Electronics Supply Chain Challenges in 2026:
Growth, Pressure, and Price Increases

Analog Devices – Implemented a pricing adjustment (15% – 30%+) across its product portfolio starting February 1, 2026. The analog chipmaker continues to face sustained cost pressures throughout the semiconductor supply chain.

 Texas Instruments –  Is set to implement a new pricing structure effective April 1, 2026. Price hikes are expected in the 15%–85% range for many components, with certain items facing even higher adjustments.

Onsemi – Has started informing customers about an upcoming price increase for various products, effective April 1, 2026. This new pricing structure will apply to orders placed from April 1, 2026, onward, as well as to backlog scheduled for delivery after that date.

Alpha & Omega Semiconductor  – On March 9, 2026, Alpha and Omega Semiconductor (AOSL) announced a price increase scheduled for April 1, 2026. This decision is driven by the ongoing escalation in raw material, energy, logistics, and infrastructure costs.

NXP – Has released news of price increases to come to a portion of its product portfolio, that will take effect April 1, 2026.

Samsung Electronics – Samsung Electronics is set to implement another significant increase in NAND flash prices in Q2 2026, following a notable adjustment earlier this year. In the first quarter, Samsung already raised NAND prices considerably. With the new plan soon to be executed, Samsung’s NAND pricing could rise more than 200% in the first half of 2026 compared to levels at the beginning of the year.

Winbond – Pei-Ming Chen, president of Winbond, announced that DRAM prices are projected to increase by 90% to 95% in the current quarter, with a similar rise anticipated in the second quarter. By late June, market prices may reach nearly four times last year’s levels, fueled by tight supply and growing capacity demands from AI workloads. This translates to an anticipated 180% price increase within the first half of 2026.

SanDisk – SanDisk plans to sharply raise prices for enterprise-grade NAND flash used in solid-state drives in the first quarter of 2026, with quarter-on-quarter increases expected to exceed 100%.

TE Connectivity – TE Connectivity is set to implement a broad-based price increase across its global connector portfolio in early 2026, a move expected to add cost pressure across the semiconductor, automotive and data center supply chain, according to industry sources and channel communications.

Kemet – A Yageo subsidiary recognized for its high-reliability passive components, has recently informed customers of a price increase covering its tantalum capacitor series, which can reach up to 30%.

Panasonic – Has notified distributors and customers that prices for a wide range of its tantalum capacitors will increase by 15% to 30% starting February 1, 2026. Industry sources said the adjustment affects several dozen specifications, with the same rate applied to both distributor partners and direct accounts.

Infineon – Price increase announced and will start applying the new pricing on April 1, 2026. All new orders placed on or after this date as well as existing backlog shipping on or after April 1st.

Murata – Murata Manufacturing is considering increases to the prices of its premium multi-layer ceramic capacitors (MLCCs) due to a surge in demand driven by AI infrastructure investments. The company is currently analyzing the real demand from AI technologies and expects to make a clearer decision by the fourth quarter of this year, with a final decision expected by March 2027.

Omron – Has implemented a new round of price increases across its automation product portfolio, covering PLCs, industrial robots, sensors,and relays with adjustments ranging from 5% to as much as 50%. Orders confirmed from February 7, 2026, are being processed under the updated pricing system.

Molex – A global leader in electronic components, previously announced a price adjustment on select products, effective February 1, 2026. The company explained that despite efforts to improve operational efficiency and absorb the increased costs, the rising prices of metals used in manufacturing made this adjustment necessary.

Walsin Technology – Has recently sent price increase notices to customers, informing them that selling prices for part of its resistor portfolio will be raised starting February 1, 2026.

ROHM – Has announced that starting March 1, 2026, it will implement price increases on select semiconductor products. This decision comes in response to the rising costs of raw materials that have been impacting production since 2023. Although ROHM has taken steps to optimize production management and improve efficiency to alleviate some of the pressure, the overall cost burden remains significant.