1. ADI 2026.2.1 Price increase for all series, about 15% overall, up to 30% for military-spec products
ADI issued a formal price increase letter to the channel.
February 1, 2026The price of the entire range of products will be raised to cope with global inflationary pressures on raw materials, manpower, energy, logistics, etc.
Industry news: The overall increase is about
15%, nearly a thousand military-grade products may increase by as much as
30%, will be implemented in two phases.
2. TI Sherman 12-inch wafer fab SM1 officially goes into production
Texas Instruments 12-inch factory in Sherman, Texas, USASM1 officially put into operation, with a planned total investment of US$30 billion, four 12-inch factories (SM1–SM4) will be built in succession, focusing on analog and embedded processing chips for high-end applications such as automobiles, satellites, and data centers.
3. ON Semiconductor × GlobalFoundries cooperate to develop 650V GaN power devices
GlobalFoundries200mm silicon-based eMode GaNprocess, jointly develop next-generation high-voltage gallium nitride devices, first650V GaNProducts are used in AI power supplies, electric vehicles, new energy and other scenarios, strengthening ON Semiconductor’s layout in the field of smart power.
4. Infineon × Lenovo deepen cooperation in autonomous driving
Lenovo flagship autonomous driving domain controllerAD1/AH1Equipped with Infineon AURIX MCU, supportsL2~L4 level ADASand software-defined vehicles (SDV) to achieve high-speed in-vehicle network, AI computing and functional safety collaboration.
5. Institutions: Storage will increase by another 25%~35% in 2026
CFM flash memory market forecast:
- NAND (Mobile/PC):Q1 rise25%~30%
- DRAM (mobile phone/PC):Q1 rise30%~35%Storage costs will continue to be transmitted to the terminal, driving a new round of price increases for the entire machine.
6. Memory shortage + rising costs, smartphone shipments to fall by 2.1% in 2026
Counterpoint：
- Rising component costs10%~25%
- The average price of mobile phones is forced to increase6.9%
- Global smartphone shipments year-on-year-2.1%This is in sharp contrast to the slight increase previously forecast and the estimated increase in 2025.
7. GigaDevice launches GD32H78D/77D series of high-performance MCUs
New product adoptionCortex-M7 core, clocked at 750MHz, integratedMIPI DSIThe interface and mathematical acceleration engine are designed for high-end HMI, handheld PTZ, medical, smart home and other human-computer interaction scenarios.
8. VeriSilicon continues to strengthen RISC-V layout
The termination of the acquisition of Xinlaizhirong will not affect operations, and the cooperation between RISC-V and automotive chips will be deepened in the future;
Already provided for a new energy vehicle company
5nm autonomous driving chip customization service, and advance the in-vehicle Chiplet platform.
9. Nanocore releases NSI1611 isolation voltage sampling chip, mass production in January 2026
Upgraded wide voltage and high impedance input and flexible output forNew energy vehicle main drive, OBC, industrial servo/inverter, fully replacing the previous generation NSI1311 series.
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