September 22, 2026 / SemiMedia / — onsemi has notified customers of a new pricing adjustment covering a broader range of products from October 10, 2026, as higher manufacturing costs and stronger demand for power, industrial and data center applications continue to affect semiconductor pricing. The company has not disclosed a uniform percentage increase or a complete list of affected part numbers.

According to the customer notice, onsemi cited continued increases in raw material, manufacturing, energy and infrastructure costs. The scope is broader than an earlier 2026 adjustment that applied to a more limited range of products.

AI data centers are becoming an increasingly important source of power semiconductor demand. onsemi said at its September Investor Day that the shift toward megawatt-scale AI racks is increasing semiconductor content across high-voltage power distribution and conversion, creating additional demand for power devices throughout the data center energy chain.

The move follows other semiconductor pricing actions this year. Texas Instruments has informed customers that pricing changes will vary according to product materials, technologies and manufacturing processes, while Renesas has announced another adjustment scheduled to take effect on January 1, 2027.

Growing AI server deployments are increasing demand for PMICs, MOSFETs and other power components while also tightening some mature-node manufacturing resources. Higher rack power levels are pushing data center architectures toward higher-voltage distribution and more efficient power conversion, increasing both the quantity and performance requirements of power semiconductors.

Supply chain sources in Taiwan have also indicated that some local power semiconductor suppliers are considering further price adjustments for non-contract products. With international suppliers including onsemi moving first, additional pricing changes could emerge in the fourth quarter of 2026 or early 2027.

Because onsemi has not published a portfolio-wide increase percentage, the actual impact will depend on individual part numbers, customer agreements and delivery schedules. Continued cost pressure and stronger power semiconductor demand suggest pricing will remain an important supply-chain issue heading into 2027.