Supply Chain Shock: NXP, TI, and Infineon Announce Major Price Hikes
A new 'price hike wave' hits the semiconductor industry, with Texas Instruments raising prices up to 85% for legacy components.
A significant "price hike wave" is sweeping the semiconductor industry, with NXP Semiconductors, Texas Instruments (TI), and Infineon all issuing adjustment notices effective April 1, 2026. The increases are reportedly as high as 85% for certain legacy power management ICs.
The mature-node Squeeze
Manufacturers cite rising costs in raw materials, energy, and the massive capital intensity of shifting toward AI-optimized logic. This move primarily targets the automotive and industrial sectors, where demand for AI peripheral chips continues to outpace mature-node capacity, forcing developers to reconsider their long-term component sourcing strategies.
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