The Increases Are Synchronized
Texas Instruments' April adjustment ranged from 15% to 85% across exposed products, followed by another adjustment on July 1. Analog Devices moved 10% to 30% from February 1, averaging around 15% with military-grade products at the high end.
ST, Infineon, NXP, and onsemi have also moved selectively across power, MCU, MOSFET, and analog portfolios. The pattern matters more than any single supplier notice: buyers can no longer assume an alternate manufacturer is still working from last quarter's cost base.
The second risk is quote duration. On constrained active lines, a price can expire before an internal approval chain finishes.
The MCU Queue Is Back
Standard STM32 automotive and industrial families are quoting around 52 weeks, with some automotive-grade positions reaching 55 weeks. Infineon MCU and power-device lead times sit around 20 to 30 weeks.
These are not exotic accelerators. They are control, interface, and power devices embedded across long-lived industrial and automotive platforms. A delayed MCU can strand an otherwise complete assembly, and a redesign can trigger firmware, EMC, functional-safety, and customer requalification work.
The low-cost, readily available MCU market of 2025 is no longer a safe planning assumption.
Packaging Is the Constraint Behind New Silicon
Advanced packaging is repricing faster than many wafers. ASE raised advanced-packaging quotes by more than 20%, while CoWoS-S and CoWoS-L capacity is booked at 52 to 78 weeks.
That queue affects more than AI companies. Packaging capacity, substrate supply, and test resources are being prioritized toward the highest-value programs, leaving lower-volume industrial and communications customers to absorb longer schedules downstream.
New wafer capacity does not become shippable product until packaging and test are available. A foundry expansion without a packaging slot is not relief.
Treat Pricing and Lifecycle as One Problem
The sourcing response cannot stop at negotiating a percentage. Every exposed line needs a coverage period, approved alternate, qualification owner, and last responsible date for redesign.
The best time to discover that an alternate requires a firmware change or a new safety file is before the incumbent reaches 52 weeks.
What Buyers Should Do Now
- Next 48 hours: Audit open TI, ADI, ST, and Infineon quotes for expiration, lead time, and NCNR terms. Escalate any STM32 line without coverage through Q1 2027.
- Next 30 days: Build a second-source matrix for MCUs, power devices, and analog parts. Include firmware, pinout, EMC, and certification work—not just a parametric match.
- Next 90 days: Align active-component forecasts with packaging and test capacity. Place long-lead commitments before the 52- to 78-week packaging queue reaches your launch schedule.