19/03/2026
📢 Industry Update: Electronic Component Price Trends
To Our Valued Partners and Customers,
We hope this message finds you well.
We'd like to share some important industry updates that may impact the electronics manufacturing landscape in the coming months.
📈 What's Happening in the Market?
Recently, we've observed a growing trend among major global semiconductor and passive component manufacturers—including industry leaders such as Infineon, Texas Instruments, ON Semiconductor, Murata, and several Chinese IC designers—announcing price adjustments for their products .
These adjustments are scheduled to take effect starting April 2026 .
🔍 Why Is This Happening?
According to official announcements from these manufacturers, the primary reasons include:
Rising raw material costs – Significant price increases in key materials such as copper, silver, gold, palladium, and other industrial metals used extensively in semiconductor packaging and passive components
Manufacturing & energy cost pressures – Higher costs in wafer fabrication, assembly, and testing
Supply-demand dynamics – Surging demand from AI data centers, electric vehicles, and industrial automation outpacing supply capabilities
As Murata noted in their recent announcement, silver prices—critical for MLCC production—have risen sharply due to industrial demand exceeding supply . Similarly, Infineon and ON Semiconductor cited the need for significant capacity investments to support growing demand from AI and power applications .
📋 Which Manufacturers Have Announced Adjustments?
Company Product Areas Effective Date
Infineon Power switches, ICs April 1, 2026
Texas Instruments Analog, embedded products April 1, 2026
ON Semiconductor Power devices, image sensors April 1, 2026
Murata MLCCs, inductors, EMI filters April 1, 2026
Multiple Chinese IC firms Power ICs, MOSFETs, drivers Various dates
💡 What This Means for You
While these changes are driven by factors beyond any single company's control, they represent a broader industry-wide trend . As your manufacturing partner, we are:
Closely monitoring these developments
Communicating proactively with our suppliers
Working to minimize impacts on your projects
Keeping you informed so you can plan accordingly
We remain committed to transparency and will continue providing updates as the situation evolves. If you have any questions about how these industry trends might affect your specific projects, please don't hesitate to reach out.
Thank you for your continued trust and partnership.