TI(US:TXN) 仪器信息网·2025-08-04 03:58Core Viewpoint - Texas Instruments (TI) announced a price increase for certain products effective August 15, 2025, marking the second price adjustment within the year, which is expected to have a broader impact and larger price increases across the industry [2][3]. Group 1: Price Adjustment Details - The price increase will affect a wider range of product models compared to previous adjustments, indicating a significant shift in pricing strategy [3]. - The recent price hike comes amid a competitive market for analog chips, which has seen continuous price declines over the past two years under TI's distribution [3]. - TI and Analog Devices, Inc. (ADI) are experiencing longer lead times for certain products, compounded by reports of tight wafer capacity among domestic chip manufacturers in China, suggesting that many local analog chip companies may follow TI's lead in raising prices [3]. Group 2: Economic Considerations - TI's decision to adjust prices takes into account changes in the global economic environment, including tariff policies and geopolitical risks, which are disrupting and reshaping global supply chains [3]. - The company emphasizes that any news regarding price changes should be understood in the context of the current complex international backdrop [3].