Analog Devices Signals Broad Price Increases Starting February 2026 Analog Devices Inc. (ADI), the world's leading supplier of analog semiconductors, has recently communicated clear signals to select customers regarding an upcoming round of price adjustments. According to industry sources, ADI plans to implement new pricing across nearly its entire product portfolio beginning February 1, 2026.
Sources familiar with the matter indicate that ADI is expected to issue formal price notices to customers in stages before the end of 2025. The adjustment will not be applied uniformly. Instead, pricing changes will vary based on customer classification, partnership level, and specific part numbers.
Based on currently available information, the overall price increase is expected to average around 15%. ADI has cited sustained pressure from elevated raw material costs, labor expenses, energy prices, and logistics fees as the primary drivers behind the move, noting that inflationary pressures remain persistent across its supply chain.
ADI explained to customers that it has spent recent quarters absorbing rising costs internally by improving manufacturing efficiency and optimizing operations. However, amid the cumulative impact of multiple cost factors, the company acknowledged that a portion of these pressures can no longer be fully offset through internal measures alone, necessitating a price adjustment.
One area drawing particular attention is military-grade products. Nearly 1,000 military-qualified part numbers, primarily those with the /883 suffix, are expected to see steeper increases, with some prices potentially rising by as much as 30%.
Final implementation details for these products are still under review and will be clarified in the official pricing notice. ADI has also clearly defined the scope of the new pricing policy. All new orders placed on or after February 1, 2026, as well as backlog orders processed from that date onward, will be subject to the revised pricing. Orders that have already shipped prior to that date will continue to be billed under existing price terms.
The company has advised customers to update internal quotation systems and order management processes in advance to ensure a smooth transition. ADI also recommends maintaining close communication with its sales and support teams to confirm implementation details during the rollout. From a broader industry perspective, the price adjustment comes as the analog semiconductor market enters a recovery phase.
According to ADI's public financial disclosures, the company’s fiscal 2025 revenue exceeded USD 11 billion, representing year-over-year growth of approximately 17%. Key end markets—including industrial, communications, and automotive—each delivered double-digit growth.
Demand related to AI-driven data center expansion, automatic test equipment (ATE), new energy vehicles, and industrial automation has been particularly strong, serving as a major driver of the company's earnings rebound. ADI's move is not an isolated case. In recent months, signs of upward pricing momentum have emerged across the global electronic components market.
As a bellwether in the analog segment, ADI's decision is likely to influence cost planning and procurement strategies for downstream customers in defense, industrial control, and automotive electronics.
In response, some authorized distribution channels have already begun reviewing inventory structures, prioritizing high-demand core part numbers, and assisting customers with advance purchasing plans to mitigate potential cost exposure ahead of the price increase.
Against the backdrop of rising analog IC prices and increasing uncertainty around lead times and costs, gaining early visibility into market developments and maintaining a flexible supply chain strategy have become critical tools for risk mitigation.
As a global electronic components service platform, Ezkey has built long-term partnerships with more than 5,000 qualified suppliers worldwide, covering key categories such as analog ICs, power devices, and passive components. By leveraging multi-channel price comparison and inventory consolidation capabilities, Ezkey helps customers secure reliable supply and more competitive sourcing options ahead of major pricing inflection points.
For ADI and other mainstream semiconductor brands, please contact Ezkey sales representative. Proactive engagement can help mitigate price volatility and strengthen control over supply chain planning.
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