TI Raises Prices Again Amid Semiconductor Inflation
According to recent industry reports, Texas Instruments (TI), the world’s leading analog integrated circuit supplier, has issued another price increase notice to customers, with new pricing expected to take effect on July 1. This marks the second round of price adjustments by TI in 2025, signaling that inflationary pressure across the semiconductor supply chain remains persistent.
In April, TI had already raised prices for selected product lines, with increases reaching as high as 85%. The latest notice reportedly states that the adjustment applies to all orders and shipments, allowing customers to plan procurement and payment schedules in advance. While TI has not disclosed specific percentage increases this time, it confirmed that pricing changes will vary depending on materials and process technologies, driven primarily by ongoing cost pressures across the broader market environment and supply chain.
As the largest global analog IC supplier, TI’s products are widely used in industrial systems, automotive electronics, consumer devices, communications infrastructure, and power management applications. Industry observers note that its pricing strategy is often viewed as a key benchmark for the global semiconductor sector.
The decision to implement a second price hike within a short period—and expand it from selective products to all shipments—highlights continued cost pressure from upstream wafer fabrication, packaging and testing, raw materials, and logistics. It also suggests that inflationary conditions within the semiconductor supply chain have yet to stabilize.
Market analysts point out that the analog IC industry has undergone inventory corrections and intense price competition over the past two years. TI previously adopted aggressive pricing strategies in 2023 to expand market share, which compressed margins across many Asian peers. The current shift toward price normalization and margin stabilization is expected to help restore healthier pricing discipline in the industry while easing competitive pressure on Taiwan-based analog IC manufacturers.
Among potential beneficiaries, Silergy Corp is seen as the most directly aligned with TI’s product overlap. The company has expanded into automotive, industrial, and consumer electronics power management applications in recent years. As global IDM leaders raise prices, customer acceptance of higher pricing levels is expected to improve, supporting potential margin expansion for Silergy.
Other Taiwan-based analog IC players such as On-Bright Electronics and Anpec Electronics are also expected to benefit. On-Bright has strengthened its presence in display, notebook, and consumer power management ICs, while Anpec has focused on high-performance PC, server, and cooling fan control ICs. With continued growth in AI servers, high-performance computing, and automotive electronics, demand for efficient power management ICs is rising steadily.
Meanwhile, Fitipower Integrated Technology Chairman Lin Yong-Jie stated in a recent investor conference on May 11 that all four major product lines are expected to grow this quarter, with revenue projected to exceed the previous quarter and the second half of the year expected to outperform the first. He also noted that rising cost pressures will lead the company to adjust product pricing gradually across different product categories and customers.
In power management ICs, Fitipower plans to launch a new generation of simplified hardware-based fast-charging protocol chips in the second quarter. The company expects rapid adoption and volume ramp-up due to strong demand, along with improved capacity allocation and a meaningful contribution to overall revenue growth.
