This is TI's second comprehensive price adjustment in the short term。
According to comprehensive media reports, global analog chip giant Texas Instruments (TI) will launch its second comprehensive price hike on April 1, 2026. The price adjustment is expected to be between 15% and 85%, covering all customers and involving multiple core products such as digital isolators, isolation driver chips, power management ICs, etc.
This is TI's second comprehensive price adjustment in the short term. Prior to this, TI had taken targeted price adjustments in key areas such as industrial control and automotive electronics, with increases ranging from 10% to 30%.
The driving factors for this price increase mainly come from both the cost and demand sides. In terms of cost, 8-inch wafer foundry, packaging and testing, and raw material prices have increased; In terms of demand, the demand for artificial intelligence servers, new energy vehicles, and other fields continues to surge. At the same time, the contraction of 8-inch wafer production capacity coupled with low industry inventory has led to a supply-demand imbalance in the market.
According to TI's price increase notice, the new price will apply to all orders and shipments starting from April 1, 2026. Customers can obtain the latest price increase parts list, query order history API, receive order push API, conduct regular order retrieval, or view updated price information in the "Orders" section of the account dashboard. The company's sales team has started preparing notifications for some distributor customers, and an email containing updated price information is expected to be sent out in early March. For price inquiries, customers can contact their customer support center.
In fact, the trend of price increases in the industry has further spread, and another analog chip giant, Analog Devices (ADI), has implemented a full range of price increases for all shipped products starting from February 1, 2026. Domestic manufacturers such as Naxin Microelectronics have also raised their prices since the end of 2025.
An electronic component supply chain insider pointed out that the strong demand for artificial intelligence servers, electric vehicles, and industrial equipment continues to support the market for analog and power management chips. Any price changes from large suppliers like TI may have an impact on short-term prices in distribution and spot markets.
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