[News] ADI Reportedly Set to Raise Prices Again on September, With Military Chips Facing Up to 30% Hike

The chip price hike wave is extending into 2H26, with capacity expansion emerging as a key driver behind the latest increases. EE Times China, citing industry sources, reports that Analog Devices (ADI) has notified global distributors and direct customers of its second company-wide price adjustment of 2026, effective September 13.

The latest hikes span ADI’s commercial, industrial, and military high-reliability product lines, but vary significantly by segment. Commercial-grade devices face relatively modest increases, while some military-qualified models could see hikes of up to 30%, according to the report.

Notably, this latest round marks a shift in the rationale behind ADI’s pricing strategy. EE Times China reports that unlike its inflation-focused pricing adjustment earlier this year, ADI said all incremental revenue from the increases will be reinvested in expanding its internal wafer fabs, packaging and testing facilities to ease lead times of up to six months, strengthen supply-chain resilience, and diversify its global manufacturing footprint.

This contrasts with ADI’s first pricing round of 2026. Effective February 1, the company raised prices globally by an average of around 15%, with increases of up to 30% for military and high-reliability products, according to EE Times China. At the time, ADI cited higher raw material, labor, energy, and logistics costs as the main drivers.

The latest pricing move comes as ADI heads into its next earnings report with strong momentum. The company is set to report third-quarter results on August 19, with revenue forecast at $3.9 billion—well above the $3.62 billion consensus estimate from LSEG, according to Reuters.

According to TradingView, the AI buildout is fueling demand for ADI’s analog, mixed-signal, power and optical solutions as rising power density and data traffic add to system complexity.

Chip Price Hikes Spread Across Major Suppliers

ADI is far from alone in raising prices, with major chipmakers rolling out fresh increases across 2026. TI implemented its latest price adjustment on July 1, according to Liberty Times.

NXP followed with two rounds of increases, effective April 1 and June 1, primarily targeting automotive, industrial, and IoT products, according to EE Times China. Infineon also raised prices on selected semiconductor products from July 1, further underscoring the breadth of the industry-wide pricing wave, the report adds.

Read more

• [News] Texas Instruments Reportedly Set to Raise Prices Again from April 1, Hikes Could Reach 85%
• [News] Qualcomm’s Sep. Chip Price Hikes Revealed, Premium Flagships Face Steepest 10–15% Increase

(Photo credit: ADI)