Although it's the off-season, stock preparation is in full swing: recent top searches include storage, power supplies, and discontinued IC materials.

 Looking back at the first half of the year, the components market experienced several key trends: a surge in demand for STM products, growing interest in U.S.-made analog devices, and a stocking frenzy driven by the discontinuation ofDDR4memory. Now, despite entering a mid-year consolidation phase, the market continues to see multiple hotspots. Among them, memory chips, power supplies, and discontinued materials stand out as major focal points-these in-demand components also reflect the broader supply and demand dynamics.

  Winbond's NOR Flash: The Memory Boom Extends Beyond DRAM

  The recent surge in DDR4 memory has drawn widespread attention, but the spotlight on memory chips doesn't end there. Currently, Winbond's NOR Flash is experiencing a steady rise in demand.

Taking the most popular model W25Q128JVSIQ as an example, its weekly search volume repeatedly hit record highs between May and June, reaching nearly 4,000 searches in the most recent week – a level surpassing the vast majority of IC components.Meanwhile, its inventory levels during this period showed a negative correlation with search volume, dropping significantly, which further confirms the current strong market demand for this component.

SN65LBC184DR: Surge in Demand for Interface Components

The SN65LBC184DR, a TI RS-485/RS-422 differential transceiver in SOIC-8 packaging with an industrial-grade operating range of -40°C to 85°C, has become a benchmark solution for RS-485 communication due to its industrial noise immunity, low power consumption, and high compatibility.

Recently, search volume for this component has spiked, while inventory levels have continued to decline, indicating strong and growing market demand.

Additionally, this component's recent popularity far surpasses that of TI's other transceiver products, including multiple models under the SN65 and SN75 series.

More broadly, the recovery in industrial and related application sectors is driving increased demand for interface components.

DRV8332DKDR: High-Demand Discontinued Motor Driver

The DRV8332DKDR, a TI three-phase motor driver now marked as NRND (Not Recommended for New Designs) on TI's official website, integrates high power density (8A drive current), industrial-grade temperature tolerance, and compact design, making it widely adopted in motor control applications.

Onsemi: Discontinued Components Gain Market Heat

Onsemi is currently seeing heightened demand concentrated in discontinued and legacy components, with some of these parts experiencing recent surges in popularity. The increased interest in these components is primarily driven by short-term market fluctuations, spanning a wide range of product categories.

Onsemi's Discontinued Product Portfolio Highlights Strategic Shift

1. NCP1650DR2G

• Type: Power Factor Correction (PFC) Controller

• Package: SOIC-16

• Application: AC/DC rectification & PFC for 50/60Hz power systems

• Key Markets: Server PSUs, industrial power equipment

2. NCV7608DWR2G

• Type: Automotive 8-Ch Configurable Driver (AEC-Q100 certified)

• Application: Headlights, wipers, power windows, seat adjustment

• Cross-Industry Use: Industrial control systems

3. NCP1014ST100T3G

• Type: Self-Powered Switcher IC

• Feature: Ultra-low standby power consumption

• Application: Consumer electronics, appliances, LED lighting

4. NB3N502DG

• Type: PLL Clock Multiplier

• Application: PLCs, base stations, medical devices, consumer electronics    

The end

The recent hot search materials cover several aspects such as memory, power chips, and discontinued materials, reflecting the direction of demand. Especially in terms of discontinued materials, the recent rapid price increase of DDR4 memory due to discontinuation is also reminding other application areas to pay enough attention to the risks of material supply, timely stock up, and seek alternative solutions.

At present, the leading role of AI in industry growth has fully affected the supply and demand of components. The pursuit of high profit products by the original factory will accelerate the discontinuation of old materials, and the demand for specific solutions and maintenance of existing equipment will also increase the demand for these discontinued materials. In summary, supply chain uncertainty is increasing, and companies need to adapt and adjust in more dimensions in order to turn challenges into opportunities.