Analysis of Chuangxin Index in June 2025: Storage is recovering across the board, with DDR4 and NOR flash leading the way, while MCU popularity has dropped

1. Overall market overview

• Search volume of all categoriesGenerally rebounded month-on-month, market sentiment picks up
• Flash flash memoryBig increase month-on-month+59.36%, becoming the hottest category
• Popular brands are still led by international analog manufacturers: TI, ADI, ON Semiconductor, Infineon, etc. search volume increased simultaneously
• The main force for price increases is concentrated instorage; General MCU (especially STM32) prices are declining and price reduction models are increasing

2. Popular Categories & Brands TOP10

Popular categories (all increased month-on-month)

1. Rectifier +37.60%
2. Microcontroller (MCU) +30.68%
3. TVS +41.15%
4. MOSFET +40.86%
5. Op amp +41.23%
6. LDO +36.67%
7. DC-DC +32.33%
8. General transistor +38.05%
9. Flash Flash +59.36%
10. ADC +37.64%

Popular brands (international analog/power leadership)

1. TI +39.11%
2. ADI +32.11%
3. ON Semiconductor +45.81%
4. ST +34.68%
5. Microchip +35.38%
6. Infineon +41.20%
7. UMW +19.92%
8. NXP +32.01%
9. Vishay +39.01%
10. Diodes +39.55%

3. Hot search TOP50: Storage dominates the list, STM32 still has the most but is weakening

• The list is stillSTM32 seriesThe largest number, butBoth popularity and prices have dropped
• Storage models listed in batches：
  • Winbond SPI NOR: W25Q128, W25Q64, W25Q32, W25Q16
  • Micron DDR4: MT40A512M16, MT40A1G16, MT41K256M16
  • Samsung DDR4 /eMMC
• Power supplies and interfaces are hot:
  • MPS MP9943GQ-Z
  • TI interface: SN65HVD230, SN75176, ISO1050, ULN2003, etc.

4. Top 20 soaring lists: DDR4 explodes in full force

• Micron, Samsung, NanyaDDR4 particlesListed in batches
• Winbond W25Q128JVFIQ is so popular
• Network communications and industrial chips are rising simultaneously: FTDI, Broadcom, Skyworks, MPS, etc.

5. Inventory increase and decrease list: supply and demand structure differentiation

Inventory growth TOP10

• STM32F334, some general-purpose operational amplifiers, interfaces, and radio frequency device inventories increase
• Reflects general MCU, consumer devicesLoose supply

Inventory decline TOP10

• Automotive/industrial isolation, ADI high-precision sensors, Broadcom communication chips, and DDR4 particle inventories decrease
• reflectVehicle regulations, communications, storagestructural shortage

6. Storage market: core main line in June

1) DDR4: The sharpest price increase, surpassing DDR5 in price

• Original manufacturers are announcing one after anotherProduction suspension / production reduction, a sharp contraction in supply
• The single-day increase in June exceeded5%, Q2 cumulative increaseOver 100%
• Price has beenSurpassing DDR5, and there are still expectations for an increase
• DDR5 is rising simultaneously, but not as much as DDR4

2) NOR Flash: Winbond is a big hit

• Winbond NOR Flash search volume and price rise simultaneously
• Mainly used for IoT, MCU supporting and industrial main control, with rigid demand

3) Small capacity eMMC NAND

• High popularity expected due to supply contraction
• Prices stabilize at high levels, growth slows

7. Summary of other categories

• MCU: The popularity has dropped, the price of STM32 has stopped rising and turned falling, and the market has returned to rationality.
• Analog/Interface: Demand for TI transceivers, ADI signal chain, ON Semiconductor/Infineon power devices is stable
• Domestic: Continue to make breakthroughs to the high end, covering car specifications, servers, CIS, and high-precision simulation, and fully independent solutions are accelerating their maturity.

8. Summary and purchasing suggestions

1. Storage enters a strong upward cycle

   DDR4, NOR, and small-capacity eMMC are still the key price increases in the second half of the year. It is recommended to stock up on demand and lock in long-term orders.
2. General MCU price/performance rebounds

   Prices of general models such as STM32 have dropped, making them suitable for design selection and batch replenishment.
3. Automotive regulations/industrial/communications are still in short supply

   Inventories of isolation, interfaces, high-precision sensors, and automotive-grade power devices continue to be low, and delivery times are tight.
4. Domestic substitution deepens towards high-end products

   The maturity of domestic solutions in signal chain, automotive regulations, servers, CIS and other fields is rapidly increasing, and localization substitutions can be evaluated with emphasis.