芯世相·2025-09-01 04:06Core Viewpoint - The semiconductor spot market remains relatively flat in August, but certain chip models are experiencing increased demand and even signs of shortages [3][10]. Group 1: Chip Models with Increased Demand - The NOR Flash model W25Q128JVSIQ has seen a price increase from around 3 RMB in July to approximately 4 RMB in August, maintaining its position as a hot search item [6][10]. - The ADXL355BEZ accelerometer has experienced a price rise from 220 RMB in June to over 300 RMB in August, driven by demand in smart automotive navigation and drone applications [11][13]. - The TI chip TPS5430DDAR has stabilized at around 0.95 RMB after fluctuating due to tariff impacts, previously peaking at 1.5 RMB [15][17]. - The LTM4644IYPBF voltage regulator has seen a price range of 250-300 RMB, with a notable price drop from a peak of 450 RMB earlier in the year [19][23]. - The BCM84891LB0KFEBG Ethernet transceiver's price surged from around 55 RMB to 200 RMB before settling at 170 RMB, still significantly higher than pre-increase levels [29]. - The TI chip THS6222IRHFR has seen a price increase from approximately 2 RMB to around 4 RMB due to rising demand [30][32]. - The MCU EFM8BB51F16G-C-QFN20R is reportedly in short supply, with prices rising to over 6 RMB, reflecting tight market conditions [33][36]. Group 2: Market Trends and Insights - The semiconductor industry is witnessing a mix of price fluctuations and demand spikes, indicating a complex market environment [3][10]. - The ongoing trends suggest that while some components are experiencing shortages, others are stabilizing or declining in price, reflecting varying levels of demand across different sectors [11][15][19].