Semiconductor Price Increases

[Daniel Nenni]

Reports from semiconductor supply-chain channels indicate that STMicroelectronics notified customers in March 2026 of price increases across multiple product families, with the new pricing taking effect around April 26, 2026. The company reportedly cited:

• Higher raw-material costs
• Increased energy and logistics expenses
• Additional costs to secure foundry and OSAT capacity
• Improving demand in industrial and automotive markets

Industry sources describe the increases as part of a broader analog and power semiconductor pricing cycle that also includes suppliers such as Infineon, Onsemi, NXP, TI, and Allegro. Reported increases vary by product line and customer agreement, with market reports mentioning ranges from roughly 5% to 15%+ on affected products.

 

[Daniel Nenni]

Multiple industry reports indicate that Infineon notified customers in February 2026 of price increases effective April 1, 2026. Reported increases range from roughly 10% to 25% on selected power switches, power modules, and related IC products. narrative. 2026**. public reports generally do not disclose a uniform percentage across all products.

 

[Barnsley]

Multiple industry reports indicate that Infineon notified customers in February 2026 of price increases effective April 1, 2026. Reported increases range from roughly 10% to 25% on selected power switches, power modules, and related IC products. narrative. 2026**. public reports generally do not disclose a uniform percentage across all products.


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Their suppliers getting none of that

 

[cheesehead]

Claus Aalhom had an interesting take on this topic the other day: https://clausaasholm.substack.com/p/the-hybrid-semiconductor-conundrum?r=3bbb4

TLDR; while cost may have gone up, the gross margins of the companies passing on price increases rose more