Hike Fundamentals Persist; Certainty Emerges Amid Challenges——January 2026
What Buyers Are Searching For
Every tracked category posted a month-over-month search decline, but memory held up far better than the field — Flash fell just 0.30% and climbed back to the #2 spot right behind MCU, a direct read on the memory up-cycle. The rest of the field moved little in rank.
On brands, Micron's search drop was markedly smaller than peers and its rank kept climbing, tied to the memory story; other majors slipped in step, signalling a market structure that is simply carrying over.
Search-volume heat, January 2026. Left: top categories. Right: top brands. (MoM = month over month.)
| Rank | Category | MoM Change | Rank | Brand | MoM Change |
|---|---|---|---|---|---|
| 1 | MCU | -25.71% | 1 | TI | -26.35% |
| 2 | Flash Memory | -0.30% | 2 | ADI | -24.36% |
| 3 | MOSFET | -27.66% | 3 | Nexperia | -39.32% |
| 4 | Op-Amps | -24.02% | 4 | onsemi | -27.20% |
| 5 | Rectifiers | -29.70% | 5 | ST | -23.76% |
| 6 | DC-DC Converters | -24.04% | 6 | Microchip | -30.01% |
| 7 | LDO Regulators | -26.43% | 7 | Infineon | -26.48% |
| 8 | DRAM | -6.04% | 8 | Micron | -8.40% |
| 9 | Transistors | -34.98% | 9 | UMW | -26.55% |
| 10 | FPGA | -21.97% | 10 | NXP | -29.10% |
Top 50 Searched Part Numbers
Winbond Flash parts (W25Q series) lead the chart alongside STM32 MCUs; memory and controller families dominate the top of buyer interest even as the broader list cools.
Top 50 by buyer search volume, January 2026. Three columns of rank / part / manufacturer.
| # | Part Number | Mfr | # | Part Number | Mfr | # | Part Number | Mfr |
|---|---|---|---|---|---|---|---|---|
| 1 | W25Q128JVSIQ | Winbond | 18 | W25Q256JVEIQ | Winbond | 35 | MT40A1G16TB-062E:F | Micron |
| 2 | ICM-42688-P | InvenSense | 19 | 74HC595D | Nexperia | 36 | BAT54S | Nexperia |
| 3 | W25Q64JVSSIQ | Winbond | 20 | MT40A512M16TB-062E:R | Micron | 37 | STM8S003F3P6TR | ST |
| 4 | KLM8G1GETF-B041 | Samsung | 21 | K4B4G1646E-BCNB | Samsung | 38 | LIS2DH12TR | ST |
| 5 | STM32F103C8T6 | ST | 22 | MT41K128M16JT-125:K | Micron | 39 | STM32F030C8T6 | ST |
| 6 | W25Q32JVSSIQ | Winbond | 23 | LM358DR | TI | 40 | MT25QL128ABA1ESE-0SIT | Micron |
| 7 | MT41K256M16TW-107:P | Micron | 24 | BMI270 | Bosch | 41 | SDINBDG4-8G | SanDisk |
| 8 | MT41K256M16TW-107 IT:P | Micron | 25 | STM32F103VCT6 | ST | 42 | AD7606BSTZ | ADI |
| 9 | ICM-42670-P | InvenSense | 26 | W25Q16JVSSIQ | Winbond | 43 | KLM4G1FETE-B041 | Samsung |
| 10 | STM32F405RGT6 | ST | 27 | LIS3DHTR | ST | 44 | STM32H743VIT6 | ST |
| 11 | W25N01GVZEIG | Winbond | 28 | STM32F407VGT6 | ST | 45 | TPS51200DRCR | TI |
| 12 | STM32F103RCT6 | ST | 29 | NT5CC256M16ER-EK | Nanya | 46 | MT40A512M16LY-062E IT:E | Micron |
| 13 | STM32F407VET6 | ST | 30 | K4A8G165WC-BCTD | Samsung | 47 | BAV99 | Nexperia |
| 14 | TPS5430DDAR | TI | 31 | MT53E1G32D2FW-046 WT:B | Micron | 48 | STM32F103CBT6 | ST |
| 15 | LSM6DS3TR-C | ST | 32 | THGBMTG5D1LBAIL | Kioxia | 49 | BMI088 | Bosch |
| 16 | GD25Q128ESIGR | GigaDevice | 33 | KLMAG1JETD-B041 | Samsung | 50 | ULN2003ADR | TI |
| 17 | ICM-42607-P | InvenSense | 34 | K4B4G1646E-BYMA | Samsung |
Top Risers
The fastest-rising searches lean into inertial sensors (InvenSense ICM series) and memory — early signs of where attention is concentrating as the memory cycle turns.
Top risers, January 2026. Left: ranks 1–10. Right: ranks 11–20.
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | ICM-42607-P | InvenSense | 11 | ICM-42670-P | InvenSense |
| 2 | ICM-42607-C | InvenSense | 12 | BMI323 | Bosch |
| 3 | HMC506LP4E | ADI | 13 | MT53E128M32D2DS-053 WT:A | Micron |
| 4 | TMUX1108RSVR | TI | 14 | MT29F4G08ABAFAH4-IT:F | Micron |
| 5 | TGL2209-SM | Qorvo | 15 | W9812G6KH-6I | Winbond |
| 6 | BMI270 | Bosch | 16 | H5AN8G8NCJR-XNC | SK hynix |
| 7 | TDA22590 | Infineon | 17 | MT25QU01GBBB8E12-0AAT | Micron |
| 8 | SN3257QDYYRQ1 | TI | 18 | BCM56873A0KFSBG | Broadcom |
| 9 | A3941KLPTR-T | Allegro | 19 | K4A8G165WC-BCRC | Samsung |
| 10 | MX52LM04A11XVW | Macronix | 20 | LCMXO3LF-4300C-5BG256I | Lattice |
Inventory Shifts: Where Supply Is Really Tight
Inventory gains cluster in power and interface parts (TI automotive-grade, Infineon MOSFETs); drawdowns sit in memory and analog, pointing to where real pull is landing.
Inventory Increasing — Top 10
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | AMC1300BQDWVRQ1 | TI | 2 | BSC014N06NSSC | Infineon |
| 3 | CXDB4ABAM-MK | CXMT | 4 | K4F6E3S4HM-GHCL | Samsung |
| 5 | MT62F1536M32D4DS-026 AAT:B | Micron | 6 | KLMCG2UCTB-B041 | Samsung |
| 7 | FT230XS-U | FTDI | 8 | BCP56-16-Q | Diotec |
| 9 | MT53E1G32D2FW-046AUT:B | Micron | 10 | KP3310SGA | KIWI |
Inventory Decreasing — Top 10
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | TPSM33615RDNR | TI | 2 | DGD0506AM10-13 | Diodes |
| 3 | IS61WV204816BLL-10BLI | ISSI | 4 | P2040NXN7MMC | NXP |
| 5 | NT6AN512T32AV-J2 | Nanya | 6 | MT40A1G16TD-062E AAT:F | Micron |
| 7 | AFBR-2624Z | Broadcom | 8 | MTFC32GBCAQTC-AAT | Micron |
| 9 | K4A8G085WC-BCWE | Samsung | 10 | IS22EF08G-JCLA2 | ISSI |
What This Means for Your Supply Chain
Lock memory early. Secure Flash/DRAM and key MCU lines before further moves; Micron-led memory strength means lead times can stretch without warning. Track the majors' M&A. TI and Renesas consolidation reshapes allocation — map your dependent part numbers now. Qualify alternatives. With broad search cooling, it is a good window to qualify pin-compatible substitutes and cut single-brand risk.
For distributors, the play is steady: hold memory and MCU availability, and win accounts on reliable delivery rather than price alone.
Segment-by-Segment Outlook
Microcontrollers： STM32 demand firm; with search cooling broadly, pricing is more about allocation than shortages this month.
Memory： Flash and DRAM lead the up-cycle — Flash's near-flat search and #2 rank confirm memory is the center of gravity.
Analog & Power： Broad cooling, but TI/ADI stay pivotal; watch post-M&A allocation shifts.
Passives： Stable; no acute hotspot, a calm corner amid the hike noise.
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