Texas Instruments hikes analog chip prices and guides Q1 revenue of $4.32B–$4.68B

TXNTXN

Texas Instruments raised analog chip prices in 2025, prompting US and European peers to follow suit and rebalancing the analog IC market. It provided first-quarter 2026 revenue guidance of US$4.32 billion to US$4.68 billion, driven by rare Q1 growth from turnaround orders and robust data center momentum.

1. Analog Market Rebalance

Texas Instruments implemented price hikes across its analog IC portfolio in 2025, prompting several US and European peers to follow suit and easing price competition in industrial and automotive control segments.

2. Rare Q1 Growth and Guidance

TI has forecast first-quarter 2026 revenue of US$4.32 billion to US$4.68 billion, underpinned by a rare sequential growth spurt driven by turnaround orders and robust data center momentum that exceeds typical low-single-digit seasonality.

Sources

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