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Chinese analogue chipmakers join wave of global price rises as mature-node firms eye gains

Higher prices give China’s mature-node producers room to compete with US, European rivals without sacrificing too much margin, analysts say

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A broader pricing wave has swept across the semiconductor supply chain. Photo: AFP
Wency Chenin Shanghai
A string of Chinese analogue chipmakers have announced price increases in step with their international peers, as a broader pricing wave sweeps across the semiconductor supply chain – a shift that analysts say could hand China’s mature-node producers a rare window to gain ground.

Novosense Microelectronics, SG Micro, Fortior Technology, Halo Microelectronics, Silan Micro and Kiwi Instruments are among the domestic firms recently raising prices, in line with global leaders including Texas Instruments (TI), Analog Devices, NXP, Infineon, Onsemi and STMicroelectronics.

TI’s latest round, set to take effect in April, will lift prices on selected products by as much as 85 per cent.

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Novosense, which makes sensors, signal-chain and power-management chips, had recently told customers about the adjustment, citing “continued volatility in global semiconductor markets and sharply rising costs of core materials including wafers and packaging inputs”.

The repricing wave in analogue chips – which process continuous real-world signals such as sound, temperature and light – comes as surging upstream costs and explosive artificial intelligence-driven demand push price pressures through the entire semiconductor supply chain.

Wafer samples are on display at a semiconductor exhibition in Shanghai on March 25. Photo: AFP
Wafer samples are on display at a semiconductor exhibition in Shanghai on March 25. Photo: AFP
Memory chips had been the most visible example, but the tightly interconnected nature of the industry meant the effect was spreading, analysts said.
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