Core Insights - The chip market in 2025 is showing signs of recovery compared to the lows of previous years, driven by tariffs, market events, and a sustained demand for storage chips [3][4] - Monthly tracking of popular chip models has revealed both transient and stable demand patterns, with certain models consistently appearing in the market [3][4] Summary by Sections Annual Stable Chip Model - The W25Q128JVSIQ, a 128M-bit SPI NOR Flash from Winbond, has been a standout model, applicable across various sectors including wearables and automotive [5][7] - Its price surged from 1.8 RMB in July to around 6 RMB by December, with a notable increase to 9-10 RMB in January 2026, indicating strong market demand [7] Consistent Presence in Market - The ICM-42688-P, a 6-axis MEMS motion tracker from TDK InvenSense, has maintained a strong market presence, with prices rising from around 9 RMB to nearly 30 RMB by December, and further escalating to 50-60 RMB in January 2026 [9][11] - The KLM8G1GETF-B041, an 8GB eMMC chip from Samsung, has also seen significant price increases, from approximately 20 RMB in April to around 120 RMB in January 2026, following a product lifecycle end notification [13][15] Power Module Performance - The LTM4644, a highly integrated DC/DC buck converter, has been consistently featured in popular models, with prices peaking at 450 RMB in April before stabilizing around 150-160 RMB [19][20][21] MCU Market Stability - The STM32F103 and STM32F407 series from STMicroelectronics have shown consistent demand, appearing frequently in popular models despite a less volatile market for MCUs [23][24][25] Impact of Market Events - The Nexperia BAV99 series, particularly the automotive-grade BAV99-Q, experienced a price spike following a market event in October, with prices reaching close to 10 RMB, reflecting the volatility in the automotive chip sector [27][28] Summary of Popular Chip Models - A comprehensive list of popular chip models for 2025 includes various types such as NOR Flash, eMMC, and IMUs, indicating diverse applications and ongoing demand across sectors [29][30][34]

有华邦的热门料号，一个月内涨幅惊人 。 热搜榜上 ，华邦 出现得更频繁 。 行业群里求购、出 货信息也肉眼可见地变密。 阅读本文你将了解： 华邦最近啥情况，需求主要集中在哪些型号上？华邦的热度是怎样变化的？ 为什么华邦火了，这是一家怎样的公司？ 01 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 华邦，最近在芯片现货市场更火了。 华邦哪些料最火？ 最近一两个月，华邦在现货市场的表现瞩目，价格与热度皆大幅上涨。以华邦最火热的 W25Q128JVSIQ 为例，近期1个月内 从 6元涨到9-10元 。 与此同时，华邦的其他料号近期热度也开始明显升高，在第三方网站热搜榜上，华邦在TOP10占 据的位置也明显变多。而在行业群里，华邦的求购与出售消息也有明显增多。 根据第三方网站热搜榜以及行业群求购出售消息，我们统计了近期华邦比较热门的型号 （ 仅供参 考，不构成交易建议） ： | 华邦近期热门芯片分析 | | | | --- | --- | --- | | 型号 | 菜蛋 | | | W25Q128JVSI ...

Core Insights - The article discusses the current trends and price fluctuations in the semiconductor market, particularly focusing on various chips that have gained attention in November 2023. Group 1: Price Trends of Specific Chips - The ICM-42688-P gyroscope has seen its price double from 13-15 RMB to around 35 RMB, with recent quotes dropping to 23-28 RMB [4][6]. - The W25Q128JVSIQ NOR Flash chip's price increased from 4 RMB to 4.5 RMB, with some recent quotes reaching 5.5 RMB [8][10]. - The KLM8G1GETF-B041 eMMC chip's price rose from 6 USD to approximately 8.5 USD this month [15][19]. - The K4UBE3D4AB-MGCL LPDDR4X chip's price surged from 30 USD to nearly 50 USD within a week [21][22]. - The TL431AQDBZRQ1 voltage regulator's price remained stable around 0.5-0.65 RMB despite increased demand [25][26]. - The GD25Q64ESIGR NOR Flash chip's price increased from 1.6 RMB to about 2 RMB due to rising demand [28][29]. - The BAV99-Q diode's market price is highly variable, ranging from 0.2 to 6 RMB, with previous prices nearing 10 RMB [33]. Group 2: Market Demand and Applications - The ICM-42688-P is widely used in AR/VR controllers, wearables, and robotics, indicating strong demand in these sectors [6]. - The W25Q128JVSIQ is essential for consumer electronics, with significant applications in automotive and PC markets, reflecting a recovery in demand [13]. - The KLM8G1GETF-B041 is a popular choice for mobile devices, with its price increase attributed to supply constraints following production halts [19]. - The K4UBE3D4AB-MGCL is utilized in high-performance applications, which explains its price surge amid high demand [22]. - The TL431AQDBZRQ1 is used in automotive applications, highlighting its importance in the automotive electronics market [26]. - The GD25Q64ESIGR is favored in embedded systems, showcasing its relevance in various electronic designs [29]. - The BAV99-Q is designed for automotive applications, emphasizing the ongoing demand for reliable electronic components in this sector [33].

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 21,000 users and offers rapid inventory clearance solutions [7] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster sales [8] Group 2: Inventory Offerings - A list of available surplus materials is provided, including various brands and models, with quantities ranging from 500 to 600,000 units [4] - The article also includes a request for specific components, indicating ongoing demand in the market [5] Group 3: Company Capabilities - Chip Superman operates a 1,600 square meter smart storage facility with over 1,000 models and 50 million chips in stock, valued at over 100 million [6] - The company has an independent laboratory in Shenzhen for quality control, ensuring that each item undergoes inspection [6]