After TI, ADI Plans Price Hike Up to 30%

On December 18, 2025, analog chip giant Analog Devices Inc. (ADI) announced plans to raise prices across its product portfolio starting February 1, 2026. Industry sources indicate that the company will implement a tiered pricing strategy depending on customer segments and part numbers, with an average increase of around 15%. Notably, nearly 1,000 military-grade MPNs (with the /883 suffix) could see hikes as high as 30%, though final details are still being finalized.

ADI cited ongoing inflation in raw materials, labor, energy, and logistics as the main drivers behind the adjustment. The new pricing will apply to all pending orders, while already shipped orders will remain at the original rates. The company added that it will release a list of affected part numbers shortly and provide detailed pricing updates for clients by the end of 2025.

As the world's second-largest analog chip manufacturer after Texas Instruments (TI), ADI follows a similar trend in the industry. In August, TI reportedly notified customers of price increases affecting over 60,000 SKUs, with most rising 10–25% and over 40% exceeding a 30% increase.

The analog chip market has shown strong recovery. ADI's fiscal Q4 2025 results (ending November 1, 2025) reported revenue of $3.076 billion, up 26% year-over-year and above the analyst consensus of $3.01 billion. Non-GAAP earnings per share rose 35% to $2.26, also exceeding market expectations of $2.22.

CEO Vincent Roche highlighted in the earnings call that growth spans multiple industrial sectors, fueled by cyclical momentum and structural trends such as AI, automation, and demand for more efficient and reliable power distribution systems.