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SRCSouth China Morning Post
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WORDS208
ENT12
SUN · 2026-03-29 · 10:00 GMTBRIEF NSR-2026-0329-41981
News/Chinese analogue chipmakers join wave of global price rises …
NSR-2026-0329-41981News Report·EN·Economic Impact

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

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.

Wency ChenSouth China Morning PostFiled 2026-03-29 · 10:00 GMTLean · Center-RightRead · 1 min
Chinese analogue chipmakers join wave of global price rises as mature-node firms eye gains
South China Morning PostFIG 01
Reading time
1min
Word count
208words
Sources cited
1cited
Entities identified
12entities
Quality score
100%
§ 01

Briefing Summary

AI-generated
NEWSAR · AI

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.

Confidence 0.90Sources 1Claims 5Entities 12
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Article analysis

Model · rule-based
Framing
Economic Impact
Technology
Tone
Measured
AI-assessed
CalmNeutralAlarmist
Factuality
0.80 / 1.00
Factual
LowHigh
Sources cited
1
Limited
FewMany
§ 03

Key claims

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

quoteNovosense Microelectronics
Confidence
1.00
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Texas Instruments will lift prices on selected products by as much as 85 per cent in April.

factualnull
Confidence
1.00
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Chinese analogue chipmakers are raising prices.

factualnull
Confidence
1.00
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The repricing wave in analogue chips comes as surging upstream costs and explosive AI-driven demand push price pressures.

factualnull
Confidence
0.90
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Analysts say the shift could hand China’s mature-node producers a rare window to gain ground.

predictionanalysts
Confidence
0.70
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Full report

1 min read · 208 words
A string of Chinese analogue chipmakers have announced price increases in step with their international peers, as a broader pricing wave sweeps across the semiconductor supply chain – a shift that analysts say could hand China’s mature-node producers a rare window to gain ground.Novosense Microelectronics, SG Micro, Fortior Technology, Halo Microelectronics, Silan Micro and Kiwi Instruments are among the domestic firms recently raising prices, in line 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.Novosense, which makes sensors, signal-chain and power-management chips, had recently told customers about the adjustment, citing “continued volatility in global semiconductor markets and sharply rising costs of core materials including wafers and packaging inputs”.The repricing wave in analogue chips – which process continuous real-world signals such as sound, temperature and light – comes as surging upstream costs and explosive artificial intelligence-driven demand push price pressures through the entire semiconductor supply chain.Wafer samples are on display at a semiconductor exhibition in Shanghai on March 25. Photo: AFPMemory chips had been the most visible example, but the tightly interconnected nature of the industry meant the effect was spreading, analysts said.
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Entities

12 identified
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Keywords & salience

9 terms
price increases
0.90
analogue chips
0.90
semiconductor supply chain
0.80
mature-node
0.70
chinese chipmakers
0.70
wafer costs
0.60
market volatility
0.50
artificial intelligence
0.50
novosense microelectronics
0.40
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