AI-Driven Hikes and Earnings Delivered; Application Sides Diverge Clearly——April 2026
What Buyers Are Searching For
All categories eased month over month — MCU -30%, Flash -26%, MOSFET -19% — with FPGA dipping least; ranks stayed stable, a post-build consolidation after the March surge.
Brand searches all cooled; lower-tier names shifted slightly. Together with the category pullback, it reads as a pause after restocking — watch both supply and demand for the next turn.
Search-volume heat, April 2026. Left: top categories. Right: top brands. (MoM = month over month.)
| Rank | Category | MoM Change | Rank | Brand | MoM Change |
|---|---|---|---|---|---|
| 1 | MCU | -30.07% | 1 | TI | -30.10% |
| 2 | Flash Memory | -26.30% | 2 | ADI | -20.01% |
| 3 | MOSFET | -19.61% | 3 | ST | -28.82% |
| 4 | DC-DC Converters | -31.57% | 4 | onsemi | -21.17% |
| 5 | Op-Amps | -22.82% | 5 | Nexperia | -28.28% |
| 6 | LDO Regulators | -23.03% | 6 | Microchip | -22.57% |
| 7 | Rectifiers | -20.41% | 7 | Infineon | -22.93% |
| 8 | DRAM | -27.79% | 8 | Diodes | -13.59% |
| 9 | FPGA | -15.93% | 9 | Micron | -22.57% |
| 10 | Transistors | -20.79% | 10 | NXP | -23.24% |
Top 50 Searched Part Numbers
STM32 MCUs and TI analog/power parts again fill the chart; memory lines that ran hot in Q1 ease but stay present.
Top 50 by buyer search volume, April 2026. Three columns of rank / part / manufacturer.
| # | Part Number | Mfr | # | Part Number | Mfr | # | Part Number | Mfr |
|---|---|---|---|---|---|---|---|---|
| 1 | STM32F405RGT6 | ST | 18 | ISL99390FRZ-TR5935 | Renesas | 35 | INA139NA/3K | TI |
| 2 | ICM-42688-P | InvenSense | 19 | LM358DR | TI | 36 | INA226AIDGSR | TI |
| 3 | STM32F103C8T6 | ST | 20 | LIS3DHTR | ST | 37 | ICM-42607-P | InvenSense |
| 4 | W25Q128JVSIQ | Winbond | 21 | PRTR5V0U2X | Nexperia | 38 | BMI270 | Bosch |
| 5 | TPS5430DDAR | TI | 22 | MP9943GQ-Z | MPS | 39 | MT40A512M16TB-062E:R | Micron |
| 6 | MT41K256M16TW-107:P | Micron | 23 | TPS51200DRCR | TI | 40 | ISO1050DUBR | TI |
| 7 | W25Q64JVSSIQ | Winbond | 24 | STM32F030C8T6 | ST | 41 | K4B4G1646E-BCNB | Samsung |
| 8 | STM32F407VET6 | ST | 25 | LSM6DS3TR-C | ST | 42 | STM32F103VCT6 | ST |
| 9 | STM32F103RCT6 | ST | 26 | STM8S003F3P6TR | ST | 43 | AMS1117-3.3 | Multi-source |
| 10 | KLM8G1GETF-B041 | Samsung | 27 | STM32F407VGT6 | ST | 44 | TPS54331DR | TI |
| 11 | TMS320F28335PGFA | TI | 28 | MT41K128M16JT-125:K | Micron | 45 | K4A8G165WC-BCTD | Samsung |
| 12 | MT41K256M16TW-107 IT:P | Micron | 29 | MT25QL512ABB8ESF-0SIT | Micron | 46 | LM5164DDAR | TI |
| 13 | LIS2DH12TR | ST | 30 | ICM-42670-P | InvenSense | 47 | STM32F103VET6 | ST |
| 14 | W25Q32JVSSIQ | Winbond | 31 | GD25Q128ESIGR | GigaDevice | 48 | BMI088 | Bosch |
| 15 | W25N01GVZEIG | Winbond | 32 | W25Q256JVEIQ | Winbond | 49 | ICM-20948 | InvenSense |
| 16 | TPS82130SILR | TI | 33 | ULN2003ADR | TI | 50 | SDINBDG4-8G | WD |
| 17 | STM32H743VIT6 | ST | 34 | NT5CC256M16ER-EK | Nanya |
Top Risers
Rising searches stay in TI power and ST automotive — the same hike-linked threads, now narrower.
Top risers, April 2026. Left: ranks 1–10. Right: ranks 11–20.
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | REF200AU/2K5 | TI | 11 | OPA1678IDGKR | TI |
| 2 | TGP2109-SM | Qorvo | 12 | 5M240ZT100A5N | Altera |
| 3 | IRPS5401MTRPBF | Infineon | 13 | HI-1573PSI | Holt |
| 4 | 5M240ZT100I5N | Altera | 14 | NVR5124PLT1G | onsemi |
| 5 | REF5030AQDRQ1 | TI | 15 | LM2675M-ADJ | TI |
| 6 | AD8672ARMZ | ADI | 16 | TPS82130SIL | TI |
| 7 | SI3127DV-T1-GE3 | Vishay | 17 | MT53E256M32D2DS-046 IT:B | Micron |
| 8 | ADHV4702-1BCPZ | ADI | 18 | SIT3088ETK | SIT |
| 9 | SC431AVSNT1G | onsemi | 19 | AD5242BRZ10 | ADI |
| 10 | MP87290GMWTH-Z | MPS | 20 | B0322J5050AHF | Anaren |
Inventory Shifts: Where Supply Is Really Tight
Inventory gains in TI logic and Winbond Flash; drawdowns in memory and analog as the post-surge digest plays out.
Inventory Increasing — Top 10
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | CD74HC4067M96 | TI | 2 | W25Q128JWBIQ | Winbond |
| 3 | TSSP4038 | Vishay | 4 | KM8F9001JM-B813 | Samsung |
| 5 | ECMF02-4CMX8 | ST | 6 | P91E0-I5NHGI | Renesas |
| 7 | MT29GZ6A6BPIET53AAT.112 | Micron | 8 | TPS543820RPYR | TI |
| 9 | BAP70Q | NXP | 10 | K3LK7K70BM-BGCP | Samsung |
Inventory Decreasing — Top 10
| Rank | Part Number | Mfr | Rank | Part Number | Mfr |
|---|---|---|---|---|---|
| 1 | DZDH0401DW-7 | Diodes | 2 | NCE82H140 | NCE Power |
| 3 | 1EDI3035AS | Infineon | 4 | DXTP3C60PSQ-13 | Diodes |
| 5 | RS1G32LO4D2BDS-53BT | Rayson | 6 | CXDB4ABAM-MK | CXMT |
| 7 | BCM88470CB0IFSBG | Broadcom | 8 | MTA8ATF1G64HZ-3G2R1 | Micron |
| 9 | MT29F2G08ABAEAWP | Micron | 10 | MT35XU02GCBA1G12-0SIT | Micron |
What This Means for Your Supply Chain
Plan around IDM hikes. TI/NXP/Infineon increases are live — reprice open quotes and lock volumes. Ride AI allocation. Capacity funnels to AI; secure non-AI lines early before they get crowded out. Watch the digest. The April pullback is consolidation, not relief — keep safety stock on hot lines.
For distributors, earnings-backed AI demand means durable pull — prioritize AI-adjacent and allocated lines.
Segment-by-Segment Outlook
Microcontrollers： STM32 easing after March spike; still allocation-sensitive.
Memory： Pricing expectations hold; AI keeps the bid under HBM/DDR5.
Analog & Power： IDM hikes effective; automotive-grade tightest.
AI / Compute： The clear growth pole; capacity and allocations favor it.
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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