Hike Wave Enters Dense Effective Period; Hotspots Concentrate in Analog & MLCC——June 2026
What Buyers Are Searching For
Every category rose month over month, with MLCC leading on both volume and rank — a direct print of the analog/MLCC hike. The rest of the field recovered off the April lull.
Brands diverged on the rebound: TI, ADI, Infineon and Diodes led the recovery, and domestic power vendor Techpublic jumped in both search and rank — local substitution gaining ground.
Search-volume heat, June 2026. Left: top categories. Right: top brands. (MoM = month over month.)
| Rank | Category | MoM Change | Rank | Brand | MoM Change |
|---|---|---|---|---|---|
| 1 | MCU | +27.24% | 1 | TI | +42.08% |
| 2 | MOSFET | +40.99% | 2 | ADI | +40.15% |
| 3 | Flash Memory | +32.00% | 3 | ST | +43.49% |
| 4 | DC-DC Converters | +40.61% | 4 | onsemi | +32.33% |
| 5 | Op-Amps | +40.75% | 5 | Nexperia | +22.03% |
| 6 | LDO Regulators | +37.21% | 6 | Microchip | +18.96% |
| 7 | Rectifiers | +32.84% | 7 | Infineon | +45.44% |
| 8 | DRAM | +40.92% | 8 | Diodes | +49.92% |
| 9 | FPGA | +26.96% | 9 | Micron | +38.01% |
| 10 | MLCC | +152.63% | 10 | Techpublic | +95.68% |
Top 50 Searched Part Numbers
STM32 MCUs and TI analog/power parts fill the chart; Infineon power (TDA series) and TI linearity parts ride the analog hike into the top.
Top 50 by buyer search volume, June 2026. Three columns of rank / part / manufacturer.
| # | Part Number | Mfr | # | Part Number | Mfr | # | Part Number | Mfr |
|---|---|---|---|---|---|---|---|---|
| 1 | STM32F405RGT6 | ST | 18 | TDA21490 | Infineon | 35 | LM5164DDAR | TI |
| 2 | ICM-42688-P | InvenSense | 19 | ISL99390FRZ-TR5935 | Renesas | 36 | MP9943GQ-Z | MPS |
| 3 | STM32F103C8T6 | ST | 20 | W25Q256JVEIQ | Winbond | 37 | TPS82085SILR | TI |
| 4 | W25Q128JVSIQ | Winbond | 21 | LM358DR | TI | 38 | REF200AU/2K5 | TI |
| 5 | MT41K256M16TW-107:P | Micron | 22 | MT40A512M16TB-062E:R | Micron | 39 | ICM-42670-P | InvenSense |
| 6 | MT41K256M16TW-107 IT:P | Micron | 23 | STM32F407VGT6 | ST | 40 | TPS54331DR | TI |
| 7 | STM32F407VET6 | ST | 24 | LIS2DH12TR | ST | 41 | LSM6DS3TR-C | ST |
| 8 | W25Q64JVSSIQ | Winbond | 25 | W25N01GVZEIG | Winbond | 42 | STM32F103CBT6 | ST |
| 9 | KLM8G1GETF-B041 | Samsung | 26 | STM32F030C8T6 | ST | 43 | NT5CC256M16ER-EK | Nanya |
| 10 | TPS5430DDAR | TI | 27 | MT41K128M16JT-125:K | Micron | 44 | MT41K128M16JT-125 IT:K | Micron |
| 11 | STM32F103RCT6 | ST | 28 | PRTR5V0U2X | Nexperia | 45 | STM32L431RCT6 | ST |
| 12 | TMS320F28335PGFA | TI | 29 | MT25QL128ABA1ESE-0SIT | Micron | 46 | AMS1117-3.3 | Multi-source |
| 13 | TPS82130SILR | TI | 30 | STM32F407ZGT6 | ST | 47 | OP2177ARZ | ADI |
| 14 | LIS3DHTR | ST | 31 | ISO1050DUBR | TI | 48 | AD9361BBCZ | ADI |
| 15 | W25Q32JVSSIQ | Winbond | 32 | ULN2003ADR | TI | 49 | MT48LC16M16A2P-6A IT:G | Micron |
| 16 | STM32H743VIT6 | ST | 33 | TPS51200DRCR | TI | 50 | BMI270 | Bosch |
| 17 | REF200AU | TI | 34 | STM8S003F3P6TR | ST |
Top Risers
Search momentum is concentrating in Infineon power devices and TI power-management ICs, with analog and MLCC at the center of attention this month.
Top risers, June 2026. Left: ranks 1–10. Right: ranks 11–20.
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | BL0942 | Belling | 11 | CL21A106KAYNNNE | SEMCO |
| 2 | UCC25800AQDGNRQ1 | TI | 12 | 0603B104K500NT | Fenghua |
| 3 | CL21A226MAYNNNE | SEMCO | 13 | STM32L471RGT6 | ST |
| 4 | RC0402FR-0710KL | YAGEO | 14 | GRM155R71H104KE14D | Murata |
| 5 | CL10B104KB8NNNC | SEMCO | 15 | CL21A476MQYNNNE | SEMCO |
| 6 | CC0603KRX7R9BB104 | YAGEO | 16 | GRM21BR60J107ME15L | Murata |
| 7 | CL31A106KBHNNNE | SEMCO | 17 | VNH7100BASTR | ST |
| 8 | GRM21BR61E226ME44L | Murata | 18 | OPA2189IDGKR | TI |
| 9 | 900-13448-0020-000 | NVIDIA | 19 | TPS82140SILR | TI |
| 10 | CL21A106KOQNNNE | SEMCO | 20 | TPS2553QDBVRQ1 | TI |
Inventory Shifts: Where Supply Is Really Tight
Inventory gains in CCTC MLCC and RZ motor-driver parts; drawdowns in memory and analog as the dense hike wave pulls demand forward.
Inventory Increasing — Top 10
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | TCC1206X7R106K500HT | CCTC | 2 | RZ7899 | RZ |
| 3 | BAS140WE6327HTSA1 | Infineon | 4 | LM5012DDAR | TI |
| 5 | BQ25170JDSGR | TI | 6 | 0603B104K500CT | Walsin |
| 7 | TPS25974ARPWR | TI | 8 | SIDR626EP-T1-RE3 | Vishay |
| 9 | CC0805KRX7R9BB104 | YAGEO | 10 | BQ28Z620DRZR | TI |
Inventory Decreasing — Top 10
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | ISL99390FRZ-TR5948 | Renesas | 2 | CH224Q | WCH |
| 3 | BL0940 | Belling | 4 | 553SCMGI8 | Renesas |
| 5 | HSDL-9100-021 | Broadcom | 6 | IR3447AMTRPBF | Infineon |
| 7 | MT40A512M16LY-062E | Micron | 8 | CA-IS3760LB | Chipanalog |
| 9 | OPA549S | TI | 10 | DMHT6016LFJ-13 | Diodes |
What This Means for Your Supply Chain
Pre-stock analog & MLCC. The June hotspot — lock passives and analog before the dense wave prices in. Watch domestic risers. Techpublic and other local power vendors are climbing fast — qualify them as second source. Track the second window. Hikes effective across tiers; reprice and secure now.
For distributors, analog and MLCC availability is the month's battleground — breadth and local sourcing win.
Segment-by-Segment Outlook
Microcontrollers： STM32 steady; second-round hike overhang.
Memory： Still the deepest force; leads on width and depth.
Analog & Power： The June hotspot — allocate early, domestic options rising.
Passives (MLCC)： Clearest movers this month; price actions landing.
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