Since the post-holiday holiday, the electronic components market has been extremely 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, traditional Internet celebrity materials continue to be popular.It can be seen from the recent hot search pattern that the two-way changes in supply and demand are exerting a complex influence on the market.With the help of the Chuangxin Index, we can see clearly in which areas key changes have occurred from specific models and multiple dimensions.
1. TI prices increase across the board: power supply, analog, and industrial control chips both increase in volume and price
News of TI price increases continues to spread, and the popularity of related materials has increased significantly.It is reported that TI willThe second comprehensive price increase will be launched on April 1, 2026, with an increase of 15%–85%, covering all customers and involving core products such as digital isolators, isolation drivers, and power management ICs.Previously, price adjustments of 10%–30% have been completed in industrial, automotive electronics and other fields.
Representative model
- TPS5430DDAR: TI step-down DC-DC, 5.5–36V input, industrial/communication/consumer/medical general purpose.Search volume surged before the holiday, hit new highs after the holiday, and prices rose simultaneously.
- TMS320F28335PGFA：C2000 controller, used in industrial/new energy/power equipment applications, has become extremely popular after the holidays, with quotes exceeding 100 yuan.
- INA139NA/3K、TPS82130SILR、INA226AIDGSR、ISO1050DUBR、ADS1115IDGSR、TMS320F28034PNT、SN65HVD230DRWaiting for a batch of TI core materials to appearSearch volume skyrockets + quotes jump。
TI materials collective volume and price have both increased, yesStructural explosion of demand, rising industrial chain costs, and giant strategic adjustmentsThe superposition of three factors confirms that the simulated track business is recovering, while downstream costs and supply risks are intensifying.
2. ST/NXP/MPS: 8-inch wafers are in short supply, and general-purpose MCUs are in full demand
STMicro: Production capacity is tilted towards automotive specifications, and general MCUs are in short supply
ST prioritizes allocating 8-inch wafer capacity toAutomotive MCU, SiC power devicesFor high-margin businesses, GM’s F1/F4 series production capacity has been significantly reduced, and orders for some models have been suspended.Coupled with the reduction of 8-inch production capacity by TSMC and Samsung, global 8-inch production capacity is expected to decrease by 2.4% in 2026, further pushing up general MCU prices.
- STM32F405RGT6: MCU, the main force in drone flight control, topped the list of hot searches after the holidays.
- STM32F103C8T6: The popularity of the classic model is back, but it is not as strong as F405.
- STM32F030、H743、F407Wait for the whole series to heat up simultaneously.
NXP: Following the price increase, industrial MCU popularity rises
Network transmission NXP fromPrice adjustments for some products starting from April 1, 2026, driven by raw materials, energy, labor, and logistics costs.
- LPC1768FBD100: Industrial PLC/motor control main force, search volume increased significantly.
- LPC1788、MMA8452QR1、PCF8563T/5Simultaneous heating.
MPS: Power chips benefit from drones and industrial needs
- MP9943GQ-Z: High-frequency synchronous rectification buck conversion chip, suitable for small-volume power supply design. The demand for drones and industry has driven up the search volume.
Silicon Labs: Expected acquisition by TI + Demand for UAV ESCs
- EFM8BB21F16G-C-QFN20R: Busy Bee 8-bit MCU, drone electronic control (ESC) main control, search volume continues to rise.
3. Memory price rise: DDR3 rigid shortage, AI squeezes production capacity
Memory enters a unilateral upward channel, and the core logic isOriginal factory production capacity tilts towards AI servers, consumer and industrial-grade supplies were squeezed, forming a structural shortage.
- MT41K256M16TW-107:P (Micron DDR3L): Widely used in industry/communications/automobiles, prices continue to rise unilaterally.DDR3 production capacity is scarce but demand is huge, and automobile intelligence has further boosted demand.
- W25Q128JVSIQ (Winbond NOR Flash): The main rise was completed from January to February, and the current high level has stabilized. The most stressful stage may have passed.
4. Drones, AI servers, sensors: structural rigid demand explodes
- ICM-42688-P（TDK IMU）: 6-axis inertial measurement unit, the demand for drones, wearables, and robots has exploded, changing from a hot spot to a rigid need.
- ISL99390FRZ-TR5935 (Renesas 90A power stage): AI servers, data centers, new energy vehicle power cores, search volume and quotations have jumped sharply, it isComputing infrastructure + power chip shortageA typical microcosm.
5. Transformers go overseas: 64.6 billion exports trigger global dividends for upstream components
Data from the General Administration of Customs shows:In 2025, the total export value of China's transformers will be 64.6 billion yuan, a year-on-year increase of 36%; the average price of a single unit will be 205,000 yuan, a year-on-year increase of 33%, the global supply gap reaches 30%.
This craze for going overseas is transmitted upstream and directly drives:
- magnetic materials: The demand for grain-oriented silicon steel has increased significantly with the output of transformers.
- Power semiconductor: The explosion of solid-state transformers (SST) is about to drive SiC/GaN and high-frequency transformer devices.
- Sensors and control chips: Smart transformers require a large number of current/voltage sensing and digital control chips to adapt to the power fluctuations of AI data centers.
- Insulating materials, power devices, control MCUThe whole chain benefits.
China's transformer production capacity accounts for 60% of the world's, and the industrial chain is complete and independently controllable, forming aThe whole machine goes to sea, and the components go to sea simultaneouslysynergistic dividends.
Conclusion: The wave of price increases + the wave of overseas expansion will reshape the component market structure
Recent hot-searched materials clearly outline market changes intertwined with multiple factors:
- TI and NXP start a wave of price increases;
- ST is affected by the shortage of 8-inch wafers and the tightening of general MCU supply;
- Memory has fallen into a structural shortage due to tilted AI production capacity;
- The three major demand sides of drones, AI servers and transformers overseas have exploded.
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