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Chinese Chipmakers Raise Prices Amid AI Demand Surge

3/29/2026

Summary

Story summary

Novosense Microelectronics and SG Micro, Chinese analogue chipmakers, announced price increases aligned with Texas Instruments and Analog Devices.
The moves form part of a broader pricing wave driven by higher material costs and rising demand from artificial intelligence (AI).
Texas Instruments plans to raise prices for select products by up to 85% in April.
Analysts say the shift could help China's mature-node producers gain market share amid volatility.

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Story summary

Novosense Microelectronics and SG Micro, Chinese analogue chipmakers, announced price increases aligned with Texas Instruments and Analog Devices.
The moves form part of a broader pricing wave driven by higher material costs and rising demand from artificial intelligence (AI).
Texas Instruments plans to raise prices for select products by up to 85% in April.
Analysts say the shift could help China's mature-node producers gain market share amid volatility.