December 16, 2025 /SemiMedia/ — Analog Devices said it will implement a pricing adjustment across its product portfolio starting February 1, 2026, as the analog chipmaker continues to face sustained cost pressures throughout the semiconductor supply chain.

Structural cost pressures in the analog semiconductor supply chain

In a notice sent to customers, the U.S.-based supplier cited prolonged increases in raw materials, labor, energy and logistics expenses. While the company said it has taken steps to improve operational efficiency, it noted that some costs “cannot be absorbed through these measures” and must be reflected in pricing.

The revised pricing will apply to all new orders placed on or after February 1, 2026, as well as existing backlog shipments delivered from that date onward. Orders shipped prior to the effective date will continue to be invoiced under current pricing, the company said.

Analog Devices also advised customers to update internal systems to reflect the new pricing structure and encouraged direct engagement with its support teams for clarification.

Pricing strategies gain importance amid resilient end-market demand

The move highlights ongoing structural cost challenges facing the analog and power semiconductor segment. With demand from industrial, automotive and high-reliability communications markets remaining resilient, pricing decisions by leading suppliers are increasingly influencing downstream sourcing strategies and cost planning.