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Price Hikes Reshape Hotspots; Supply-Chain Restructuring Deepens——March 2026

Updated: 2026-03·8 min read
Hot part numbers in this report
STM32F405RGT6TPS5430DDARSTM32F103C8T6ICM-42688-PTMS320F28335PGFAW25Q128JVSIQINA139NA/3KSTM32F407VET6TPS82130SILRSTM32F103RCT6MT41K256M16TW-107:PW25Q64JVSSIQKLM8G1GETF-B041LSM6DS3TR-C
March broke the seasonal pattern. Every major category's search volume jumped month over month — well beyond any holiday effect — driven directly by the spreading hike wave. Memory, analog, power and passives all climbed as suppliers disclosed more hike plans. The market is moving from a memory-led up-cycle to a broadly multi-category one.

What Buyers Are Searching For

All categories jumped MoM — MCU +224%, DC-DC converters +197%, Flash +130% led the move, with only minor rank reshuffling inside the list.

Every brand rose too; TI and ST grew far stronger than the field, pulling the center of gravity toward the two majors as hike anticipation built.

Search-volume heat, March 2026. Left: top categories. Right: top brands. (MoM = month over month.)

RankCategoryMoM ChangeRankBrandMoM Change
1MCU+224.26%1TI+193.51%
2Flash Memory+130.18%2ADI+145.17%
3DC-DC Converters+197.86%3ST+206.70%
4MOSFET+147.06%4onsemi+133.96%
5Op-Amps+163.61%5Nexperia+103.43%
6LDO Regulators+160.48%6Microchip+148.42%
7Rectifiers+129.82%7Infineon+146.43%
8DRAM+127.12%8Micron+123.39%
9FPGA+153.13%9Diodes+158.65%
10Transistors+128.15%10UMW+152.41%

Top 50 Searched Part Numbers

STM32 MCUs take the top of the chart this month, with TI analog and power parts thick throughout — a list that reads like the hike headlines.

Top 50 by buyer search volume, March 2026. Three columns of rank / part / manufacturer.

#Part NumberMfr#Part NumberMfr#Part NumberMfr
1STM32F405RGT6ST18W25Q32JVSSIQWinbond35TPS82085SILRTI
2TPS5430DDARTI19MP9943GQ-ZMPS36PRTR5V0U2XNexperia
3STM32F103C8T6ST20W25N01GVZEIGWinbond37TPS54331DRTI
4ICM-42688-PInvenSense21LIS3DHTRST38TPA3116D2DADRTI
5TMS320F28335PGFATI22MT41K256M16TW-107 IT:PMicron39K4B4G1646E-BCNBSamsung
6W25Q128JVSIQWinbond23STM8S003F3P6TRST40GD25Q128ESIGRGigaDevice
7INA139NA/3KTI24ISO1050DUBRTI41BMI088Bosch
8STM32F407VET6ST25STM32F407VGT6ST42LSM6DSV16XTRST
9TPS82130SILRTI26ADS1115IDGSRTI43STM32F103VET6ST
10STM32F103RCT6ST27STM32H743VIT6ST44STM32F103CBT6ST
11MT41K256M16TW-107:PMicron28STM32F030C8T6ST45LM5164DDARTI
12W25Q64JVSSIQWinbond29BMI270Bosch46SN65HVD230DRTI
13KLM8G1GETF-B041Samsung30INA226AIDGSRTI47ICM-42607-PInvenSense
14LSM6DS3TR-CST31LM358DRTI48MT41K128M16JT-125:KMicron
15LIS2DH12TRST32STM32H743VIH6ST49ULN2003ADRTI
16ICM-42670-PInvenSense33AD9361BBCZADI50W25Q256JVEIQWinbond
17TPS51200DRCRTI34TPS54302DDCRTI

Top Risers

Rising searches are led by TI power/management and ST automotive parts — the fastest movers mirror the month's price actions.

Top risers, March 2026. Left: ranks 1–10. Right: ranks 11–20.

RankPart NumberMfrRankPart NumberMfr
1DRV8332DKDRTI11TMS320F28035PNTTI
2STM32F405RGT6ST12MP9943GQ-ZMPS
3NTMFS5C430NLT1Gonsemi13TMS320F28377DPTPTTI
4INA139NA/3KTI14DRV8432DKDRTI
5TPS82130SILRTI15TPS54560BDDARTI
6STM32H743VIH6ST16S34ML04G200TFI000SkyHigh Memory
7TPS82085SILRTI17LPC1768FBD100NXP
8STM32F722RET6ST18TPS54240DGQRTI
9TMS320F28335PGFATI19ISL99360FRZ-TRenesas
10KXTJ3-1057ROHM20MSP430F5438AIPZRTI

Inventory Shifts: Where Supply Is Really Tight

Inventory gains show TI LDOs and ASMedia interface parts; drawdowns follow the surging search lines as buyers pull ahead of hikes.

Inventory Increasing — Top 10

RankPart NumberMfrRankPart NumberMfr
1TLV709A33DBVRTI2ASM3142ASMedia
3BSC007N04LS6SCInfineon4W78E052DPGNuvoton
5TPSM82821ASILRTI6CXDB4CBAM-MK-ACXMT
7SKY66391-12Skyworks8MT62F1G64D4EK-023 AAT:CMicron
9LAN9730I-ABZJMicrochip10F2912NCGI8Renesas

Inventory Decreasing — Top 10

RankPart NumberMfrRankPart NumberMfr
1NT6AN512T32AV-J2Nanya2RS512M32LX4D2BNR-53BTRayson
3STL15DN4F5ST4IS43QR16512A-083TBLIISSI
5FLXW2004G-P1FORESEE6XT28EG08GA1SLECGAXTX
79DBL0452CKILFTRenesas8UCC256402ADDBRTI
9NT5AD512M16C4-HRINanya10RZ7899RZ

What This Means for Your Supply Chain

Move before hikes land. With everything up, pre-build stock on MCU, power and analog now. Follow the majors' build-out. ST local China output and ADI's Thailand plant change where supply lands — align your sourcing. Qualify fast. The multi-category surge means broader exposure; accelerate alternate qualification.

For distributors, the edge is breadth — be ready across MCU, analog and power as the hotspot map widens.

Segment-by-Segment Outlook

Microcontrollers: STM32 surging on hike anticipation; lead times risk stretching.

Memory: Still climbing; now part of a broader up-move, not alone.

Analog & Power: Hike plans disclosed across the field; allocate early.

Supply chain: Localization (ST China, ADI Thailand) reshapes the geography of supply.

Leading Electronics is an independent distributor of electronic components based in Hong Kong. We focus on urgent shortage supply, cost-down programs, hard-to-find and obsolete (EOL) parts sourcing, and excess inventory handling — with original, traceable stock and third-party lab verification.

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