Group 1 - The core focus of the article is the analysis of the top 20 most searched chips in the first half of 2025, highlighting the dominance of MCU and power ICs, which account for over 50% of the list [2][4] - The top three chips are TL431, GM358, and UC3842, which are recognized for their strong versatility and mature technology, establishing industry standards [7][8] - The article notes that 10 out of the 20 chips on the list have previously appeared in past rankings, indicating their stable performance and strong market validation [4][5] Group 2 - New entrants to the list include four MCU chips, showcasing the ongoing innovation and competition in the MCU segment [5][12] - The article emphasizes the strong market presence of international leaders in the MCU sector, particularly TI's C2000 series, which has maintained a dominant position in real-time control applications [14][18] - Domestic manufacturers are increasingly emerging in the MCU market, with products that directly compete with established models, indicating a shift in market dynamics [19][20] Group 3 - The power management chip market is characterized by a competitive landscape dominated by international giants like TI and ADI, which hold over 80% of the global market share [16] - The article highlights the price competition in the analog chip market, where domestic manufacturers are offering similar products at significantly lower prices, thus challenging established brands [17][20] - The demand for power semiconductor chips is expected to rise, particularly in the context of increasing penetration of electric vehicles and the expansion of charging infrastructure [20]

Core 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].