Recently hot-searched materials: AI-related products are often expensive, and network communications and consumer products are hot.

1. Market analysis of popular materials

1. PI3740-00-LGIZ｜Vicor Buck Regulator

   It is suitable for 12/24/48/60V DC scenarios and is widely used in telecommunications network, industrial lighting, and battery charging regulation.The search volume increased week by week, and the market price stood at 300 yuan; the inventory rebounded from less than a thousand pieces to nearly 5,000 pieces, the dispersion coefficient increased, the inventory was concentrated in a few suppliers, and the short-term supply pattern changed.
2. MAX105ECS+｜ADI wideband signal amplification chip

   For WLAN, VSAT receivers, test instruments, communication baseband signal acquisition, 800Msps high-speed sampling, high signal-to-noise ratio.Demand continued to explode in September, with spot supplies in short supply and prices remaining at a high level of over 400 yuan. This is the core hot material on the Netcom track in this round.
3. XCF32PFSG48C｜Xilinx FPGA configuration memory

   32Mb capacity, multi-partition storage adapts to multi-FPGA solutions, and supports AI computing hardware deployment.Coupled with the support from the production suspension, the search volume continues to rise, the market price has fluctuated in the high range of 2000-3000 yuan for a long time, and the long-term supply and demand are tight.
4. LTM4613IV｜ADI ultra-low noise DC/DC power module

   Wide voltage input 5-36V, integrating a complete set of devices such as inductors and MOS, suitable for telecommunications, avionics, and RF radio frequency systems.The demand for series part numbers exploded simultaneously, with search volume rising steadily for several months, and demand for high-end power solutions is strong.
5. BCM56980B0KFSBG｜Broadcom high-end switch chip

   Tomahawk 3 series, 12.8Tb/s ultra-high bandwidth, supports 400GbE/200GbE standards, and is used in AI servers, data center TOR switches, and backbone networks.Long-term supply exceeds demand, and the unit price reaches five digits. The construction of AI computing power is the core driving force.
6. MP5991GLU-Z｜MPS hot-swappable protection chip

   Integrating intelligent fuses and power MOS, focusing on data center, server, and PC protection solutions.Recently, the search volume and selling price have increased sharply simultaneously. The inventory is low and the turnover is fast. The goods are quickly digested upon arrival. The urgent demand attribute of servers is highlighted.
7. NVMFS6H800NWFT1G｜ON Semiconductor Automotive MOSFET

   AEC-Q101 automotive certification, -55℃~+175℃ wide temperature, DFN compact package.The search volume surged month-on-month in September, and the new batches were mainly new materials within two years. The overall supply margin improved, and the demand for automotive applications was released.
8. NUC029LAN｜nuvoton 32-bit industrial MCU

   The ARM M0 core integrates high-precision crystal oscillator, multi-channel ADC and PWM, and can replace the STM32 model of the same level.Inventory has shrunk rapidly from six digits to four digits, spot channels have decreased, inventory concentration has increased, and demand for industrial control and lighting control is strong.
9. ICM-42670-P｜TDK six-axis IMU inertial sensor

   Integrated three-axis gyroscope + three-axis accelerometer, suitable for wearable devices, TWS headsets, VR, and drones.The peak season for consumer electronics boosts demand, inventories are quickly reduced to low levels, and the increase in small smart hardware drives the market to heat up.
10. FUSB302BMPX｜ON Semiconductor Type-C interface control chip

    Supports USB3.1 high-speed transmission and PD fast charging, covering mobile phones, laptops, tablets and industrial communication equipment.Peak season demand boosted, prices rose, inventory dropped significantly compared with the second quarter, and consumer electronics were in urgent need of replenishment, driving shipments.

2. Overall summary of the market

1. AI and data center as core pillars

   The volume and price of high-end switches, FPGA supporting storage, server power supplies, and hot-swappable protection devices have increased, and high-value material numbers have been concentrated, becoming the main growth pole of the industry.
2. The network communications sector continues to prosper

   Netcom special chips such as high-speed sampling, radio frequency signal processing, and industrial-grade power supplies are out of stock and prices have increased, and the demand for government and enterprise network and computing infrastructure construction is solid.
3. Consumer electronics usher in peak season for repairs

   The demand for wearable device IMUs, Type-C fast charging chips, and universal replacement MCUs is picking up, and iteration of new terminal products has driven the component replenishment cycle to begin.
4. The market is structurally differentiated

   The overall industry has not yet fully recovered. The four major segments of AI, Netcom, automotive, and consumer peak seasons are particularly popular. General passive components and traditional industrial materials have mediocre performance. Segment opportunities have become the main line of the market.