September 2025 Chuangxin Index Analysis Report

Core summary

1. Overall market characteristics in September

1. Memory becomes the absolute mainline
   • SanDisk took the lead in raising prices, and the original manufacturer successively raised prices and suspended quotations.Price increase expectations form positive feedback。
   • AI computing power drives a two-way shortage of DRAM + NAND, and prices continue to rise.
2. Intense supply chain events
   • Anti-dumping of analog devices, disputes over control of Nexperia, and frequent changes in channel vendors.
   • The global supply chain is accelerating its shift from globalizationRegionalization and autonomy。
3. Domestic chips increase speed and volume
   • Domestic mergers and acquisitions and new product releases are intensive, and domestic materials areHigh-end industry, automotive regulations, communicationsextension.
   • Hangzhou Zhongke Micro, Sichuan Tu Micro, Yutai Micro and other models entered the hot search list.

2. Popular Categories & Brands TOP10

Popular categories (impressive month-on-month growth)

1. MCU +34.14%
2. operational amplifier +20.11%
3. MOSFET +6.43%
4. DC-DC converter +43.15%
5. linear regulator +13.42%
6. Rectifier-51.72% (weaker demand)
7. Flash flash memory +19.22%
8. FPGA+133.19% (AI/computing power drives skyrocketing)
9. ADC +17.01%
10. connector+24.44% (newly entered the list)

Popular brands (growth across the board)

1. TI +11.75%
2. ADI +17.97%
3. ON Semiconductor +14.56%
4. ST +19.51%
5. Microchip +19.52%
6. Infineon +19.36%
7. NXP +22.49%
8. UMW Friendly Station +23.46%
9. Vishay +21.61%
10. Diodes +21.55%

3. Highlights of TOP50 Hot Search Models

1. MCU dominates the list
   The STM32F103/405/407/H7 series occupies the forefront and is still the main force in demand in the market.
2. sensor burst
   ADI ADXL355/357、InvenSense ICM-42688-P, ST inertial sensor popularity has rebounded significantly.
3. Network PHY chip is hot
   Marvell 88E1512The series has become a hot search due to both supply chain and demand factors.
4. Storage rises across the board
   Winbond W25Q, Micron DRAM, Samsung NAND and other models are on the list, with both volume and price rising.
5. Domestic models break through
   Hangzhou Zhongke MicroAT7456E, Sichuan TuweiCA-IS3722HSKeep moving higher.
6. Shortage of general discrete devices
   Searches for Anseries models such as 2N7002, BAV99, and BAT54C have surged.

4. Search volume soared TOP20 points

• toNXP i.MX processor, TI industrial control/automotive chips, ADI simulation, sensorsLord.
• RF chips: Many models from Skyworks and Qorvo are on the list.
• FPGA/programmable logic: Demand for Lattice and Altera has picked up significantly.
• Storage: Micron and Samsung DRAM/NAND rank on the soaring list, reflectingGrab stock and stock up。
• Overall correspondence:AI computing power, smart cars, industrial control, vehicle communicationsFour high-growth tracks.

5. Inventory increases and decreases reflect real supply and demand

Inventory growth list

• Stocks of Hirose connectors, ADI sensors, nanocore micro-isolation, Yutai Micro PHY, Samsung/Micron storage, etc. have increased.

Inventory decline list (shortage signal)

• JST connector, TI power supply/op amp, ST sensor, ADI high-speed ADC, Changxin Storage DRAM, etc.
  → Inventories continue to fall, indicating that they are still tight in the short term and prices are easy to rise but difficult to fall.。

6. Summary of market segments

1. General purpose analog & MCU
   • TI has reported price increases many times, and the market reaction has been mild, but the long-term anti-dumping and strategic implications are worthy of vigilance.
   • ADI sensors and LT power modules are extremely hot.
2. Memory (Q3’s strongest mainline)
   • DRAM/NAND EnterStrong price increase cycle, the original factory's supply control + quotation suspension pushed up expectations.
   • The structural demand for AI servers has changed the supply and demand pattern, and the price increase will continue.
3. Automotive & Industrial
   • Caused by the Anshi crisisReconstruction of supply and demand for automotive grade discrete devices, Domestic substitution is accelerating.
   • Demand for sensors, isolation chips, and automotive power supplies continues to be strong.
4. Domestic replacement
   • Domestic models in digital isolation, PHY, character chips, MEMS and other fieldsIncreasing volume and speeding up, and gradually enter high-end scenes.

7. Conclusion and outlook

• Short term:Memory prices continue to rise, automotive grade discrete devices are in short supply, and sensor/communication chips continue to be popular.。
• Mid-term: Supply chain regionalization, autonomy and controllability become rigid needs.The share of domestic chips continues to increase。
• Purchasing strategy suggestions: Lock up quantities of scarce materials in advance, prepare general-purpose materials on demand, and focus on cost reduction and guaranteed supply of domestic alternative models.