C0805C122KDRACAUTOKEMET Corporation+14%INN3164C-H102-TLPower Integrations+7%LNK632DG-TLPower Integrations+7%NCP11185A130PGOnsemi+7%L6234PD013TRST Microelectronics+7%NCP1341B1D1R2GOnsemi+7%SIC472ED-T1-GE3Vishay+6%C0603C562KARACAUTOKEMET Corporation+6%SM662GXC-BFSTSilicon Motion Technology+5%AS9F34G08SA-25BINAlliance Memory+4%4C128M16MD4V062BANAlliance Memory+4%06035C682J4T2AKyocera+3%C0805C122KDRACAUTOKEMET Corporation+14%INN3164C-H102-TLPower Integrations+7%LNK632DG-TLPower Integrations+7%NCP11185A130PGOnsemi+7%L6234PD013TRST Microelectronics+7%NCP1341B1D1R2GOnsemi+7%SIC472ED-T1-GE3Vishay+6%C0603C562KARACAUTOKEMET Corporation+6%SM662GXC-BFSTSilicon Motion Technology+5%AS9F34G08SA-25BINAlliance Memory+4%4C128M16MD4V062BANAlliance Memory+4%06035C682J4T2AKyocera+3%

Supply signals

What moved, on which parts, and by how much. Every figure carries the date it was captured.

770 signals · latest data Aug 25, 2026 · part-level figures come from distributor price and inventory listings; group-level figures measure the share of SKUs shifting into higher price bands, not one part's price. · 3 signals are held back for review because the magnitude looks like a change in quote basis rather than a real price move — those show no number.
What moved
Level
DirectionDirection applies to whatever that signal measures — price for price signals, listed inventory for inventory signals.
Category
DDR4
Surging
TechnologyMemoryActiveNews-corroborated
+17.0pp
distribution shift
SKUs184
as ofAug 25, 2026
Multiplexer/Demultiplexer
Rising
TechnologyAnalog ICsActive
+26.1pp
distribution shift
SKUs61
as ofAug 25, 2026
Flyback
Rising
TechnologyPower Management ICsActive
+13.2pp
distribution shift
SKUs1,479
as ofAug 25, 2026
AC-DC Controllers
Rising
+12.6pp
distribution shift
SKUs1,627
as ofAug 25, 2026
Volatile
Falling
TechnologyAnalog ICsNew
as ofAug 25, 2026
Edging up
PartMemorySilicon Motion Technology
+5.5%
price, 7d
price$107.95
stock96
as ofAug 25, 2026
Stock drawdown
PartDriver ICsDiodes Incorporated
1,615
units in stock
price held$0.1348
as ofAug 25, 2026
Stock drawdown
PartDriver ICsInfineon Technologies AG
3,967
units in stock
price held$1.90
as ofAug 25, 2026
Stock drawdown
PartDriver ICsMicrochip Technology
11,146
units in stock
price held$1.41
as ofAug 25, 2026
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
0
units in stock
price held$71.72
as ofAug 25, 2026
Restock
PartDriver ICsST Microelectronics
1,170
units in stock
price held$2.39
as ofAug 25, 2026
PartAnalog ICsST Microelectronics
24,671
units in stock
price held$0.7483
as ofAug 25, 2026
LPDDR4
Rising
TechnologyMemoryActive
+14.4pp
distribution shift
SKUs282
as ofAug 24, 2026
Consumer grade
Rising
GradeMemoryActive
+10.7pp
distribution shift
SKUs437
as ofAug 24, 2026
Analog Switches & Multiplexers
Rising
TypeAnalog ICsActive
+38.0pp
distribution shift
SKUs208
as ofAug 24, 2026
Half-Bridge
Rising
TechnologyDriver ICsActive
+25.1pp
distribution shift
SKUs307
as ofAug 24, 2026
Consumer grade
Rising
+11.3pp
distribution shift
SKUs1,937
as ofAug 24, 2026
Analog Switch
Rising
TechnologyAnalog ICsActive
+49.2pp
distribution shift
SKUs72
as ofAug 24, 2026
Restock
PartDriver ICsST Microelectronics
49,394
units in stock
price held$1.94
as ofAug 24, 2026
Restock
PartAnalog ICsST Microelectronics
21,300
units in stock
price held$0.4306
as ofAug 23, 2026
Restock
PartAnalog ICsST Microelectronics
14,031
units in stock
price held$0.4759
as ofAug 22, 2026
Restock
PartDriver ICsST Microelectronics
4,665
units in stock
price held$1.07
as ofAug 22, 2026
Restock
PartAnalog ICsST Microelectronics
25
units in stock
price held$1.41
as ofAug 22, 2026
AI server
Surging
GradeMemoryEasing
+3.3pp
distribution shift
SKUs31
as ofAug 21, 2026
Stock drawdown
PartAnalog ICsST Microelectronics
30,917
units in stock
price held$0.3680
as ofAug 21, 2026
Restock
PartDriver ICsInfineon Technologies AG
4,388
units in stock
price held$2.27
as ofAug 21, 2026
Restock
PartDriver ICsInfineon Technologies AG
676
units in stock
price held$1.28
as ofAug 21, 2026
Restock
PartDriver ICsST Microelectronics
2,596
units in stock
price held$6.70
as ofAug 21, 2026
Restock
PartDriver ICsST Microelectronics
2,538
units in stock
price held$2.31
as ofAug 21, 2026
Restock
PartAnalog ICsST Microelectronics
956
units in stock
price held$0.1201
as ofAug 21, 2026
Restock
PartAnalog ICsST Microelectronics
19,524
units in stock
price held$0.8524
as ofAug 21, 2026
Restock
PartDriver ICsInfineon Technologies AG
13,021
units in stock
price held$1.19
as ofAug 20, 2026
Restock
PartDriver ICsInfineon Technologies AG
2,527
units in stock
price held$1.87
as ofAug 20, 2026
Stock drawdown
PartDriver ICsInfineon Technologies AG
69
units in stock
price held$1.26
as ofAug 20, 2026
Restock
PartDriver ICsInfineon Technologies AG
3,220
units in stock
price held$1.97
as ofAug 20, 2026
Restock
PartDriver ICsLittelfuse
2,100
units in stock
price held$0.5851
as ofAug 20, 2026
Stock drawdown
PartDriver ICsLittelfuse
2,750
units in stock
price held$7.28
as ofAug 20, 2026
Restock
PartDriver ICsST Microelectronics
1,672
units in stock
price held$1.06
as ofAug 20, 2026
Restock
PartDriver ICsST Microelectronics
29,184
units in stock
price held$3.37
as ofAug 20, 2026
Restock
PartAnalog ICsST Microelectronics
4,504
units in stock
price held$1.43
as ofAug 20, 2026
Restock
PartAnalog ICsST Microelectronics
13,687
units in stock
price held$0.8586
as ofAug 20, 2026
Stock drawdown
PartDriver ICsST Microelectronics
92,142
units in stock
price held$3.07
as ofAug 20, 2026
PartAnalog ICsST Microelectronics
12,135
units in stock
price held$0.6619
as ofAug 19, 2026
Restock
PartAnalog ICsST Microelectronics
5,494
units in stock
price held$0.7889
as ofAug 19, 2026
DRAM
Rising
TypeMemoryClosedNews-corroborated
+10.1pp
distribution shift
SKUs856
last seenAug 14, 2026
X7R
Rising
TechnologyCapacitorsClosedNews-corroborated
+13.8pp
distribution shift
SKUs8,141
last seenAug 13, 2026
Surging
ManufacturerCapacitorsClosed
+18.0pp
distribution shift
SKUs2,157
last seenAug 12, 2026
Edging up
PartMemoryWinbond Electronics
+3.0%
price, 7d
price$13.13
stock8
as ofAug 12, 2026
AI server
Rising
GradeMemoryClosedNews-corroborated
+42.9pp
distribution shift
SKUs31
last seenAug 10, 2026
X5R
Rising
TechnologyCapacitorsClosed
+23.2pp
distribution shift
SKUs1,031
last seenAug 9, 2026
AI server
Rising
GradeCapacitorsClosedNews-corroborated
+18.6pp
distribution shift
SKUs2,164
last seenAug 9, 2026
X6S
Rising
TechnologyCapacitorsClosed
+17.7pp
distribution shift
SKUs473
last seenAug 9, 2026
X7S
Rising
TechnologyCapacitorsClosed
+12.6pp
distribution shift
SKUs369
last seenAug 9, 2026
X7T
Rising
TechnologyCapacitorsClosed
+20.8pp
distribution shift
SKUs462
last seenAug 8, 2026
C0G/NP0
Rising
TechnologyCapacitorsClosed
+11.2pp
distribution shift
SKUs11,026
last seenAug 8, 2026
Automotive grade
Rising
GradeCapacitorsClosed
+11.8pp
distribution shift
SKUs24,305
last seenAug 8, 2026
X8L
Rising
TechnologyCapacitorsClosed
+13.7pp
distribution shift
SKUs364
last seenAug 8, 2026
Multilayer Ceramic Capacitors (MLCC)
Rising
TypeCapacitorsClosed
+12.7pp
distribution shift
SKUs27,039
last seenAug 8, 2026
Automotive grade
Surging
GradePower SemiconductorsClosedNews-corroborated
Magnitude withheld — the source’s direction and its distribution shift disagree, so the number is not interpretable.
last seenAug 7, 2026
Edging up
PartMemoryFLEXXON Pte Ltd
+5.8%
price, 7d
price$55.61
stock0
as ofAug 7, 2026
Edging up
PartMemoryFLEXXON Pte Ltd
+6.2%
price, 7d
price$124.30
stock5
as ofAug 7, 2026
Consumer grade
Rising
GradeMemoryClosedNews-corroborated
+10.1pp
distribution shift
SKUs437
last seenAug 6, 2026
Stock drawdown
PartMemoryMacronix International
19
units in stock
price held$9.90
as ofAug 6, 2026
PartMemoryIntegrated Silicon Solution Inc
78
units in stock
price held$7.55
as ofAug 6, 2026
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
112
units in stock
price held$13.30
as ofAug 6, 2026
PartMemoryWinbond Electronics
5,164
units in stock
price held$9.77
as ofAug 4, 2026
Stock drawdown
PartMemoryWinbond Electronics
0
units in stock
price held$24.97
as ofAug 2, 2026
Automotive grade
Surging
GradeMemoryClosedNews-corroborated
+6.7pp
distribution shift
SKUs311
last seenJul 31, 2026
Industrial grade
Surging
GradeCapacitorsClosed
Magnitude withheld — the source’s direction and its distribution shift disagree, so the number is not interpretable.
last seenJul 31, 2026
SLC NAND
Rising
TechnologyMemoryClosedNews-corroborated
+10.1pp
distribution shift
SKUs1,071
last seenJul 31, 2026
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
105
units in stock
price held$19.28
as ofJul 31, 2026
PartCapacitorsTDK Corporation
Magnitude withheld — the source shows a jump inconsistent with unchanged inventory, which usually means the quote basis changed rather than the price.
as ofJul 31, 2026
PartCapacitorsVishay
Magnitude withheld — the source shows a jump inconsistent with unchanged inventory, which usually means the quote basis changed rather than the price.
as ofJul 31, 2026
X8L
Surging
TechnologyCapacitorsClosed
+0.7pp
distribution shift
SKUs416
last seenJul 30, 2026
X8R
Rising
TechnologyCapacitorsClosed
+11.4pp
distribution shift
SKUs3,064
last seenJul 29, 2026
U2J
Rising
TechnologyCapacitorsClosed
+14.6pp
distribution shift
SKUs500
last seenJul 29, 2026
Automotive grade
Surging
GradeCapacitorsClosedNews-corroborated
+15.6pp
distribution shift
SKUs25,649
last seenJul 28, 2026
Multilayer Ceramic Capacitors (MLCC)
Rising
TypeCapacitorsClosed
+14.3pp
distribution shift
SKUs28,687
last seenJul 28, 2026
Stock drawdown
PartCapacitorsHoly Stone Enterprise Co.
1,914
units in stock
price held$0.2165
as ofJul 28, 2026
NAND
Rising
TypeMemoryClosedNews-corroborated
+12.7pp
distribution shift
SKUs1,744
last seenJul 27, 2026
X6T
Rising
TechnologyCapacitorsClosed
+22.9pp
distribution shift
SKUs35
last seenJul 26, 2026
Consumer grade
Rising
GradeCapacitorsClosed
+11.2pp
distribution shift
SKUs50
last seenJul 26, 2026
PartPower SemiconductorsInfineon Technologies AG
Magnitude withheld — the source shows a jump inconsistent with unchanged inventory, which usually means the quote basis changed rather than the price.
as ofJul 24, 2026
X8G
Surging
TechnologyCapacitorsClosed
+36.0pp
distribution shift
SKUs1,708
last seenJul 23, 2026
LPDDR4
Surging
TechnologyMemoryClosed
+2.8pp
distribution shift
SKUs285
last seenJul 23, 2026
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
29
units in stock
price held$10.99
as ofJul 23, 2026
Automotive grade
Surging
-4.1pp
distribution shift
SKUs1,778
last seenJul 22, 2026
DDR4
Rising
TechnologyMemoryClosed
+24.1pp
distribution shift
SKUs191
last seenJul 22, 2026
LPDDR4X
Rising
TechnologyMemoryClosed
+12.6pp
distribution shift
SKUs183
last seenJul 20, 2026
Industrial grade
Rising
GradeMemoryClosed
+10.3pp
distribution shift
SKUs1,801
last seenJul 17, 2026
TLC NAND
Rising
TechnologyMemoryClosed
+12.6pp
distribution shift
SKUs116
last seenJul 15, 2026
eMMC
Rising
TechnologyMemoryClosed
+13.2pp
distribution shift
SKUs201
last seenJul 14, 2026
LPDDR5
Rising
TechnologyMemoryClosed
+61.7pp
distribution shift
SKUs151
last seenJul 9, 2026
LPDDR5X
Rising
TechnologyMemoryClosed
+75.8pp
distribution shift
SKUs47
last seenJul 9, 2026
SLC NAND
Surging
TechnologyMemoryClosedNews-corroborated
+21.5pp
distribution shift
SKUs1,071
last seenJun 29, 2026
Industrial grade
Surging
GradeMemoryClosedNews-corroborated
+13.5pp
distribution shift
SKUs1,801
last seenJun 29, 2026
AI server
Surging
GradeCapacitorsClosed
+9.2pp
distribution shift
SKUs2,438
last seenJun 18, 2026
X5R
Surging
TechnologyCapacitorsClosed
+9.8pp
distribution shift
SKUs1,175
last seenJun 18, 2026
NAND
Surging
TypeMemoryClosed
+14.1pp
distribution shift
SKUs1,744
last seenJun 16, 2026
LPDDR5
Rising
TechnologyMemoryClosed
+21.5pp
distribution shift
SKUs151
last seenMay 23, 2026
LPDDR5X
Rising
TechnologyMemoryClosed
+31.0pp
distribution shift
SKUs47
last seenMay 23, 2026
DRAM
Rising
TypeMemoryClosed
+19.8pp
distribution shift
SKUs868
last seenMay 20, 2026
ManufacturerCapacitorsClosed
Magnitude withheld — the source’s direction and its distribution shift disagree, so the number is not interpretable.
last seenMay 18, 2026
Automotive grade
Surging
GradeMemoryClosed
+8.8pp
distribution shift
SKUs311
last seenMay 5, 2026
LPDDR5
Surging
TechnologyMemoryClosed
+22.5pp
distribution shift
SKUs151
last seenMay 5, 2026
LPDDR5X
Surging
TechnologyMemoryClosed
+50.5pp
distribution shift
SKUs47
last seenMay 5, 2026
DRAM
Rising
TypeMemoryClosed
+21.8pp
distribution shift
SKUs868
last seenMay 3, 2026
LPDDR4X
Rising
TechnologyMemoryClosed
+14.4pp
distribution shift
SKUs183
last seenMay 3, 2026
Consumer grade
Rising
GradeMemoryClosed
+15.9pp
distribution shift
SKUs452
last seenMay 2, 2026
LPDDR4
Rising
TechnologyMemoryClosed
+10.2pp
distribution shift
SKUs285
last seenMay 1, 2026

PartManufacturerTechnologyGradeTypeCategoryTag colour = what the signal is about