Texas Instruments (TI), the global leader in analog chips, has announced that it will launch its second comprehensive price increase action on April 1, 2026. The price adjustment is expected to range between 15% and 85%, potentially covering all customer segments and involving multiple core product lines including digital isolators, isolated driver chips, and power management ICs (PMICs).

According to supply chain sources, TI's sales team began preparing price increase notifications for distributor customers in early March, with new pricing information already configured in the company's internal pricing system. Customers can view the updated prices through order history APIs, order push APIs, periodic order retrieval, or account dashboards. This marks TI's second comprehensive price adjustment in the short term.

Industry-Wide Price Surge Spreads

Analog Devices (ADI), the world's second-largest analog chip giant, has implemented price increases across its entire product portfolio since February 1, 2026, with an overall rise of approximately 15%, while nearly a thousand military-grade products have seen increases of up to 30%. German power semiconductor giant Infineon has also announced price hikes of 5% to 15% effective April 1, with higher-end products experiencing even larger increases.

Domestic manufacturers are following suit with price adjustments. Local analog chip companies such as SG Micro Corp and NOVOSENSE have raised prices since late 2025, with increases ranging from 5% to 20%. From memory chips to MCUs, from wafer foundry services to packaging and testing, and further to passive components and connectors, the semiconductor industry price surge in 2026 is rapidly sweeping through the entire supply chain, forming a "differentiated price increase" pattern.

Supply Chain Impact

From a supply chain perspective, TI, as a semiconductor leader with over 19% market share in the analog chip sector, will generate significant ripple effects through its price adjustments. Downstream terminal manufacturers face cost pressure transmission, while distribution and spot markets experience intensified short-term price volatility. For domestic analog chip enterprises, this presents both opportunities in the substitution window period and challenges from rising upstream costs. Against the backdrop of AI computing power expansion squeezing traditional capacity and supply chain autonomy becoming a core trend, manufacturers with technological adaptability and production capacity assurance are expected to gain advantageous positions in this round of industry cycle recovery.

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