Core Innovation Index Analysis Report For August 2025—AI Demand Leads, New Hot Spots Such As Network And Storage Emerge Frequently

1. Market Overview: AI drives structural differentiation

core background

• AI chip manufacturers such as Marvell and Nvidia have impressive financial reports.AI computing power infrastructureBecome the main force of industry growth.
• Infineon completed the acquisition of Marvell's automotive Ethernet business, causing supply chain fluctuations and increasing popularity of related models.
• Macro variables: U.S. tariff policy, domestic acceleration of breakthroughs in core technologies such as GPU,Domestic replacementContinued strength.

Supply and demand pattern

• Popular categories/brand popularityMonth-on-month decrease, continuing the trend in the second quarter, demand for traditional general-purpose devices weakened.
• New hotspots are concentrated inAI network, new storage, high-end simulation, price-increasing materials are concentrated in new hot spots.

2. Top 10 popular categories and brands (both decreased month-on-month)

1. Top 10 popular categories (month-on-month changes)

2. Popular brands TOP10 (month-on-month changes)

3. Hot Search TOP50: AI network and new storage become new hot spots

core changes

• Traditional layout:STM32, Winbond NOR FlashStill at the forefront, TI/ADI/ST dominate analog and MCU.
• New hot spots:
  • Network chip: Marvell 88E1512 (Ethernet PHY), Broadcom BCM43684, Realtek RTL8211FD have soared in popularity, reflectingAI data center high-speed interconnectiondemand.
  • New storage：InfineonFRAM（FM25V02A）The popularity has increased significantly, filling the gap of high-reliability non-volatile storage.
  • RF/Communication: Skyworks, Holt and other RF/aerospace chips entered the list.

Hot search TOP20 selections

4. Inventory fluctuations: supply and demand are clearly differentiated

1. Inventory growth TOP10 (supply exceeds demand)

• toGeneral Analog, Sensors, DiscretesMainly, such as onsemi 74LVX3245, Sensirion SHT15, ADI LTC5548, etc.
• reflectTraditional general-purpose devicesDemand is weak and inventories are piling up.

2. Inventory reduction TOP10 (supply exceeds demand)

• focus onAI network, high-end simulation, automotive / industrial, such as Yutai Micro YT8531 (Ethernet PHY), TI ISO1042 (isolation), MPS MPM3632 (power supply), Skyworks SKY66112 (RF), etc.
• ConfirmAI computing power infrastructureThe supply of related components is tight.

5. Interpretation of demand and supply by field

1. Network chip: AI data center driver explosion

• Marvell: 88E1512 and other Ethernet PHY hot searches are related to supply chain fluctuations caused by the Infineon acquisition.
• Broadcom / Realtek: The rising popularity of network chips directly benefits fromAI server high-speed interconnectiondemand.
• Domestic: Yutaiwei YT8531 inventory has dropped, and domestic substitution has accelerated.

2. Storage: NOR Flash is strong, DRAM prices are rising, and FRAM is a new hot spot

• NOR Flash: Winbond W25Q series is still very popular, and code storage is in urgent need.
• DRAM: DDR4 continues to rise in price, and DDR3 follows suit; Korean original manufacturers have extended supply, and the popularity has cooled down slightly.
• NAND Flash: The supply of small-capacity eMMC is shrinking and prices are rising. It is expected to heat up in the third quarter.
• FRAM: Infineon FM25V02A is so popular,High reliability, high speed reading and writingFeatures adapted to AI/industrial/automotive scenarios.

3. MCU and analog: traditional weakening, high-end strong

• MCU: ST and NXP series prices are stable with small fluctuations.Automotive/IndustrialDemand support.
• Simulation: TI and ADI have strong demand for high-end power supplies, signal chains, and isolation devices; general analog inventories are growing and prices are weakening.

6. Summary of core trends

1. AI main line is clear: Network chips, new storage, and high-end simulation have becomeAI computing power infrastructureCore increases, price increases and stockouts are concentrated here.
2. The differentiation between supply and demand intensifies: Demand for traditional general-purpose devices (rectifiers, general-purpose MCUs, discretes) is weakening and inventories are rising;AI / Automotive Regulation / IndustrialThe supply of high-end devices is tight and inventories are declining.
3. Domestic substitution accelerates: Domestic models such as Yu Taiwei (network), Fengya Technology (driver), Shanghai Silui (sensor) have entered the inventory/hot search list,Mid- to low-end substitutions are maturing, and high-end breakthroughs are accelerating。
4. Supply chain risks remain: Infineon’s acquisition of Marvell, US tariff policies and other events continue to affect supply stability.Diversified procurement and domestic substitutionbecome an inevitable choice.