Although it’s the off-season and busy with stocking up: Inventory of popular components in mid-2025 – the three main lines of storage, power supply, and discontinued IC are clear

1. Storage: Not only DDR4, Winbond NOR Flash is all popular

1. Winbond W25Q series becomes the focus

• Star model：W25Q128JVSIQ
  Search volume per week nearly4000 times, far exceeding ordinary ICs; inventories continue to decline, and supply and demand continue to be tight.
• Product positioning：Serial NOR Flash, capacity 512Kb~1Gb, 1.8V/3V, up to 133MHz
• Application coverage: Wearable, IoT, industrial control, automotive electronics
• Price increase logic：
  • Industrial/automotive demand recovery
  • IoT and MCU matching are just needed
  • Original factory production capacity is tilted towards high-volume and vehicle-grade products, and the supply of general-purpose materials is shrinking.

2. Model naming rules (taking W25Q128JVSSIQ as an example)

• W25Q: Series prefix
• 128: Capacity (128MBit)
• JV: speed/version
• SS: Package (SOP8)
• I: Temperature grade (industrial grade)
• Q: Special specifications

2. Power supply chip: MPS MP9943, both volume and price rise

MP9943GQ-Z

• Type:Synchronous step-down DC-DC
• Parameters: 4V–36V input, QFN-8 (3×3mm), -40~125℃
• Application: charger, TWS warehouse, industrial, automotive auxiliary power supply
• Market performance:
  Search volume has skyrocketed since May,Price increase + inventory decrease, the demand is obviously rigid.
• Industry background:
  MPS Q1 revenue year-on-year+40%, reaching US$638 million, with automotive and AI server power supply driving significant growth.

3. Interface chip: TI RS-485 benchmark SN65LBC184DR demand explodes

• Type:RS-485/RS-422 transceiver, SOIC-8, industrial grade
• Advantages: Strong anti-interference, low power consumption, good compatibility
• Recent performance:
  The search volume has increased significantly, the inventory continues to decrease, and the popularity exceeds other SN65/SN75 series.
• Driving factors: Recovery of industrial automation, rebound in demand for industrial control/energy storage/photovoltaic communications.

4. Out of production/end of life cycle IC collective explosion (core stocking main line)

1. TI DRV8332DKDR (three-phase motor driver)

• Alreadydiscontinued, high integration, 8A high current, industrial grade
• The popularity reaches a new high, and the reasons are:
  • Alternatives cost more
  • Existing equipment maintenance is urgently needed
• Industry signal: TI is turning to high gross profit, prices of old models are increasing, and production discontinuation is accelerating.

2. Many discontinued materials from ON Semiconductor are becoming popular (Fab-Lite transformation)

• NCP1650DR2G：PFC controller, server/industrial power supply
• NCV7608DWR2G: Automotive-grade 8-channel driver, AEC-Q100
• NCP1014ST100T3G: Offline switch controller, home appliances/LED
• NB3N502DG:PLL Clock Multiplier, Industrial/Communications

3. ADI LTC6406IUD (entering the final purchase period LTB)

• Low-noise fully differential amplifier, 70dB linearity at 50MHz
• Adapted to 12~16-bit ADC driver, just needed for medical imaging and instrumentation
• In June, the popularity surged and inventories fell, enteringLate stock rush cycle。

5. Market summary and stocking inspiration

1. Storage is still the strongest main line

   The discontinuation of DDR4 production is transmitted to NOR Flash.Winbond W25Q full series in short supply, there are still expectations for price increases in the second half of the year.
2. General Analog/Power Enters Recovery Cycle

   The volume and price of MPS and TI power supplies and interface chips have both risen, driven by the triple pull of industrial + automotive + AI servers.
3. Discontinued materials become hidden hot spots

   TI, ON Semiconductor, and ADI are accelerating the elimination of old models.Maintenance needs + replacement scarcityAs a result, prices soared and delivery times lengthened.
4. Supply chain risks normalized

   Original factories are all tilting towards high-profit products, and the supply of old materials is shrinking.

   → Suggestions:Prepare goods in advance, lock in substitute materials, and establish multi-source supply。