最新消息！传TI又要涨价了！

Core Viewpoint - Texas Instruments (TI) is expected to implement another price increase, marking the third such occurrence in 2023, with significant implications for the semiconductor market [3][5]. Price Increase Details - TI is set to raise prices on approximately several thousand models starting September 1, following similar rumors in June and July [3][4]. - Previous price increases in June and August were confirmed by various distributors, with the August increase affecting over 60,000 models and ranging from 10% to over 30% for some products [5][6]. Market Conditions and Company Performance - TI's revenue growth has been slower compared to its competitor Analog Devices (ADI), with TI reporting year-on-year revenue increases of 11% and 16% in Q1 and Q2, respectively, while ADI achieved over 20% growth [6]. - The automotive sector, a key market for TI, has not fully recovered, with Q2 revenues showing only single-digit growth year-on-year and a slight decline quarter-on-quarter [6][7]. - TI's gross margin has been under pressure, reported at 57.89% in Q2, compared to ADI's long-term average of around 70% [6]. Inventory and Demand Outlook - TI anticipates a moderate recovery in the semiconductor market through 2025, with current inventory levels exceeding 200 days, indicating a potential oversupply [6][9]. - The price increase may help alleviate inventory pressures for distributors, potentially leading to a more active market as customers seek alternatives or current stock [9].