Chinese analogue chipmakers join global price rises

Several Chinese analogue chipmakers have raised prices recently, aligning with global leaders like Texas Instruments. Analysts say the increases allow China's mature-node producers to compete with US and European rivals without sacrificing much margin. The repricing stems from surging upstream costs and explosive AI-driven demand.

Novosense Microelectronics, SG Micro, Fortior Technology, Halo Microelectronics, Silan Micro and Kiwi Instruments are among domestic firms that have recently raised prices on analogue chips, which process continuous real-world signals such as sound, temperature and light.

The moves align with global leaders including Texas Instruments (TI), Analog Devices, NXP, Infineon, Onsemi and STMicroelectronics. TI's latest round, set to take effect in April, will lift prices on selected products by as much as 85 per cent.

Higher prices give China’s mature-node producers room to compete with US and European rivals without sacrificing too much margin, analysts say. The repricing wave comes as surging upstream costs and explosive artificial intelligence-driven demand push price pressures through the entire semiconductor supply chain.

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Illustration depicting gaming hardware price surges due to AI data center demand, with Asus products, elevated price tags, and a delayed PS6 reference.
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Asus has announced price adjustments for its gaming devices starting January 5, 2026, citing shortages driven by the AI boom. Reports indicate AMD and Nvidia will significantly raise GPU prices this year due to surging demand for components from AI data centers. These changes could delay next-generation consoles like the PlayStation 6.

Hua Hong Semiconductor is set to close a US$1.2 billion deal, days after SMIC announced it will take full control of a subsidiary for US$5.8 billion. These moves align with Beijing’s drive for semiconductor self-sufficiency.

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Xiaomi, Chery and FAW have raised prices on their electric vehicles amid surging chip and raw material costs, a sharp departure from 2025's aggressive cuts, though analysts caution that weak demand could force reversals. The trend started earlier this month, with Xiaomi making the latest adjustment.

Amid ongoing global trade uncertainties, South Korea plans to counter economic challenges in 2026 by capitalizing on the artificial intelligence boom and its semiconductor sector. Experts highlight robust exports and a U.S. tariff deal as growth drivers, while pointing to Chinese competition and weak domestic demand as key risks.

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Several mainland Chinese suppliers of memory chips and storage solutions are pursuing listings in Hong Kong, signaling a strategic shift to fuel the sector's global ambitions. The most watched is Shanghai-based Montage Technology, set to debut on the Hong Kong stock exchange next week and raise up to US$896 million. Analysts view this wave as a key move for international growth in cloud computing and AI.

China has approved the import of high-end Nvidia AI chips following weeks of uncertainty. Over 400,000 H200 chips are set to reach major tech companies. This move reflects China's effort to meet technological demands while pursuing self-reliance.

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Alibaba Cloud has announced price increases ranging from 5 to 34 percent. The hikes are due to growing AI demand and rising hardware costs.

 

 

 

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