C3225X8R1E225K200AATDK Corporation+32%FA24NP02W472JNU06TDK Corporation+37%CC0603MRX5R4BB106YAGEO+11%FA24NP02W152JNU06TDK Corporation+22%HMJ107BB7472KAHTTaiyo Yuden+22%FA20NP02W333JNU06TDK Corporation+18%C0603C119B5HACTUKEMET Corporation+14%C1210C562JBGACAUTOKEMET Corporation+13%CGA4J2C0G1H223J125AETDK Corporation+11%RCE5C1H222J0K1H03BMurata Manufacturing+18%CGA5H4C0G2J182J115AATDK Corporation+9%CGA5L2X7R2A104K160AATDK Corporation+4%GRM186R60G226ME15DMurata Manufacturing+4%FG24X7T2E473KNT00TDK Corporation+8%FA24C0G2A153JRU06TDK Corporation+10%FA24NP02W102JNU06TDK Corporation+8%EMK212B7474KGHTTaiyo Yuden+5%GMC04X5R106M10NTCal Chip Electronics+5%GMC21X6S106K35NTCal Chip Electronics+5%CGA3E2X8R2A102K080AATDK Corporation+7%CGA4F3C0G2E152J085AATDK Corporation+6%C0805X475K4RACAUTOKEMET Corporation+6%CGA4J3X7R1A335K125ABTDK Corporation+4%GCM188R72A682KA37DMurata Manufacturing+5%FS32K144HAT0MLLRNXP Semiconductorsstock 1,000CC0805MKX5R5BB476YAGEOstock 36C3225X8R1E225K200AATDK Corporation+32%FA24NP02W472JNU06TDK Corporation+37%CC0603MRX5R4BB106YAGEO+11%FA24NP02W152JNU06TDK Corporation+22%HMJ107BB7472KAHTTaiyo Yuden+22%FA20NP02W333JNU06TDK Corporation+18%C0603C119B5HACTUKEMET Corporation+14%C1210C562JBGACAUTOKEMET Corporation+13%CGA4J2C0G1H223J125AETDK Corporation+11%RCE5C1H222J0K1H03BMurata Manufacturing+18%CGA5H4C0G2J182J115AATDK Corporation+9%CGA5L2X7R2A104K160AATDK Corporation+4%GRM186R60G226ME15DMurata Manufacturing+4%FG24X7T2E473KNT00TDK Corporation+8%FA24C0G2A153JRU06TDK Corporation+10%FA24NP02W102JNU06TDK Corporation+8%EMK212B7474KGHTTaiyo Yuden+5%GMC04X5R106M10NTCal Chip Electronics+5%GMC21X6S106K35NTCal Chip Electronics+5%CGA3E2X8R2A102K080AATDK Corporation+7%CGA4F3C0G2E152J085AATDK Corporation+6%C0805X475K4RACAUTOKEMET Corporation+6%CGA4J3X7R1A335K125ABTDK Corporation+4%GCM188R72A682KA37DMurata Manufacturing+5%FS32K144HAT0MLLRNXP Semiconductorsstock 1,000CC0805MKX5R5BB476YAGEOstock 36
AnalysisSignalsPartsManufacturersCategoriesAboutContactSign in
中文

Supply signals

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

581 signals · latest data Aug 14, 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
DRAM
Rising
TypeMemoryActiveNews-corroborated
+10.1pp
distribution shift
SKUs856
as ofAug 14, 2026
X7R
Rising
TechnologyCapacitorsActiveNews-corroborated
+13.8pp
distribution shift
SKUs8,141
as ofAug 13, 2026
Vishay
Surging
ManufacturerCapacitorsActive
+18.0pp
distribution shift
SKUs2,157
as ofAug 12, 2026
W25N01GWZEIG
Edging up
PartMemoryWinbond Electronics
+3.0%
price, 7d
price$13.13
stock8
as ofAug 12, 2026
AI server
Rising
GradeMemoryEasingNews-corroborated
+42.9pp
distribution shift
SKUs31
as ofAug 10, 2026
X5R
Rising
TechnologyCapacitorsEasing
+23.2pp
distribution shift
SKUs1,031
as ofAug 9, 2026
AI server
Rising
GradeCapacitorsEasingNews-corroborated
+18.6pp
distribution shift
SKUs2,164
as ofAug 9, 2026
X6S
Rising
TechnologyCapacitorsEasing
+17.7pp
distribution shift
SKUs473
as ofAug 9, 2026
X7S
Rising
TechnologyCapacitorsEasing
+12.6pp
distribution shift
SKUs369
as ofAug 9, 2026
X7T
Rising
TechnologyCapacitorsEasing
+20.8pp
distribution shift
SKUs462
as ofAug 8, 2026
C0G/NP0
Rising
TechnologyCapacitorsEasing
+11.2pp
distribution shift
SKUs11,026
as ofAug 8, 2026
Automotive grade
Rising
GradeCapacitorsEasing
+11.8pp
distribution shift
SKUs24,305
as ofAug 8, 2026
X8L
Rising
TechnologyCapacitorsEasing
+13.7pp
distribution shift
SKUs364
as ofAug 8, 2026
MLCC
Rising
TypeCapacitorsEasing
+12.7pp
distribution shift
SKUs27,039
as ofAug 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
FEMC004G-M10
Edging up
PartMemoryFLEXXON Pte Ltd
+5.8%
price, 7d
price$55.61
stock0
as ofAug 7, 2026
FEMC064G-M11
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
MX30LF1G18AC-TI
Stock drawdown
PartMemoryMacronix International
19
units in stock
price held$9.90
as ofAug 6, 2026
IS34ML01G084-TLI
Restock
PartMemoryIntegrated Silicon Solution Inc
78
units in stock
price held$7.55
as ofAug 6, 2026
IS34MW02G084-BLI
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
112
units in stock
price held$13.30
as ofAug 6, 2026
W25N512GVEIG
Restock
PartMemoryWinbond Electronics
5,164
units in stock
price held$9.77
as ofAug 4, 2026
W29N04GVSIAA
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
IS34ML04G081-TLI
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
105
units in stock
price held$19.28
as ofJul 31, 2026
FA26C0G2J102JNU06
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
K101J15C0GK53H5H
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
MLCC
Rising
TypeCapacitorsClosed
+14.3pp
distribution shift
SKUs28,687
last seenJul 28, 2026
C0805B476M010T
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
IFF600B12ME4S8PB11BOSA1
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
IS37SMW02G8B-JJLI
Stock drawdown
PartMemoryIntegrated Silicon Solution Inc
29
units in stock
price held$10.99
as ofJul 23, 2026
Automotive grade
Surging
GradePower SemiconductorsClosed
-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
KEMET Corporation
Surging
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