Up to 85% increase! Three major international chip manufacturers issue notices, prices to rise across the board in April

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A new round of price increases is taking shape in the semiconductor industry. Texas Instruments, NXP, and Infineon—three major international chip design companies—have successively issued price adjustment notices, announcing that product prices will be raised starting April 1. The wafer foundry business of China's Taiwan MCU supplier Nuvoton Technology is also following suit.

In this round of price hikes, Texas Instruments' adjustment is particularly noteworthy. According to Jiwei.com, Texas Instruments' latest round of price increases will take effect from April 1, with some products seeing an adjustment of up to 85%. The new prices have been entered into the company's internal system and will apply to both direct customers and distribution channels.

NXP stated in its notice that this adjustment reflects the continued upward pressure on costs in key areas such as raw materials, energy, labor, and logistics. The company will notify affected products and new distributor prices in advance, with distributor list prices effective from March 30.

As for Infineon, according to a customer notice cited by EE Times China, Infineon will raise prices on power switches and related IC products beginning April 1. Mainstream product price increases are expected to range from 5% to 15%, with high-end products possibly seeing even higher increases.

This round of price increases extends from the chip design end to the manufacturing end, covering multiple mainstream product lines, indicating that the pricing logic of the mature process market is gradually shifting towards being cost-driven. The nearly synchronized actions of the three companies show that industry-wide cost pressures are now quite prevalent and are beginning to be passed on to clients.

The Three International Chip Giants Move in Sync on Price Adjustment

Texas Instruments, NXP, and Infineon's concentrated price adjustments are highly consistent in timing, all pointing to April 1.

According to Jiwei.com, Texas Instruments' price adjustment has entered the implementation phase in its system, and the new pricing will cover both direct sales and distribution channels, meaning that end buyers can hardly avoid it.

NXP's price adjustment notice is likewise communicated through distributor channels, with written prices updated in advance on March 30 to ensure a smooth transition.

Infineon’s price increases focus on the power management IC sector, and according to EE Times China, the adjustment for high-end products may exceed the mainstream range of 5%-15%.

All three companies are core chip suppliers for the global automotive and industrial electronics sectors, with their products widely used in power management, microcontrollers, and embedded processing. The concentrated price increases will directly impact procurement costs for relevant device manufacturers and may trigger chain price adjustments for downstream products.

Foundry Segment Follows Suit, Pricing Focus Shifts for Mature Processes

The pressure of price increases has not stopped at the design end. The wafer foundry business of Taiwan's MCU supplier Nuvoton Technology has sent notifications to adjust quotations starting April 1, 2026, with an overall increase of about 20%.

According to the Industrial and Commercial Times, institutional investors indicated that Nuvoton Technology's overall business is still mainly focused on MCU and special application ICs, with wafer foundry as an auxiliary business. This adjustment is mainly aimed at the 6-inch wafer production line, which is relatively limited in scale and accounts for a small proportion of total company revenue.

The report also noted that market demand for 6-inch capacity is relatively stable, without significant supply shortages; Nuvoton Technology's upward adjustment of foundry prices mainly reflects passive transmission of cost-side pressures, rather than an active price hike driven by demand.

Overall, this wave of coordinated price increases from design companies to foundries means the pricing mechanism of the mature process market is undergoing structural adjustment, with the weight of cost factors rising. Related industry chain companies will face more complex cost control pressures.

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