[News] Analog Devices Reportedly Plans 10–30% Price Hike from Feb. 2026, Following TI’s Lead

Following Texas Instruments’ largest-ever price hike in August, Analog Devices (ADI), the world’s second-largest analog chipmaker, has officially informed customers of a new price increase set to take effect February 1, 2026, according to a notice seen by EE Times China.

The notice did not list exact price changes, but EE Times, citing industry sources, reports that standard commercial-grade products may rise 10–15%, industrial-grade products around 15%, and nearly a thousand military-spec MPNs (suffix /883) could see hikes of up to 30%. Analog Devices states it is raising prices in response to ongoing inflationary pressures on raw materials, labor, energy, and logistics.

Anue suggests that the new pricing will apply to all unshipped orders, with detailed price lists and adjustment schedules expected to be shared with customers by the end of 2025.

By comparison, ijiwei previously reported that Texas Instruments had raised prices 10–30% across more than 60,000 products, marking one of the industry’s largest-scale adjustments.

ADI Price Hikes Signal Market Rebound, Supply Chain Ripples

ADI’s recent price hike reflects the broader recovery in the analog chip market. As highlighted by Reuters, in Q4 2025, the company posted $3.076 billion in revenue, up 26% YoY, and EPS of $2.26, up 35%, both beating expectations. Meanwhile, the chipmaker projects Q1 revenue of $3.1 billion, surpassing analysts’ average estimate of $2.96 billion, the report adds.

Reuters suggests that after a prolonged lull in demand, Analog Devices is experiencing a broad rebound across its business segments, as companies reopen budgets and prioritize infrastructure growth—even amid tariffs that could push costs higher and cloud market prospects.

However, EE Times China highlights the broader ripple effects of ADI’s price hikes, noting that with the company’s chips widely used across automotive, industrial, telecom, medical, and high-end consumer electronics, the increases are likely to drive up costs, disrupt production, and push pricing adjustments throughout the supply chain.

The ripple could reach consumers too. The report notes that tier-two suppliers, such as BMS component makers, may pass increases upstream, while brands using ADI-equipped components—like premium appliances or drones—could release slightly higher-priced products in mid-to-late 2026.

Read more

• [News] Texas Instruments’ U.S. Layoffs Reportedly to Hit 400 This December Amid Closure of 150mm Chip Facilities
• [News] Texas Instruments Reportedly Launches Largest-Ever China Price Hike: 60K Products Up 10%–30%

(Photo credit: Analog Devices’ LinkedIn)