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.