A new wave of price increases is forming within the semiconductor industry. Three major international chip design companies—Texas Instruments, NXP Semiconductors NV, and Infineon Technologies AG—have successively issued price adjustment notices, announcing they will raise product prices effective April 1st. The wafer foundry business of Taiwan-based microcontroller supplier Nuvoton Technology has also followed suit.
In this round of increases, the adjustment by Texas Instruments is particularly noteworthy. Reports indicate that Texas Instruments' latest price hike takes effect on April 1st, with some products seeing increases of up to 85%. The new prices have already been entered into the company's internal system and apply to both direct customers and distribution channels.
NXP Semiconductors NV stated in its notice that the adjustment reflects persistently rising cost pressures in key areas such as raw materials, energy, labor, and logistics. The company will provide advance notice regarding affected products and new distributor pricing, with the updated book prices for distributors effective from March 30th.
Regarding Infineon Technologies AG, according to a customer notice cited by sources, the company will implement price increases on power switches and related IC products starting April 1st. Mainstream product categories are expected to see increases of 5% to 15%, with potential for higher adjustments on premium products.
This wave of price hikes extends from the chip design segment to the manufacturing segment, covering multiple mainstream product lines. This indicates that the pricing logic in the mature process market is gradually shifting towards being cost-driven. The nearly simultaneous action by these three manufacturers shows that cost pressures have become quite widespread across the industry and are beginning to be passed on to customers.
The synchronized price adjustments initiated by Texas Instruments, NXP, and Infineon are highly consistent in their timing, all targeting April 1st. Reports suggest that Texas Instruments' price changes are already being implemented in their systems, with new quotations covering both direct sales and distribution channels, meaning end-buyers have little room to avoid the increases. NXP's adjustments are also being communicated through distributor channels, with written prices updated in advance on March 30th to ensure a smooth transition. Infineon's increases are focused on the power management IC sector, where premium items might see adjustments beyond the 5%-15% range for mainstream products.
These three companies are all core chip suppliers to the global automotive and industrial electronics sectors, with products widely used in power management, microcontrollers, and embedded processing. The concentrated price hikes will directly impact the procurement costs for related equipment manufacturers and could trigger a chain reaction of price adjustments in downstream products.
The pressure for price increases does not stop at the design level. The wafer foundry business of Taiwan-based microcontroller supplier Nuvoton Technology has issued a notice stating it will adjust its quotations effective April 1st, 2026, with an overall increase of approximately 20%.
Analysts point out that Nuvoton's overall business still focuses primarily on microcontrollers and application-specific ICs, with wafer foundry being a supplementary operation. This adjustment mainly targets its 6-inch wafer production line, which has a relatively limited scale and accounts for a small portion of the company's total revenue.
Reports also indicate that market demand for 6-inch capacity is relatively stable, without significant supply shortages. Nuvoton's decision to raise foundry prices at this time reflects more of a passive transmission of cost-side pressures rather than an active, demand-driven price increase.
Overall, this coordinated wave of price hikes from design houses to foundries signifies that the pricing mechanism in the mature process market is undergoing a structural adjustment. The weight of cost factors is increasing, and related companies across the supply chain will face more complex cost management pressures.
Comments