芯世相·2025-05-27 06:07Core Viewpoint - The current spot market for chips has cooled down compared to last month, with many previously hot models experiencing a decline in demand and prices. However, there remains active demand for storage and analog chips from various brands, presenting market opportunities [3]. Group 1: Upcoming Product Changes - The eMMC chip KLM4G1FETE-B041 is set to be discontinued, with its price rising from approximately 15 yuan to around 30 yuan since May. The last order date is June 30, 2025, and the final shipment date is March 31, 2026 [6][4]. Group 2: Price Trends of Key Components - The LTM4644IY / LTM4644IYPBF voltage regulator has seen a significant drop in demand, with prices falling from 450 yuan in April to about 360 yuan currently [11][10]. - The STM32F103C8T6 MCU remains popular but has experienced a price decline from around 5.5 yuan in April to between 4 and 4.5 yuan this month [14][15]. - The MP9943GQ-Z chip has seen increased demand, with prices rising to approximately 3.5 yuan, surpassing last year's levels [20][19]. - The DDR4 chip H9HCNNNBKMMLXR-NEE has seen a price increase from around 30 yuan to approximately 45 yuan, attributed to reduced production from suppliers [24][23]. - The SE5004L-R RF amplifier has experienced a price surge from about 15 yuan to around 50 yuan, with some quotes exceeding 60 yuan due to high demand and limited supply [26][25]. - The ADL5561ACPZ-R7 amplifier has seen a price decrease from over 60 yuan at the beginning of the year to around 50 yuan [28][27].