The Analog and Power Squeeze: TI, ADI, onsemi, ST, and Renesas Raise Prices
Five of the largest analog and power chipmakers have put new price increases in front of customers since August. Every one of them had already raised prices earlier in 2026.
These are not GPUs or memory. They are the voltage regulators, amplifiers, and power devices on nearly every board, the parts procurement teams have treated as the stable corner of the bill of materials for two years.
Five notices since August
The latest round from each supplier:
TI's latest notice, dated September 1, gave no effective date and set no uniform increase, since adjustments vary by material, technology, and process. ADI said it will reinvest all of the added revenue in its own fabs and test capacity to ease lead times of up to six months. The Renesas increase applies to orders already on hand that ship on or after January 1, unless agreed otherwise in writing.
Why everyday parts are caught in it
Most power management chips and power discretes still run on 8-inch wafers. Average utilization at the top ten foundries' 8-inch fabs reached 88% this year and is expected to hit 90% in the second half, as TSMC and Samsung cut capacity and the industry prepares a third round of foundry price increases running into 2027.
AI is claiming a growing share of that capacity. AI servers need far higher power density, so suppliers prioritize them, and TrendForce expected PMIC lead times for general-purpose servers to stretch from 21 to 26 weeks to 35 to 40. Our sourcing team is hearing the same from suppliers: the tightest TI and ADI categories are the ones going into AI servers. In the independent channel, some ADI precision amplifier, converter, and voltage reference families now quote 60 to 70 weeks.
Buyers have noticed. In a UBS survey published October 16, 76% of direct buyers and 70% of distributors said they were concerned about shortages over the next six months, and distributor inventories of power analog parts fell 10% in the third quarter. In August, 64% of electronics manufacturers told the Global Electronics Association that components were available only in limited quantities or with extended lead times, and none described supply as readily available.
What this means right now
The shift shows up on the Mobius marketplace. These five manufacturers went from about one in eight RFQs between late April and mid-July to nearly one in three over the past three months. Texas Instruments alone went from 2% of RFQs to 15%. Two-thirds of TI requests were for power management parts, mostly step-down regulators, with precision analog and sensor parts making up the rest. Only a little over half of all requests for these five suppliers drew a quote.
.png)
If you're buying: Plan past the longest quote on your bill of materials, because a 12-month forecast no longer covers a 40-week part. Qualify alternates now, since approval takes months. Check open orders against new price files, because some notices apply to backlog. Use authenticated independent stock to bridge the weeks the franchised channel cannot cover.
If you're selling: Excess regulators, amplifiers, and power devices are in demand, and recently listed analog and power lots on Mobius are drawing more consistent bid activity than the rest of the marketplace. The window to sell is while authorized lead times stay long.
Find analog and power parts on Mobius
Shop analog and power parts on Mobius
If you hold excess analog or power inventory, our team can help you price and list it.
Talk with us about selling your excess inventory
Sources: TrendForce, UBS (as reported by TechFlow), Global Electronics Association, supplier price notices as reported by TrendForce and industry press, Mobius Materials platform data (April to October 2026).
