Quick overview of hot search materials: Server / Radio Frequency / Communications / AI

1. Radio frequency protection and limiting (wireless/base station/test)

SKY16602-632LF (Skyworks, PIN + Schottky integrated protection diode)

• Frequency band:0.2–4GHz, low threshold (+5dBm), low insertion loss (0.3–0.5dB)
• Applications: Cellular base stations, WLAN/WiMAX, receiver LNA protection, test instruments
• Market: Search volume fluctuates higher and inventory continues to decrease →Strong demand

CLA4603-085LF (Skyworks, high power limiter)

• Frequency band:10MHz–10GHz+, parallel PIN, suitable for large signal scenarios
• Temperature range: -55℃ to +150℃, industrial/automotive grade reliability
• Quotes: Search volumesurge, prices rose sharply, and inventory was quickly sold out after reaching a high level →rush for goods

2. Optical communications and high-speed interconnection (data center/industrial)

HFBR-1414TZ (Broadcom, ST threaded fiber optic transmitter)

• Scenarios: Industrial, power generation/distribution, medical fiber optic links
• Quote: Search volume ↑, inventory ↓→Stronger demand

BCM56980B0KFSBG (Broadcom, high-end Ethernet switching chip)

• Port: 32×400GbE/64×200GbE/128×100GbE,12.8Tb/sBandwidth
• Scenario: AI data center, top-of-rack/aggregation/backbone switch
• Market situation: Search volume has been high since June, inventory is less than four digits →AI computing power core is just needed

3. AI server core memory (HBM)

KHAA84901B-JC17 (Samsung, HBM2E high bandwidth memory)

• Specifications: HBM2E,3.6Gbps+, up to 12-layer stacking, 409.6GB/s bandwidth
• Driver: High growth in AI server shipments (estimated to be 1.67 million units in 2024, +41.5%)
• Market situation: Search volume has been high since May and supply has increased →AI computing power core bottleneck

4. Power management (server/industrial/telecommunications)

PI3740-00-LGIZ (Vicor, DC-DC buck regulator)

• Input: 12/24/48/60V, suitable for battery charging, telecommunications/networking/industrial/lighting
• Market situation: June and current double peaks, long-term inventory<1000 pieces→high demand

5. Radio frequency transceiver and analog-to-digital conversion (5G/base station/industrial)

AD9361BBCZ (ADI, 2×2 RF transceiver)

• Frequency band:70MHz–6GHz, covering mainstream cellular/unlicensed frequency bands
• Integration: 12-bit DAC/ADC, high performance, high integration, low power consumption
• Scenarios: 5G base stations, point-to-point communications, general radio, factory automation, medical
• Market situation: search volume rebounded, price 300 + yuan, sufficient inventory →5G and Netcom recover

AD7606BSTZ (ADI, 16-bit ADC)

• Specifications: 6 channels, 200kSPS, -40℃ to +85℃
• Scenario: instrumentation, industrial control, medical treatment, communication base station
• Market situation: Search volume has been increasing continuously since May, the price is about 80 yuan, and the inventory is sufficient →Resonance between industrial and communication needs

6. Market judgment

1. AI server: Shipments increased throughout the year, drivingHBM, high-speed switching chip, optical module, power managementGood business across the board.
2. RF/Communication: 5G base stations are picking up, and demand for industrial wireless and test and measurement is on the rise.Limiters, transceivers, ADCsHeat rises.
3. Expected during peak season: Q4 will be shipped together with new mobile phones, AI PCs and servers.Netcom and RF materialsIt is expected to remain tight.