TI and NXP Signal New September Price Adjustments: NXP Sets ~10% for September 28, TI Moves to Part-Level Pricing

Texas Instruments and NXP Semiconductors each issued new customer pricing communications in the first week of September 2026. NXP's notice, dated September 2, applies an approximately 10% increase to selected products effective September 28, with the final level varying by part number — the company's third reported pricing round of 2026, after adjustments that took effect on April 1 and June 1. TI's customer letter, dated September 1, gives advance notice of upcoming adjustments across its portfolio without a single company-wide effective date: each product's adjustment will vary according to its materials, process technologies and manufacturing route, and part-level price-change notifications will be pushed through TI's customer account dashboards. For buyers of analog and power management ICs, the change is structural — leading suppliers are moving from annual, portfolio-wide price resets to continuous, part-number-level price management.

What the Two September Notices Say

NXP's September notice has three core terms. First, the increase is approximately 10% and covers selected products only, with the final figure varying by part. Second, the effective date is September 28. Third, implementation runs through the distribution channel: NXP will update its Distributor Book Prices and issue replacement debits where existing ones expire. A roughly 10% book-price increase therefore does not mean every customer pays 10% more — the net price still depends on the exact MPN, project pricing and existing commercial terms.

TI's September 1 letter, signed by Mark Roberts, Senior Vice President of Worldwide Sales and Marketing, attributes the adjustments to market dynamics and rising costs throughout the supply chain, and for the first time states explicitly that pricing will be executed at part level. TI had already implemented adjustments effective April 1 and July 1 this year, and had communicated a further round for selected products effective October 1, with pricing exceptions expected to be extremely limited. TI has not publicly linked the September letter to the October 1 round, so the dashboard notifications remain the authoritative record for each part.

Supplier	2026 Effective Dates	Scope as Reported
NXP	April 1 / June 1 / September 28	Selected products; September round approximately 10%, varying by part
Texas Instruments	April 1 / July 1 / October 1 (planned)	April round covered digital isolators, isolated gate drivers and power management ICs; October round covers selected products
TI September 1 letter	No universal date set	Portfolio-wide advance notice; part-level pricing by materials, technology and manufacturing route
STMicroelectronics	April 26 / June 28 / August 23	Multiple product lines, including sensors and power ICs
Infineon	April 1 / July 1	Selected power and automotive-related products
Analog Devices	February 1 / September 13	Broad product portfolio
Microchip	August 14	Selected products

Why Suppliers Are Repricing Into a Recovery

Rising material, energy, logistics, labor and supplier-input costs remain the common justification in every notice, but the timing of the September communications matters: they land during a demand upswing. TI reported second-quarter 2026 revenue of $5.46 billion, up 23% year over year, with Analog revenue of $4.37 billion up 26%; growth was led by industrial, data center and automotive markets, and third-quarter revenue guidance of $5.65 billion to $6.15 billion implies another strong shipment quarter. Suppliers pushing through price adjustments while shipments and fab utilization are rising suggests this repricing cycle has more staying power than the tentative increases seen during the earlier inventory correction.

What It Means for Power IC Buyers

• Manage pricing at part-number level, not brand level. Neither supplier publishes a single percentage anymore. Two parts in the same product family can receive very different adjustments, so BOM cost models need to be maintained at exact MPN granularity.
• Re-verify quotation validity. As repricing becomes more frequent, older quotes are less likely to represent replenishment cost. Before placing Q4 orders, confirm each quotation's applicable dates and expiry conditions line by line.
• Confirm backlog and project pricing in writing. With NXP, the gap between book price and net price is bridged by debits and project pricing; whether accepted orders keep their original pricing, and whether project pricing carries over, should be confirmed with the supplier or distributor in writing rather than assumed.
• Qualify second sources before the next round. Three NXP rounds inside a year mean the window for "wait until the next increase" keeps shrinking. An already-qualified alternative source is the most effective hedge against part-level increases.

Shenta Technology (STST) designs and supplies power management and protection ICs, covering LDO regulators, DC-DC buck and boost converters, AC-DC controllers, battery protection ICs, EEPROMs and real-time clocks. For programs exposed to repeated repricing of imported analog parts, we can review the affected BOM and propose functionally equivalent alternatives — the parametric and package detail we publish for every part is shown on the ST3102 synchronous buck converter page; send your part list through our contact page for a cross-reference review.

Sources

1. Aetrix Electronics — Texas Instruments Price Increase September 2026: What It Signals for TI Demand, Margins and the Semiconductor Cycle — September 2, 2026
2. Aetrix Electronics — Semiconductor Price Increases in 2026: ST, NXP, TI and Infineon Raise Chip Prices — updated September 15, 2026
3. Semicon Electronics — Analog Chip Leader TI Issues Another Price Increase Notice — September 4, 2026
4. J2 Sourcing — Six Semiconductor Price Increases in Five Months of 2026 — August 28, 2026
5. SEC EDGAR — Texas Instruments Q2 2026 Revenue Up 23% (10-Q Filing Excerpt) — July 24, 2026