<div id="readability-page-1">A string of Chinese analogue chipmakers have announced price increases in step with their international peers, as a broader pricing wave sweeps across the semiconductor supply chain – a shift that analysts say could hand China’s mature-node producers a rare window to gain ground. Novosense Microelectronics, SG Micro, Fortior Technology, Halo Microelectronics, Silan Micro and Kiwi Instruments are among the domestic firms recently raising prices, in line with global leaders including Texas Instruments (TI), Analog Devices, NXP, Infineon, Onsemi and STMicroelectronics. TI’s latest round, set to take effect in April, will lift prices on selected products by as much as 85 per cent. Novosense, which makes sensors, signal-chain and power-management chips, had recently told customers about the adjustment, citing “continued volatility in global semiconductor markets and sharply rising costs of core materials including wafers and packaging inputs”. The repricing wave in analogue chips – which process continuous real-world signals such as sound, temperature and light – comes as surging upstream costs and explosive artificial intelligence-driven demand push price pressures through the entire semiconductor supply chain.  Memory chips had been the most visible example, but the tightly interconnected nature of the industry meant the effect was spreading, analysts said. “China could emerge as a key beneficiary in this environment,” said Clifford Kurz, director at S&amp;P Global Ratings, pointing to the country’s ramp-up of mature-node capacity. Unlike advanced AI chips, which demand cutting-edge process nodes, analogue chips are manufactured predominantly on mature nodes, where precision matters more than transistor density. Long tied to 8-inch lines, analogue chip production is gradually shifting to 12-inch mature-node fabs, led by top integrated device manufacturers such as TI. Although China has long lagged in leading-edge fabrication – constrained by structural industrial gaps and US export restrictions – it has been steadily closing the gap in mature-node capacity. According to industry institution Semiconductor Equipment and Materials International, China’s share of global capacity at mainstream nodes between 22 nanometres and 40nm was projected to rise from 25 per cent in 2024 to 42 per cent by 2028. Domestic foundries are scaling up. Semiconductor Manufacturing International Corporation, for example, ended 2025 with monthly logic capacity of 1.06 million 8-inch wafer equivalents, up roughly 110,000 from the previous year, with an average utilisation of 93.5 per cent. Hua Hong reported capacity of roughly 486,000 wafers per month, with utilisation exceeding 100 per cent, respective earnings showed. “Higher prices create room for emerging Chinese players to undercut European and US competitors without sacrificing too much margin,” said Phelix Lee, senior equity analyst at Morningstar. Demand for analogue chips had risen across all sectors, according to S&amp;P’s Kurz. “The accelerating build-out of AI data centres and the rising power density of AI server racks are key drivers,” he said, noting that analogue and power-management chips were critical for AC-to-DC power conversion, voltage regulation and signal isolation in high-voltage environments. Demand was also growing in drones, robotics and autonomous vehicles. Supply, meanwhile, has struggled to keep pace. Chipmakers have been slow to expand mature-node capacity, in part because of the commoditised nature of such chips and the requirement for long-term supply contracts to justify large capital investments. Leading-edge foundries such as Taiwan Semiconductor Manufacturing Company and Samsung, focused on meeting robust demand for advanced AI chips, have further squeezed the supply of analogue production capacity. “It is an increase in demand from AI that has spilled over into other areas,” said Morningstar’s Lee. Costs – from chemicals, gases, energy and logistics – had all risen, with foundries passing increases on to customers, analysts said. Yet the primary concern around rising analogue chip prices was not the cost itself – given the relatively small contribution of such chips to overall end-product bills of materials – but rather, as Kurz put it, “the ability of downstream manufacturers to secure sufficient supply to maintain production schedules”. </div>

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<p>Chinese analogue chipmakers, including Novosense Microelectronics and SG Micro, are raising prices in line with global peers like Texas Instruments, with increases up to 85%. This price surge is attributed to rising costs of materials and increased demand driven by AI applications. Analysts suggest that this shift may benefit China's mature-node producers, as they ramp up capacity in response to the growing market. The demand for analogue chips is rising across various sectors, but supply struggles to keep pace due to slow capacity expansion and focus on advanced AI chips by leading foundries.</p>

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Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Texas Instruments

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

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Novosense

SG Micro

Chinese analogue chipmakers raise prices as mature-node producers poised to gain