Recent hot-searched material numbers for American series and STM: The market has become "busy", and domestic substitution is gradually increasing (2025.4.27)

1. Hot searches for American chips surge: Tariff-driven + supply chain anxiety

1. The popularity of the four major American brands is divided (TI/ADI is the strongest)

• TI (Texas Instruments): Self-owned production capacity is highly tied to the United States.most affected by tariffs, search volume +65% month-on-month
• ADI (Analog Devices): High-end Analog/Signal ChainJust need to be strong, the search volume increased by 58% month-on-month, and the price increased simultaneously.
• ON Semiconductor: Power/sensor heat has been gentle for the past week.Obvious retracement
• Microchip:MCU/simulation is relatively bland, onlyLAN8720AWait for a few material numbers to jump

2. Hot search material number TOP list (search volume + price double increase)

• AD7606BSTZ(16-bit 8-channel ADC)
  • Trending: Last 2 monthsSearch volume skyrocketed, prices rise and inventories continue to decline
  • Representative: Industrial / PowerThe most urgently needed analog chip, under tariffStocking trendcore
  • Risks: Inventory fluctuations and demand fluctuations are both high.Out-of-stock risk rating raised
• MAX13487EESA+T(RS-485 interface)
  • After 1 year of silenceSearch volume surges, industrial communicationsJust needed
• LTM4644EY#PBF(power module)
  • Continuously popular in the past 2 months, take advantage of tariffsrise to new highs

• TPS5430DDAR(DC-DC converter): Daily high heat,recent jump
• SN65HVD230DR(CAN Controller): Automotive/IndustrialEssential, search volume surged
• ADS1256(24-bit ADC): High-accuracy measurementsJust needed, strong demand for replacement

• Microchip LAN8720A-CP-TR(PHY chip): Industrial Ethernetcore
• Micron MT41K256M16TW-107:P(DDR3L): Storage price increase + tariffDual drive

3. Impact and risks of American chips

• cost shock：TI/ADI US production line chipsTariff + 15%~104%, prices were forced to rise
• Supply chain restructuring：
  • ✅ Substitutable products(Power supply, interface, mid- to low-end ADC):Domestic substitution rate > 60%
  • ⚠️ Difficult to replace areas(High-precision DAC, high-speed ADC, high-end power supplies): Short termStuck neck
  • ✅ strategic shift：Terminal manufacturer2+1 supply chain(1 American brand + 2 domestic brands) as standard

2. STM32 continues to have a high fever: price increase + shortage, domestic GD "takes off"

1. STM’s popularity surges across the board (continuing from March to April)

• Covering the entire series：
  • Basic type:STM32F103/F030(Search volume + 82%)
  • High performance:STM32F407/H743(Search volume + 75%)
  • 8-bit machine:STM8S(Search volume + 60%)
• Representative model: STM32F407VET6
  • Search volume: year to dateContinue to rise, **+40%** in April
  • Price:Significant rise, risk indicator promptsHigh risk of price fluctuations
  • Inventory:Continuous decline, deepening destocking and extending delivery time to12~20 weeks

2. Main reasons for price increase

• Long term price inversionPost-repair
• Tariffs + stocking surgedouble push
• Destocking and deepening, the channel spot is tight

3. Domestic substitution breaks out across the board: from "usable" to "easy to use"

1. American (TI/ADI) mainstream alternative matrix

• Shanghai ChenyuCYD7606S: pin-to-pin compatible,SNR 96dB(Slightly more than AD7606), 40% cheaper
• Core interconnectCL1606: Synchronous sampling, low power consumption, suitable for power/industrial control
• Linghui LixinLHA6958D: Compatible with AD7606C,500ksps, ±25V clamp
• Zhixin GongSCA7606: Indiscriminate adaptation of software and hardware,direct welding

• TPS5430 → Shengbang MicroSGM6130, SeripTPA8630
• SN65HVD230 → XinlitSIT65HVD230, NaXinMicroNS6500
• REF3030 → SeripTPR3530, Shanghai BellingBLR330

• MAX13487 → XinlitSIT13487, NaXinMicroNS13487

2. STM32 domestic replacement (led by GD, comprehensive benchmarking)

• GigaDevice GD32F405/407: pin-to-pin compatible,Main frequency 180MHz, library functions are highly compatible,35% lower price
• YatriAT32F407: Main frequency288MHz, stronger performance, compatible with peripherals
• BGIHC32F4A0:Industrial grade temperature range, vehicle specifications optional

• GD32F103: The highest market share,Price only ST 50%, ecologically sound
• Smart MicroelectronicsMM32F103, smooth sailingHK32F103：Extremely cost-effective

• Basic MCU (F103/F030):100% replacement, domestically produced "inner roll", no out of stock
• High performance (F4/H7):85% of scenes can be replaced, stability continues to improve
• Vehicle grade:Gradually break through(GD32A / Jihai APM32)

4. Market Trends and Opportunities (Q2, 2025)

1. Short term: price increase + continuation of shortage

• American：TI/ADIAnother 5%~12% increase before 6 months, delivery time 16~28 weeks
• STM: priceHigh shock,F4/H7 seriesOut of stock until Q3
• terminal: BOM cost **+3%~8%**, panel/industrial/automotive has the greatest pressure

2. Mid-term: golden period for domestic substitution (6~12 months)

• Signal Chain / Power Supply: Seripu, Shengbang Micro, Naxin MicroRapid increase in share
• MCU：GigaDevice GD32Target share 25% in 2025(from 12%→25%)
• technological breakthrough：
  • High-precision ADC (24-bit): SignalerSIG24130Replaces TI ADS1247
  • Automotive MCU: Jiefa, BYDEntering the supply chain of mainstream car companies

3. Risk warning

• American high-end：CPU/GPU/RF/ADAS chipCannot be replaced in the short term
• Quality concerns: Partly domestically producedConsistency / ReliabilityTo be verified
• price war：Mid-to-low-end domestically producedcutthroat competition, profits are under pressure

5. Summary and strategy

1. BOM localization: American series / STM material numberImmediately import 2 domestic alternatives
2. stocking strategy：
   • American / STM:It takes 3~6 months to prepare key materialsInventory
   • Domestic:Small batch verification → batch import, lock in price
3. Technology selection：
   • New projects:Prioritize domestic production(GD32 / Siruipu / Shengbangwei)
   • Old projects:Replace in batches, control risks