Since February, ADI’s price adjustments have strengthened overall expectations of price increases across the analog IC sector. At the same time, demand for many TI part numbers continues to rise. In the MCU market, conditions remain relatively stable, with no significant demand growth observed for traditional products from ST, NXP, and Microchip.
For power devices, lead times for MOSFETs, IGBTs, and diodes from onsemi, Infineon, and ST are extending. This is partly driven by substitution demand related to Nexperia parts. In addition, rising costs in 8-inch wafer foundry services and OSAT (assembly & testing) since the beginning of the year are expected to further transmit pricing pressure to finished IC products.
💾 Memory Market: Price increases continue across DDR3/4/5 DRAM, NAND/NOR Flash, eMMC modules, and SSD products. AI-driven demand is intensifying the structural supply-demand imbalance in the memory market. As a result, institutions have revised upward their expectations for memory price growth [...]
