Infineon Price Increase to Start April 1

On February 5, Infineon informed customers that it will raise prices on certain power switches and related chips starting April 1, 2026. The company said the adjustment is driven by ongoing supply shortages together with rising costs for raw materials and manufacturing infrastructure.

Infineon explained that demand for some of its semiconductor products has surged sharply, largely due to the rapid build-out of AI data centers. This growth has created tight availability of power devices and associated components. To meet future needs, the company plans to make significant additional investments to expand wafer fabrication capacity. At the same time, it is facing higher expenses for materials, energy, and facility operations.

The company noted that it has worked to offset these pressures through internal efficiency programs, but the scale of cost increases can no longer be absorbed on its own. As a result, Infineon said it must share part of the burden with customers and partners. "We have taken every possible measure to limit the adjustment to the smallest range of power switch and related chip products affected by investment and manufacturing cost growth," the notice stated.

Under the new policy, all orders placed on or after April 1, 2026, as well as any existing backlog scheduled for shipment after that date, will be billed at the updated prices.

Infineon is not alone in taking this step. In December 2025, Analog Devices announced a price increase across its entire portfolio effective February 1, 2026. Since January this year, several Chinese chipmakers—including Hunan Goke Microelectronics, AMEC, INJOINIC, Maxic Technology, Kiwi Instruments, and Puya Semiconductor—have also revealed similar adjustments, reflecting broader cost pressures across the global semiconductor industry.