Recently, news surfaced again that Texas Instruments (TI) is preparing for another round of price increases—this time with even greater impact than the hike seen in June.

Based on multiple circulating reports, the core elements of this price adjustment appear to be as follows:

1. TI is expected to implement a new round of price increases, with rates projected to exceed those introduced in June 2025.

2. The adjustments will primarily affect popular product lines, including LDOs (Low Dropout Regulators), DC-DC converters, digital isolators, and isolation drivers. Special focus seems to be on industrial control chips and performance computing-related components.

3. The price increases will apply to a wide customer base, not just end users but almost all customer segments—except for a few major accounts. The new pricing is expected to ripple across the channel via intermediary partners, and even goods currently in transit may be subject to revised pricing.

Notably, as with past similar reports, TI has not released any official pricing notice at this time. Given TI's relatively limited number of authorized sales partners in the market, most market participants rely on secondary sources for updates, which makes verification difficult and leads to the spread of unconfirmed reports.

Industry analysts have expressed concerns that TI's ongoing pricing strategy could potentially weaken its market share, as aggressive pricing may be perceived as a defensive move. Meanwhile, China-based analog IC manufacturers have significantly improved their capabilities in recent years, and many are optimistic about their growing competitiveness in the global analog chip space.