Since the holiday, the component market has been unstable.TI and NXP have successively announced official announcements or news of price increases, once again adding huge variables to the market.At the same time, other traditional Internet celebrity materials are also gaining popularity.It can be seen from the recent hot search pattern that changes in supply and demand are exerting a complex influence on the market.Through the lens of the Chuangxin Index, we can also start from specific models and start from multiple dimensions to understand the areas in which key changes have occurred.
TPS5430DDAR
First of all, news of TI price increases continues to ferment, and the popularity of corresponding materials has also increased significantly.It is reported that TI will launch its second comprehensive price increase on April 1, 2026. The increase is expected to be between 15% and 85%, covering all customers, involving digital isolators, isolation driver chips, power management ICs and other core products. This is also its second comprehensive price adjustment in the short term. Previously, it has completed price adjustments of 10% to 30% in key areas such as industrial control and automotive electronics.TPS5430DDAR is TI's step-down DC-DC converter with an input voltage range of 5.5V to 36V. It belongs to the TPS543x series of high output current PWM converters and is widely used in industrial control, communication equipment, consumer electronics, medical equipment and other fields.
This model is a general-purpose material and usually has a high search volume base.It can be observed that its search volume has increased significantly before the Spring Festival, and it has refreshed the previous high after the Spring Festival.Such a distinct trend is directly related to TI's recent price increase, and the demand for stocking up on the application side after the holiday has further boosted the popularity.At the same time, the price of this model has also increased in step with the search volume. Specific data can be obtained from the Chuangxin Index price index and cloud price functions.
TMS320F28335PGFA
This model belongs to TI's C2000 controller series, which has been a hot-search topic in the past. Its application fields include industry, renewable energy systems, power equipment, etc.
Since the second quarter of last year, the popularity of this material has been tepid until it experienced a sharp rise in the post-holiday period, with some suppliers' quotations rising to more than 100 yuan, echoing TI's overall price increase trend.
There are many TI materials that have heated up significantly recently, representative ones include:
- INA139NA/3K: High-side current sense amplifier, the search volume has increased significantly recently, and the supplier's quotation has also increased significantly.
- TPS82130SILR: A highly integrated DC-DC step-down module that integrates a power inductor and a synchronous step-down converter into a small package. The search volume and supplier quotations have increased significantly recently.
- INA226AIDGSR: digital current/voltage/power monitor, integrating 16-bit ADC and I2C interface, its popularity continues to rise with the price increase of TI.
- ISO1050DUBR: Isolated Controller Area Network (CAN) transceiver, driven by the overall market atmosphere, the search volume increased significantly.
- ADS1115IDGSR: 16-bit precision low-power analog-to-digital converter (ADC). The search volume has increased before the holiday. Recently, with the price increase of TI, the search volume and quotation have increased significantly.
- TMS320F28034PNT: It belongs to the C2000 series controller and heats up synchronously with TI's overall popularity.
- SN65HVD230DR: 3.3V Controller Area Network (CAN) bus transceiver, the demand is increasing with the growth of industrial and automotive electronics fields.
The rise in volume and price of many TI core materials is the result of a combination of three factors: structural explosion in demand, rising costs in the industry chain, and strategic adjustments by giants.Industry insiders pointed out that the demand for artificial intelligence servers, electric vehicles and industrial equipment continues to support the market for analog and power management chips, and TI's price changes directly affect the short-term price trends in distribution and spot markets. This also confirms the real recovery of the simulation field and warns downstream customers that cost pressures and supply risks are continuing to intensify.
EFM8BB21F16G-C-QFN20R
This model is an 8-bit MCU from the Busy Bee series of the Silicon Labs brand, and Silicon Labs will be acquired by TI.The recent increase in searches for this material is mainly related to the wide application in the UAV electronic speed controller (ESC) market. Its core application is as the main control chip for the electronic speed regulator of UAVs. In addition, it can also be used in many fields such as motor control, consumer electronics, and medical equipment.
STM32F405RGT6
This model is a high-performance 32-bit ARM Cortex-M4 core MCU of the STM32F4 series, with a maximum frequency of 168MHz, 1MB Flash and 192KB SRAM.Due to the matching parameters and performance, this model is widely used in the UAV flight control market. In addition, it is also suitable for industrial control, medical equipment and other fields.
This model has maintained high popularity on weekdays, and its search volume has increased significantly recently, even rising to the top of the hot search list. This is obviously closely related to demand-side factors.From the supply side, it is currently reported that ST will give priority to allocating 8-inch wafer production capacity to high-margin businesses such as automotive-grade MCUs and SiC power devices. General F1/F4 series production capacity has been greatly reduced, and some model original manufacturers have suspended new orders.The current 8-inch wafer market is experiencing factory closures and price increases. TSMC and Samsung have successively reduced or even closed some 8-inch production lines. Global 8-inch production capacity is expected to shrink by 2.4% in 2026, further exacerbating the tight production capacity of general-purpose MCUs, which also constitutes the core fundamentals for the popularity of this model.
STM32F103C8T6
This model is a classic model of the STM32F1 series, and it has also been a hotly searched model for a long time in the past.However, as the market hot spots have changed since the beginning of the year, other materials have taken away the top spot in a few months.Under the common supply and demand fundamentals of STM products, the search volume of this model has also increased significantly, but the popularity is not as intense as the recent STM32F405RGT6.
In the STM32 series, products at different levels such as STM32F030C8T6, STM32H743VIH6, STM32H743VIT6, and STM32F407VGT6 are also gaining popularity, reflecting that ST’s full range of products is experiencing the same changes in supply and demand fundamentals, and the impact of tight 8-inch wafer production capacity continues to be highlighted.
LPC1768FBD100
This model is NXP's classic ARM Cortex-M3 core MCU, which highly integrates a variety of common interfaces and functions into one chip. It is suitable for industrial PLC, motor control, motion control and other types of applications.This material has a certain basic popularity, and the recent significant increase in search volume is closely related to the news that NXP is about to increase prices. It is said online that NXP will implement price adjustments for some products starting from April 1, 2026. The reason is that the cost of key links such as raw materials, energy, labor, and logistics has increased, and different customers have different perceptions of price increases due to different volumes and order quantities.Of course, this chip has been widely used in the industrial field, which has also laid the foundation for its substantial growth in popularity.
In addition to this model, NXP's recently popular materials include controller LPC1788FBD208, accelerometer MMA8452QR1, clock chip PCF8563T/5, etc., which together reflect the chain changes in the market caused by demand-side recovery and original factory price increases.
MP9943GQ-Z
This model is MPS's high-frequency, synchronous rectification step-down switching converter chip. It can achieve high current output in a compact package and is suitable for power supply designs with limited space.This model has become popular many times before, and its search volume has increased significantly recently.Its typical application fields include consumer electronics, industrial control, etc., and many features are particularly suitable for drone solutions, echoing the recent explosion in demand in the drone field.
MT41K256M16TW-107:P
This model is Micron's DDR3L memory chip, which is widely used in many fields such as industrial control, network communication equipment, consumer electronics, computing equipment and servers, and automotive electronics.Against the background of global memory price increases, the popularity of this model continues to rise, and post-holiday search volume quickly rebounded to pre-holiday high levels.
The price increase of this model has continued to this day, out of a completely unilateral increase. This is highly consistent with the overall price increase of memory, especially DDR3 memory.Currently, memory price increases are sweeping across the world. Some products have increased by 3 to 4 times, and are even more expensive than gold. The core reason is that global storage factory production capacity is sharply tilted towards more profitable AI servers, squeezing the supply of consumer-grade and industrial-grade memory, resulting in structural shortages.DDR3 memory production capacity is scarce but there is still huge rigid demand. In particular, the advancement of automobile intelligence has further intensified the demand for DDR3, causing the shortage of this type of memory and the price increase to continue to escalate.
W25Q128JVSIQ
This model is Winbond's 128Mb SPI NOR Flash, which is widely used and covers industrial, consumer electronics, network communication equipment, automotive electronics and other fields.This material has been at the top of the popularity list for a long time. The popularity reached its peak before the Spring Festival, but the search volume did not rebound to the previous level after the holiday.
Judging from the price trend, the main price increase of this model occurred in January this year, and has remained in the high range since February, and has stabilized so far.Combined with the analysis of search volume changes, the market has entered a short-term equilibrium point, and the most tense stage may have passed. Future market changes require continued attention to the overall supply and demand pattern of memory and the adjustment of 8-inch wafer production capacity.
ICM-42688-P
This model is an inertial measurement unit (IMU) from TDK. It integrates a 3-axis gyroscope and a 3-axis accelerometer and features ultra-low noise, high accuracy, and low power consumption.The search volume for this material continued to rise, and quickly rebounded to the pre-holiday high after the holiday, indicating that it has developed from a staged hot spot to a structural rigid demand.The explosion of demand in application fields such as drones, wearable devices, and robots is the core driver of the material's continued rise in popularity.
ISL99390FRZ-TR5935
This model is a 90A high-current intelligent power stage module from Renesas/Intersil. It is mainly responsible for efficiently converting input voltage into low-voltage and high current (such as the core voltage of CPU and GPU), and reporting current and temperature information in real time. Its application fields include servers and data centers, network and communication equipment, electric vehicles and charging piles, and industry.
The number of searches for this chip has increased significantly recently, and supplier quotes have also jumped significantly.This is undoubtedly a typical epitome of the current explosion of AI computing power infrastructure and the tight supply chain of high-end power chips - the increase in computing power and power consumption of AI servers has led to a surge in demand for power management chips, while the tight 8-inch wafer production capacity has further exacerbated the supply gap of high-end power chips, driving prices to soar.
Conclusion
The recent hot search materials clearly outline the changes in the component market caused by multiple factors.TI and NXP have successively joined the price increase trend, STM has tightened supply due to the adjustment of 8-inch wafer production capacity, and memory has fallen into a structural shortage due to the explosion of AI demand. Coupled with the explosion of important demand ends such as drones and AI servers, the market structure is rapidly being restructured, causing industry challenges and development opportunities to emerge at the same time.
Faced with a market environment in which the transmission effect is becoming increasingly rapid, it can be said that the rule of victory is to be fast and not to break.As the first domestic electronic components trading platform, IC Trading Network has 500,000 registered members, 8.5 million valid product models, and a daily query volume of 900,000 times. Combined with the big data support of Chuangxin Index, it has formed a platform + big data combination solution that will help corporate customers accurately grasp the demand context, avoid supply risks, efficiently grasp industry business opportunities, and cope with the current complex market changes.
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