Since the beginning of 2026, the price increase in the electronic components industry chain has continued to spread. The two international giants TI and NXP have successively announced that they willComprehensive price adjustment from April 1, superimposed on ADI, Infineon, Murata, Yageo and other manufacturers taking turns raising prices, the cost structure of the industrial chain is being deeply reconstructed.
February coincides with the Spring Festival holiday, and the overall market activity has dropped. However, the logic of price increases continues to ferment, and memory, passive components, power devices, analog chips, MCUs, etc. have all entered a price increase cycle.In the context of high supply chain volatility,Guaranteeing supply of strategic materials and reducing costsIt has become the core decision-making topic of the company throughout the year.
Chuangxin Index relies on IC trading network transaction big data to present market changes in a panoramic view from the dimensions of price, shipment, inventory, demand and other dimensions. The following is a complete market review and in-depth analysis of hot models in February.
1. The core driver of this round of price increases: four factors resonate, and value shifts to the technology side.
1. Rising cost floor: skyrocketing prices of precious metals and raw materials
Prices of basic materials such as copper, silver, gold, and tin continue to hit record highs:
- Copper price breaks100,000 yuan/ton, a year-on-year increase of over 35%
- Silver surged from 5,900 yuan/kg to18,000 yuan/kg, an increase of over 200%The cost of raw materials has pushed up MLCC, connectors, power devices, packaging and other links across the board, creating rigid cost pressure on the entire industry chain.
2. AI engine siphoning production capacity: structural supply and demand imbalance
AI servers’ demand for components is growing at a devouring rate:
- MLCC usage is for normal serversseveral times to 10 times
- The demand for high-power MOSFET, IGBT, HBM, and DDR surges simultaneouslyThe production capacity of wafer fabs is tilted towards advanced processes.The 8-inch mature process is severely squeezed, general-purpose MCUs, analog chips, and power chips are in short supply.
3. Whole chain conduction + structural differentiation
Price increases are transmitted from upstream metals and fiberglass cloth to chips, passive components, PCBs and even terminals.
- AI, automotive electronics, and industrial control products: supply exceeds demand and has the highest growth rate
- General materials for consumer electronics: weak demand, weak transmission of price increases
4. Reconstructing the value of the industrial chain
- Those who master core materials and technologies: build a value fortress
- High-end chips, automotive-grade devices, and power devices: gain pricing power
- The mid- to low-end barrier-free link: reduced to a cost depression, and profits continue to be squeezed
2. The core index market in February: the popularity has dropped, but the main line of price increases remains unchanged.
1. Top 10 popular categories (generally declining month-on-month)
- Microcontroller (MCU) -35.59%
- Flash -28.35%
- MOSFET -34.01%
- Op amp -27.76%
- DC-DC converter -36.35%
- Rectifier -33.56%
- Linear regulator -33.65%
- Memory (DRAM) -33.60%
- FPGA -26.29%
- General Bipolar Transistor -32.51%
2. Popular brands TOP10
- TI -31.84%
- ADI -35.06%
- Nexperia -35.04%
- onsemi -33.62%
- ST -36.79%
- Microchip -31.46%
- Infineon -30.56%
- Micron -31.06%
- Diodes -32.73%
- UMW -35.50%
Although search volume declined month-on-month during the Spring Festival,Memory, power chip, MCU, IMUIt still occupies the core of hot searches, and the main line of price increase is very clear.
3. Top 50 hot searches in February: Storage and IMU lead the list, with TI and ST dominating the list
February’s hot search list starts withNOR Flash, DRAM, IMU, MCU, power chipMainly, many models bucked the trend and rose, highly bound to the price increase:
- W25Q128JVSIQ(Winbond NOR Flash) ranks first
- TPS5430DDAR(TI DC-DC) Popularity surges due to price increase expectations
- ICM-42688-P(TDK IMU) has become a structural necessity
- STM32F405RGT6 / F103C8T6(ST MCU) Supply and demand continue to be tight
- MT41K256M16TW-107:P(Micron DDR3L) core target of storage price increase
- ISL99390FRZ-TR5935(Renesas power level) AI server core device
Overall,Memory volume and price are rising, TI series are gaining popularity across the board, ST MCU shortages are intensifying, and drones and AI computing power-related devices are exploding., forming the four main lines of the market in February.
4. Search volume soared TOP20: price increase + hot applications dual drivers
February’s top picks are focused on:
- storage class：DRAM、NOR Flash、eMMC
- Sensor/IMU：LSM6DSV16XTR, ICM series
- TI power chip：TPS5430DDAR、TPS51200DRCR
- AI computing power device：ISL99390FRZ-TR5935
- FPGA and RF：Intel, Qorvo, etc.
Soaring model height correspondenceIndustry, automobiles, servers, drones, communicationsContour boom track.
5. Inventory increase and decrease list: Storage continues to be destocked, and some general materials are replenished.
Inventory growth TOP10
Mainly sensors, general logic chips, and some TI power devices, the market is experiencing phased replenishment.
Inventory decline TOP10
almostMicron、Samsung、NanyaThe dominance of other memory chips reflects that industry inventories are at extremely low levels and the supply gap continues to expand, providing strong support for price increases.
6. In-depth analysis of key brands and models
1. TI: The second price increase on April 1, with the entire series rising in volume and price
TI will implement its second comprehensive price increase this year on April 1.
15%–85%, covering power supply, simulation, isolation, and industrial control chips.
Representative models:
- TPS5430DDAR: Continuous surges before and after the holidays, and prices rise simultaneously
- TMS320F28335PGFA：C2000 industrial control MCU, the quotation exceeds 100 yuan
- INA139NA/3K、INA226、ADS1115、ISO1050Waiting for strength across the board
TI's analog chip boom has clearly rebounded, and downstream costs and supply risks have intensified.
2. ST: 8-inch production capacity is tilted, general MCU is in short supply
ST prioritizes 8-inch wafers for automotive MCUs and SiC, and the general F1/F4 series production capacity is compressed:
- STM32F405RGT6：UAV flight control master, ranking first in the hot search
- STM32F103C8T6: The popularity of the classic model has rebounded, but it is not as strong as F405
- F030、H743、F407Full range of synchronous heating
Global 8-inch production capacity is expected to shrink by 2.4% in 2026, further exacerbating supply constraints.
3. NXP: Price adjustment on April 1, industrial MCUs are strengthening simultaneously
- LPC1768FBD100、LPC1788Industrial PLC/Motor Control Core
- MMA8452、PCF8563TExpected search volume to rise with price increase
4. Memory: AI squeezes production capacity, DDR3/NOR Flash surges
- MT41K256M16TW-107:P: DDR3L has huge demand and prices are rising unilaterally
- W25Q128JVSIQ: Mainly rising in January, stabilizing at high level in February
- Prices of DRAM, NAND, and NOR Flash have increased across the board, with niche storage experiencing particularly rapid increases.
5. The explosion of hot applications
- drone：EFM8BB21 (Electronic Control), STM32F405 (Flight Control), MP9943, ICM-42688-P
- AI server：ISL99390FRZ-TR5935 high current power stage
- Automotive + Industrial：C2000 series, LPC series, CAN transceiver, isolation device
7. Summary and Outlook
In 2026, the component market has entered a new stage dominated by price increases, structural differentiation, shortage of production capacity, and rising values:
- TI and NXP will make centralized price adjustments on April 1, and the price increase wave has entered a period of full implementation.
- The shortage of 8-inch wafers lasts throughout the year, and general MCUs and analog chips continue to be in tension
- Storage prices continue to rise due to AI capacity siphoning, and DDR3/NOR Flash rigidity gap is significant
- Drones, AI servers, and automotive electronics have become the strongest demand engines
- Guaranteeing supply, reducing costs, substitution and inventory management have become the core tasks of procurement
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