• NAND continues to be bullish in Q4 driven by enterprise SSD
• NOR Flash enters the price increase channel, and Winbond maintains high prosperity

3. Passive components: Tantalum capacitor prices increase, MLCC differentiates

• KEMET’s second round of tantalum capacitor price increases starting in November20%–30%
• AI demand expands supply-demand gap
• MLCC PresentsStrong in high-end, weak in consumptionPattern

4. General IC: Consumption is weak and prices are expected to rise.

• ADI releases price adjustment signal
• Demand for TI and ST consumer-grade MCUs weakens
• Industry and automobiles are relatively stable, but recovery is slowing

7. Conclusion and purchasing suggestions

• The Anshi incident proves that automotive discrete components are the weakest link in the supply chain
• The storage super cycle is established, and price increases will continue until at least the first half of 2026
• The industry is completely divided into K-types:AI/automotive specifications/storage is strong, consumer electronics is weak

• Vehicle-grade devices: completed as soon as possibleSecondary supply / third supply certification, lock long order
• Storage: Prepare goods on demand, accept high prices, and prioritize core material numbers.
• General devices: mainly wait and see, avoid high-level stocking