Texas Instruments (TI), a global leader in analog and embedded semiconductors, is set to implement a massive price hike on over 60,000 part numbers starting August 2025. This latest move marks a significant escalation compared to the June 2025 adjustment, which impacted around 3,300 parts.

What's Changing?

Wide Product Coverage

This upcoming price increase will affect a broad range of TI analog and power management ICs, including:

*  LDO Regulators

*  DC-DC Converters

*  Digital Isolators

*  Gate Drivers

*  ADCs (Analog-to-Digital Converters)

*  Operational Amplifiers

Customer Scope: Nearly Universal

The adjustment applies across almost all customer segments, not just end-users. Distributors, resellers, and even in-transit orders will be subject to the new pricing. Only a few strategic mega accounts are reportedly exempt.

Price Increase Range

*  Mainstream Power ICs (LDOs, DC-DCs): +15% to +30%

*  Mature Process Nodes (e.g., 40nm or older): Up to +30%

*  High-Performance Signal Chain ICs (ADCs, Op-Amps): +100% or more — some prices are doubling

Why the Change?

Unlike previous rounds driven by raw material costs, this price revision reflects a strategic shift at TI:
From “low-cost volume gain” → to “margin-first product positioning”.

TI is now encouraging customers to transition from older, lower-margin legacy products (e.g., 40nm LDOs) to next-generation high-margin offerings (e.g., 28nm equivalents) — often accompanied by an automatic price lift.

Market Reactions and Implications

1)  End of the Price War?
    After years of aggressive pricing that led to severe price compression in the analog IC space, TI’s back-to-back price hikes may signal the beginning of a market-wide correction.

2) Local Manufacturers May Follow
    Reports suggest that domestic Chinese analog chipmakers are experiencing foundry capacity constraints. Many are expected to follow TI’s lead and raise prices shortly.

3) Extended Lead Times
    In addition to price hikes, both TI and ADI have been extending lead times on key analog and signal chain devices — further pressuring OEM/ODM procurement cycles.

How AXTEK Can Help

At AXTEK, we are committed to supporting our clients through volatile market conditions.

Real-Time BOM Review

Send us your BOMs to evaluate price impact and supply risk before the new pricing takes effect.

 Stock and Spot Availability

We maintain a robust inventory of TI, ADI, ST, NXP, HOLTEK, and local brands to support urgent needs.

Alternative Chip Solutions

We can help identify drop-in replacements or cost-effective alternatives with technical support.

Take Action Now

We strongly encourage procurement teams to:

*  Lock in pricing on critical TI components ASAP

*  Review long-term demand and safety stock levels

*  Engage with AXTEK for alternative sourcing strategies