About Us · Blog / 2026-03-20 07:06:04

April 2026 Price Hikes Across 14 Chip Suppliers: Market Impact & Sourcing Insights

The semiconductor industry is entering a broad-based price upcycle in early 2026, driven by AI demand and rising material costs. In March alone, major chipmakers—including MPS, Murata, NXP, onsemi, AOS, and Texas Instruments—announced price increases across power, analog, and passive components, with most adjustments taking effect in April.

Key factors underpinning this upcycle:

Upstream Costs: Copper surged 34.34% in 2025 to approximately $14,800/ton in February 2026; silver supply remains tight amid industrial demand.
AI Demand: AI-driven HBM/SSD prioritization pressures general-purpose memory. According to Counterpoint Research, server DDR5 prices jumped 150% QoQ in Q1 2026, with NAND Flash climbing 130-150% and select chips exceeding 300%.
Supply Constraints: Kioxia's discontinuation of TSOP-packaged NAND accelerates the phase-out of low-capacity MLC. Global MLC capacity is projected to decline by over 40% in 2026.
End-Customer Impact: Major smartphone brands have finalized price increases, while PC manufacturers implement hikes up to 20% as OEMs pass higher component costs downstream.

Summary of Key Price Adjustment Announcements

Company / Supplier	Effective Date	Product Category	Price Increase
MPS	May 1, 2026	Power Management ICs, Analog ICs (Select Products)	Not Specified
Texas Instruments	April 1, 2026	Digital Isolators, Isolated Drivers, Power Management ICs	15%–85%
ON Semiconductor	April 1, 2026	Power & Sensing ICs	Not Specified
Infineon	April 1, 2026	Select Product Lines	Not Specified
NXP	April 1, 2026	Select Product Lines	Not Specified
Murata	April 1, 2026	AI Server, High-end MLCCs, Passive Components	15%–35%
KEMET (Yageo)	April 1, 2026	KO-CAP Polymer Tantalum Capacitors (T523 Series)	Not Specified
AOS	April 1, 2026	Power Semiconductors (Select Products)	Not Specified
Analog Devices	February 1, 2026	Full Portfolio	15% (Overall); 30% for ~1,000 Military-Grade MPNs
Panasonic	February 1, 2026	Tantalum Capacitors (30-40 Models)	15%-30%
Yageo	February 1, 2026	Selected Resistors (RC Series)	15%–20%
Molex	February 1, 2026	Connectors, Interconnects	Not Specified
TE Connectivity	January 5 & March 2, 2026	All Product Lines	5%–12%
Cmsemicon	January 27, 2026	MCUs, NOR Flash	15%–50%

*DATA BASED ON PUBLICLY AVAILABLE SOURCES

Supply Chain Outlook

SK hynix Chairman Chey Tae-won warned at NVIDIA GTC that wafer supply constraints could persist until 2030, with a projected supply gap exceeding 20%. Building new capacity requires four to five years. SK hynix, the leading HBM supplier, showcased HBM4, HBM3E, and SOCAMM at GTC 2026, highlighting AI's accelerating impact on memory demand.

With lead times extending and allocation tightening across multiple product categories, procurement teams face increasing challenges in securing critical components. Manufacturers cite both cost-driven adjustments and demand-driven capacity constraints, suggesting the current pricing environment may persist through 2026.

Briocean: Your Trusted Sourcing Partner

As a professional distributor, Briocean leverages strong manufacturer partnerships to deliver reliable sourcing solutions. Whether you need real-time pricing, stock availability, or procurement assistance, our team is ready to support your supply chain needs.

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