November Chip Market: Shortages and Price Hikes for Multiple Components, Requiring Purchasing Focus
2025-11-29 11:07:07 1289
In November, the electronic components market's primary focus has been the chip shortage and price surge. Prices for many popular chip models have skyrocketed, creating significant pressure on procurement. Frequent price fluctuations across various categories, from motion sensors to memory chips, have become a hot topic within the industry.
The motion sensor/gyroscope segment is particularly notable, with TDK's ICM-42688-P being a "dark horse" in terms of price increases. While its price was only 13-15 RMB in October, some quotes in November have climbed to 35 RMB, a surge of over 130%, reshaping many purchasers' expectations. Even Nexperia's switching diode BAV99, typically priced at just a few cents, has seen chaotic pricing due to related corporate events, now approaching 10 RMB and becoming a "hot commodity" in the market.
The flash memory market remains hot. Winbond's W25Q128JVSIQ has risen from a typical price of 4 RMB to 4.5-5.5 RMB, an increase of over 12.5%, with spot availability being scarce due to high demand. GigaDevice's GD25Q64ESIGR has seen significantly increased demand, with prices rising from 1.6 RMB to over 2 RMB, a jump of nearly 25%.
Price fluctuations for Samsung series chips are even more dramatic. The eMMC chip KLM8G1GETF-B041 has surged from 1.83USDinOctoberlastyeartoaround8.5 USD now, an increase exceeding 300%. DDR memory chip prices are changing "daily," soaring from 30USDinearlyNovembertoover50 USD, a 67% increase, with a strong market sentiment of holding back stock anticipating further rises.
This wave of chip price hikes involves a wide range of components and significant increases, posing challenges to the electronics industry supply chain. For procurement professionals and related practitioners, staying updated on the price trends of key chips is crucial. Paying attention to industry news and planning procurement strategies in advance is essential for effectively adapting to market changes.Tags:#Semiconductor#Memory Chip#Industry Hot Topics#Chinese chips
