Report: STMicroelectronics plans a second MCU price increase this year, effective June 28

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STMicroelectronics is preparing to raise prices for microcontrollers (MCUs) for the second time this year, reflecting the reality that cost pressures in the semiconductor supply chain continue to accumulate and the industry's wave of price hikes is accelerating.

According to a TrendForce report on Tuesday, STMicroelectronics has notified customers that a new round of MCU price adjustments will take effect on June 28. This will be the company’s second price increase this year—back in late March, a purported price adjustment notice from STMicroelectronics circulated in the market, announcing that prices for multiple product lines would be raised starting April 26, 2026.

This price hike is not an isolated case. Several MCU manufacturers, including NXP, Infineon, and Nuvoton Technology, have recently announced price increases. Analog IC giants Texas Instruments and NXP are also reportedly preparing to raise prices between June and July, with an industry-wide wave of price hikes accelerating.

Comprehensive rise in supply chain costs driving price increases

Behind this round of MCU price hikes is the overlapping pressure of multiple cost factors. Mature process capacity remains tight and is increasingly being prioritized for high value-added products such as power management chips (PMICs) and MCUs. Meanwhile, rising labor, raw material, and depreciation costs are pushing up costs across the semiconductor supply chain.

Price hikes in wafer foundries have already been passed downstream. According to a report by Economic Daily in May, industry insiders revealed as early as February that Vanguard International would raise foundry prices for some products starting in April, with increases of up to 15%. VIS’s chairman later confirmed that the company had recently completed these price adjustments.

As for UMC, CFO Liu Qidong said at the shareholders' meeting that UMC plans to make targeted price adjustments in the second half of 2026, and will engage in broader customer negotiations in 2027. In addition, since many MCU products rely on NOR Flash to store code and firmware, the ripple effect of rising memory prices has begun to extend into the MCU supply chain, becoming one of the key drivers of this round of price hikes.

Several major MCU suppliers have announced price increases in quick succession in the short term, suggesting that this round of price hikes is not a unilateral move by individual companies, but rather an industry-wide repricing driven by a combination of supply-demand structure and cost pressures. For downstream manufacturers relying on MCUs, the pressure of rising procurement costs may become even more apparent in the coming months.

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