August 2025 Chip Innovation Index Analysis Report: AI Demand Drives Growth, with Frequent Emergence of New Hotspots in Networking and Storage.

In August, financial reports from AI chip-related manufacturers such as Marvell and NVIDIA revealed the industry's primary growth drivers, with numerous market trends emerging around AI applications. Among them, certain models of Marvell's Ethernet chips became trending topics, reflecting both the growing demand for network applications and potential supply chain

fluctuations following its acquisition deal with Infineon. Brands like Broadcom, Skyworks, and Realtek also had popular models. In terms of memory, traditional NOR Flash and DRAM hotspots persisted, while Infineon's FRAM products gained traction. On a macro level, whether the U.S. would impose tariffs remained the biggest variable in the supply chain. Domestically, efforts to accelerate breakthroughs in core technologies such as GPU chips were proposed, and future applications will likely see continued strengthening of domestic substitution.

Top 10 hot search categories and brands in August: overall changes are not significant, reflecting the supply and demand situation

In terms of popular categories, the ranking in August continued from the previous month, with a slight decrease in all categories compared to the previous month, continuing the trend since the second quarter. In terms of popular brands, there were only a few changes in the rankings in August compared to the previous month, with all brands experiencing a decrease, some of which were significant.

                         Popular categories in August 2025                                                                        Popular Brands in August 2025
RANKING Category                Name                     Month-on-Month Change                        RANKING Category     Brand Name    Month-on-Month Change 
      1                                  Rectifier                           -4.58%                                                       1                         TI                     -4.96%
      2                                    MCU                              -9.51%                                                       2                        ADI                  -10.58%
      3                    Transient voltage suppressor            -1.18%                                                       3                       onsemi                -4.06%
      4                                 MOSFET                            -7.69%                                                       4                         ST                    -4.95%
      5                         Operational amplifier                  -6.51%                                                       5                      Microchip            -14.73%
      6                            Linear regulator                      -9.09%                                                       6                       Infineon              -8.24%
      7                                   DC-DC                             -8.15%                                                      7                         NXP                  -6.76%
      8                     Universal bipolar transistor              -3.81%                                                       8                        UMW                 -6.20%
      9                              Flash memory                       -8.40%                                                       9                      Vishay                 -7.93%
     10                                   ADC                              -10.41%                                                     10                      Diodes              -11.61%

Among the top 50 models in August, major brands such as ST and TI maintained their original pattern of material fluctuations, but the addition of new hotspots reflects changes in the supply chain. The entry of Marvel's 88E1512 Ethernet PHY chip into the list is related to the supply chain changes that will be triggered by the acquisition of Infineon. In addition, Infineon's FRAM memory FM25V02A-GTR has also seen a significant increase in popularity. In other aspects, both ADI and TI simulation brands have added new hotspots; The popularity of storage materials such as Huabang NOR flash memory and Samsung eMMC is still high. In terms of price, the materials that increased in price during the month were concentrated in the newly added hotspots, while the prices of other materials decreased more, reflecting the continuation of the previous pattern of overall supply and demand.

The soaring materials in August generally involve network communication applications, including Broadcom Skyworks\ Brands such as Ruiyu. In addition, multiple analog devices, RF devices, FPGAs, and storage materials are also included in the list. These models generally reflect multiple market demand factors, including high-performance computing and storage, Internet of Things and edge computing, energy-efficient power management, wireless connection application expansion, and automotive electronics development.

IC demand and supply

In August, Infineon completed the acquisition of Marvel's automotive Ethernet business, which involves product line handover and may affect the supply chain. During the month, some of Marvel's Ethernet PHY models became popular. In network chips, the popularity of Broadcom related materials has increased, reflecting the growing demand for AI data centers. Before the overall market trend of ST series and NXP materials in MCU continued, the fluctuations were relatively small. Mainly simulating brands TI and ADI, each with popular materials covering fields such as accelerometers and high-end power supplies.

In terms of memory, the popularity of Huabang NOR Flash materials remained high in August; DDR4 memory still maintains a price increase trend, but with the extension of supply by Korean manufacturers, the heat has cooled down; DDR3 memory is affected by conduction, and the price has also increased; The supply of small capacity eMMC in NAND Flash has been reduced and continues to rise, and the overall NAND market may also heat up in the third quarter. In addition, the popularity of Infineon Ferroelectric Memory (FRAM) models reflects the market's demand for high-performance, high reliability non-volatile storage solutions.