TI: Lead Times for Analog Devices Continue to Extend
TI implemented a new round of price adjustments in July, with power management ICs increasing by approximately 5%–15%. The revised pricing applies to all outstanding orders as well as existing inventory. On the supply side, lead times for power management and industrial analog products have extended to 20–24 weeks. Quotation validity has been shortened to one week, while allocations remain in place for high-demand products. Supported by sustained growth in AI server and industrial automation applications, TI’s pricing environment and overall market momentum are expected to remain strong throughout the second half of the year.
ADI: Strong Growth in Industrial and Communications Businesses
ADI reported second-quarter revenue of US$3.62 billion, representing a 37% year-over-year increase. Industrial and communications businesses recorded particularly strong growth, increasing 56% and 795% year over year, respectively, while consumer and automotive segments also maintained steady performance. Looking ahead, ADI will continue advancing its advanced packaging technologies, deepen collaboration with OSAT partners, and accelerate the development of its AI platform architecture. From a supply perspective, allocations for industrial isolation devices, high-voltage power products, and high-speed ADCs remain constrained. As market demand continues to recover, lead times are expected to extend further during the second half of the year. Meanwhile, ADI is strengthening compliance oversight across its distribution network, and further price increases remain likely. Customers are advised to plan procurement well in advance.
Diodes: Automotive-Grade Devices Remain in Tight Supply
Supply of Diodes’ automotive-grade products remains constrained, with authorized distributors increasingly unable to meet demand from European automotive customers. As a result, procurement activity is gradually shifting toward the spot market. Driven by growing AI-related demand and order transfers from competing suppliers, lead times for key products—including automotive MOSFETs, Zener diodes, and Hall-effect sensors—have extended beyond 48–52 weeks. Spot-market pricing has become highly volatile, with prices changing daily as inventories continue to decline rapidly. Diodes has already implemented price increases of approximately 20%, and spot-market premiums are expected to rise further. Customers are encouraged to secure supply early to mitigate procurement risks.
Samsung: Advanced Foundry Pricing Increased by Approximately 15%
According to market sources, Samsung has raised foundry pricing by approximately 15% for selected advanced process nodes, including 4nm and 5nm technologies, as well as certain automotive-grade 8nm processes. As demand for AI servers and high-performance computing continues to expand, the foundry industry is increasingly transitioning from a demand-driven market to a supply-driven environment, further enhancing the strategic value of advanced-node manufacturing capacity. Samsung has also announced that its advanced wafer fabrication facility in Yongin, South Korea, will commence operations ahead of schedule in 2029 to support growing demand for AI infrastructure, memory products, and advanced semiconductor manufacturing capacity. Meanwhile, the Korean government is encouraging both Samsung and SK hynix to accelerate capacity expansion, further strengthening South Korea’s competitiveness in the global semiconductor industry.
Onsemi Continues to Optimize Its Manufacturing Footprint
Onsemi has announced plans to divest two wafer fabrication facilities as part of its ongoing strategy to optimize manufacturing resources, reduce operating costs, and improve overall profitability. Its facility in the Philippines will be sold to Greatek Electronics, with the transaction expected to close within the next three to six months. Meanwhile, its Pennsylvania, U.S. wafer fabrication facility will be acquired by Silex Microsystems, with completion expected in 2028. The company stated that these transactions form part of its “Fab Right” strategy, under which it will continue focusing on core growth markets, including automotive electronics, industrial automation, and high-end power solutions, while improving the utilization of advanced manufacturing resources.
Qualcomm Acquires SAM
Qualcomm has announced the acquisition of Israeli cybersecurity company SAM Seamless Network in a transaction reportedly valued at more than US$150 million. Following completion of the acquisition, SAM will continue operating as an independent business unit. Leveraging SAM’s mature cybersecurity technologies, Qualcomm aims to further strengthen security capabilities across its home gateway, Internet of Things (IoT), and edge device portfolios while expanding its software offerings for carrier network infrastructure. The acquisition is expected to enhance Qualcomm’s overall solution competitiveness and deepen customer engagement.
Micron Expands U.S. Manufacturing Investment
Micron has announced that it will increase its total investment in U.S.-based wafer fabrication and technology development to more than US$250 billion, up from its previous commitment of US$200 billion. The additional investment is intended to strengthen domestic semiconductor manufacturing capabilities and support the company’s long-term objective of producing approximately 40% of its DRAM output in the United States by 2035. At the same time, Micron has signed a long-term supply agreement with Ford Motor Company to provide memory and storage solutions for Ford’s next-generation vehicle platforms, further reinforcing Micron’s strategic position in the automotive electronics market.
Intel Raises Prices Across Its CPU Portfolio
Intel has officially confirmed price increases across its CPU product portfolio, covering both desktop and mobile processors. Depending on the product, price adjustments range from several tens of U.S. dollars to several thousand dollars. The company stated that the increases are primarily driven by continued inflation in raw material, wafer manufacturing, and logistics costs. With the new pricing now in effect, procurement costs across distribution channels have also increased, and CPU market pricing is expected to remain firm in the near term.