Chinese analogue chipmakers join wave of global price rises as mature-node firms eye gains

South China Morning Post Economic ImpactNews ReportEN 1 min read 100% complete by Wency ChenMarch 29, 2026 at 12:00 PM

AI Summary

short article 1 min

Several Chinese analogue chipmakers, including Novosense Microelectronics and SG Micro, are raising prices, mirroring similar actions by global leaders like Texas Instruments and Analog Devices. These price increases are driven by rising costs of materials, such as wafers and packaging, and strong demand fueled by artificial intelligence. Texas Instruments' price hikes, effective in April, could reach up to 85% on some products. Analysts suggest this widespread repricing across the semiconductor supply chain, initially seen in memory chips, may provide an opportunity for China's mature-node producers to strengthen their position in the market. The price adjustments reflect the interconnectedness of the semiconductor industry and the impact of upstream cost pressures.

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Technology

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Key Claims (5)

AI-Extracted

Novosense cited “continued volatility in global semiconductor markets and sharply rising costs of core materials”.

quote — Novosense Microelectronics100% confidence

Texas Instruments will lift prices on selected products by as much as 85 per cent in April.

factual — null100% confidence

Chinese analogue chipmakers are raising prices.

factual — null100% confidence

The repricing wave in analogue chips comes as surging upstream costs and explosive AI-driven demand push price pressures.

factual — null90% confidence

Analysts say the shift could hand China’s mature-node producers a rare window to gain ground.

prediction — analysts70% confidence

Claims are automatically extracted and should be independently verified. Attribution indicates the stated source of the claim.

Key Entities & Roles

Key Player Opposition Context

Kiwi Instruments 60% Fortior Technology 60% Halo Microelectronics 60% Silan Micro 60% Infineon Technologies 70% NXP Semiconductors 70% Onsemi 70% STMicroelectronics 70% SG Micro 70% Novosense Microelectronics ×280% Analog Devices 80% Texas Instruments (TI) ×290%

Keywords

price increases 90% analogue chips 90% semiconductor supply chain 80% mature-node 70% chinese chipmakers 70% wafer costs 60% market volatility 50% artificial intelligence 50% novosense microelectronics 40%

Sentiment Analysis

Positive

Score: 0.20

Source Transparency

Source

South China Morning Post

Article Type

News Report

Classification Confidence

90%

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price increases analogue chips semiconductor supply chain mature-node chinese chipmakers wafer costs market volatility artificial intelligence novosense microelectronics

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