Analog component:
After the tariff storm, TI in the spot market demand is slightly less than ADI. TI demand and price return normal, once there is a real demand and price war will start again.
ADI spot prices have fallen back a lot but still firm, strong demand, pricing of hot parts remain high.
Logic component:
This month's situation is similar to last month's, Cyclone series and MAX series spot demand and price rise at the same time.
XILINX will implement a quota measurer for 16/20/28nm series devices, and the delivery time will be longer than before. Special part of the Kintex7, Virtex7 will be implemented exclusively for customers in the Chinese region of the model version.
MICROCHIP announced this month a 30% price reduction on PolarFire FPGA and SoC, primarily models beginning with MPFx.
MCU:
ST inventory level has not yet improved, before the original factory has not changed the price policy, some spot channel dealers choose to ship at a small loss for cash; for example, the heat of general-purpose series 32F429/32F103 has been reduced, and the price slipped.
MICROCHIP storage class EEPROM spot prices rose slightly, general-purpose 8/16-bit MCU delivery time is shortened.
NXP automotive MCU demand has become strong, the trend of futures delivery period lengthened, spot prices have risen.
Discrete:
Lead times remained stable with a downward trend in prices and an average lead time of 10-16 weeks.
ONSEMI spot demand is low, focusing on individual discontinued parts.
VISHAY rectifiers prices are at a stage suitable for purchase, price fluctuations are small and stable.
INFINEON high and low voltage MOSFET delivery time has a tendency to lengthen, is currently about 8-22 weeks, part of the industrial class shortage items prices rose slightly; IGBT delivery has not yet eased 12-42weeks or so.
Passive:
Mainly due to the growth of IT infrastructure investment such as AI servers, automotive industry only China market still increase, but for the overall performance in 2025 ,it’s forecasted that growth will be limited.
Tantalum capacitor lead time has lengthened, Kemet/Yageo, AVX lead time is mostly around 20-50 weeks.
MLCC is currently the fastest growing segment for the passive components, the current AI industry's hot stimulation of MLCC demand is also becoming more and more obvious.
Connector earlier by the impact of tariff policy, the United States connector brand demand for a temporary suspension, is now resuming gradually.
Memory:
Benefited from the U.S. suspension of tariff increase, which promoted the market's short-term stocking, coupled with the overall pricing rise; in the original factory discontinued part of the DDR4, production reduction of LPDDR4X, which caused the pricing tend to rise.
DRAM: DDR4 pricing continue to go up, some suppliers are reluctant to sell, DDR4 rose more than DDR5.
NAND FLASH: the market is overall silent, the market transaction activity is not enough, the target price from customer is low.
