December Component Market Snapshot: Select Parts See Rising Heat and Price Momentum In December, market interest in various memory and mixed-signal components continued to build. Against the backdrop of factory price increases (notably from Analog Devices) and inventory replenishment by suppliers such as STMicroelectronics, several part numbers saw a clear rise in demand and pricing. Below is a selection of components that gained noticeable traction during the month, for reference only.
1. Samsung eMMC Remains Highly Sought After: KLM8G1GETF-B041
Samsung’s 8 GB eMMC, KLM8G1GETF-B041, remained one of the most active SKUs in December. Market prices climbed further to approximately $10–11, up sharply from around $4 in May.
By late November, quotes had already exceeded $8.5, representing a cumulative increase of roughly 150–180% over the course of the year. As of January 5, 2026, some spot market quotes have reached around $14–15, reflecting continued tight availability.
The KLM8G1GETF-B041 is an 8 GB embedded MultiMediaCard (eMMC) device from Samsung. It supports standard MMC v5.1 protocols, enabling straightforward read and write operations for a wide range of embedded applications.
2. TDK Gyroscope Sees Sharp Price Appreciation: ICM-42688-P
TDK's ICM-42688-P continued to attract strong demand in December, with spot prices approaching $4.3, compared with a typical long-term level of roughly $1.3. The ICM-42688-P, developed by TDK InvenSense, is a six-axis MEMS inertial measurement unit (IMU) integrating a three-axis gyroscope and a three-axis accelerometer.
Designed for precise, low-noise motion tracking, it is widely used in AR/VR controllers and head-mounted displays, wearables, robotics, and IoT devices. According to a recent teardown by I Love Audio, the VITURE Pro XR smart glasses adopt the ICM-42688-P as their high-precision motion-tracking IMU to capture head movement data.
3. STMicroelectronics'“All-Around” MCUs Gain Momentum
STMicroelectronics'STM32F407 and STM32F103 MCU families both saw rising market attention in December. On third-party platforms, the STM32F407VET6 was trading at approximately $1.7, with stable but elevated interest.
Meanwhile, the STM32F103RCT6 saw prices increase from about $1.0 in early November to $1.1–1.3 by December. The STM32F407 series represents ST’s higher-performance 32-bit MCUs, targeting medical, industrial, and consumer applications that require high integration and strong performance within compact packages.
The STM32F103 series, based on the ARM Cortex-M3 core and running at up to 72 MHz, offers rich peripherals and multiple low-power modes. It is commonly used in motor control, industrial automation, handheld devices, GPS platforms, PLCs, and other embedded control systems.
4. DDR3 Demand Picks Up: Micron MT41K256M16TW-107:P
Micron's MT41K256M16TW-107:P emerged as another high-heat part in December.
Market prices rose to above $2.9, up from approximately $0.9–1.4 earlier in the year, placing the device near its 2025 high.
This part is a 4 Gb DDR3L SDRAM in an FBGA-96 package, designed for industrial-grade operation (-40 °C to +95 °C). It supports a 933 MHz clock rate (1866 MT/s) with a typical operating voltage of 1.35 V.
5. ADI Price Increase Notices Drive Market Interest
Analog Devices’ ADL5385ACPZ saw a notable increase in market attention during December, with spot prices reaching approximately $5.7–6.4, down from early-2025 levels above $8.5, but trending upward following recent price adjustment announcements.
The ADL5385 is a monolithic silicon quadrature modulator covering frequencies from 30 MHz to 2200 MHz.
With strong phase accuracy and amplitude balance, it supports high-performance IF and RF direct modulation in communication systems. Typical applications include wireless infrastructure, cable modem terminals, and UHF/VHF radio systems. In addition, other ADI parts such as the AD9361BBCZ and AD7606BSTZ also recorded higher platform activity in December.
Market sources indicated that ADI issued price increase notices in December, with adjustments scheduled to take effect on February 1, 2026. As a result, some customers moved to secure inventory in advance, lifting short-term spot demand.
Overall market sentiment, however, remained more measured compared with the volatility seen during the tariff-related disruptions earlier in the year.
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