[News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%

Following the memory price surge, price hikes are now spreading to the analog chip segment. According to ijiwei, sources say STMicroelectronics has sent a price increase letter to customers, stating that prices across multiple product lines will be raised starting April 26, 2026.

STMicroelectronics said that, as chip demand across industries continues to grow, many of its material suppliers have raised prices, driving up costs. The company is also facing higher energy and transportation expenses, along with additional costs to secure capacity at fabs and outsourced semiconductor assembly and test (OSAT) providers. As a result, it will raise prices on certain products.

The move by STMicroelectronics reflects a broader pricing trend across the semiconductor industry. The report adds that several chip companies have recently announced price adjustments: onsemi will adjust prices on certain products starting April 1, 2026; NXP plans to raise prices on parts of its portfolio from April 1; Texas Instruments will also increase prices on some products from April 1; and Infineon has notified customers of price adjustments on certain products starting April 1.

Intel, AMD Reported Price Hikes Point to Tightening CPU Supply

Meanwhile, price increases are not confined to analog chips. As noted by Nikkei, sources say Intel and AMD have recently informed clients of plans to raise prices across all CPU series from March and April, respectively. Commenting on the move, Intel said it has notified customers of planned pricing updates on select products, citing sustained demand, rising component and material costs, and evolving market dynamics.

Sources cited by Nikkei say CPU quote prices have been raised multiple times this year, resulting in an average increase of around 10% to 15%, with some exceeding that range. The shortage has also extended lead times. As noted by the report, average CPU lead times have lengthened from about one to two weeks previously to roughly eight to 12 weeks.

Regarding recent shortages and price increases for CPUs, according to TechNews, Intel Vice President of Sales and Marketing Group Tasha Chuang said the company’s pricing adjustments are primarily intended to “reflect costs,” particularly changes in manufacturing costs across the supply chain, rather than preemptively raising prices based on future demand. On the scale and timing of price increases, Chuang said there is no standard approach, as pricing depends on each customer’s product mix, order size, purchasing model, and contract length.

Chuang added that market conditions remain highly volatile. To address supply–demand imbalances, Intel is closely monitoring market dynamics and maintaining close communication with customers, as TechNews notes. On the production side, the company is making flexible adjustments across both internal and external capacity, with timelines and resources being adjusted on an almost daily basis to minimize negative impacts.

In addition, regarding whether 18A will be open to external customers, a topic closely watched by the industry, Chuang said Intel CEO Lip-Bu Tan may address it publicly during his presentation at Computex.

Read more

• [News] Texas Instruments Reportedly Set to Raise Prices Again from April 1, Hikes Could Reach 85%
• [News] Chip Price Hike Wave: NXP Reportedly Sets Apr. 1 Increase as Texas Instruments, Infineon Also Raise Prices

(Photo credit: STMicroelectronics)