TI product selection guide: Keep up with the wave of price increases and lock in high-demand, hot-selling models
As a global analog chip giant, Texas Instruments (TI) has occupied a leading position globally in the fields of analog chips, power management chips, MCUs, and more, thanks to its comprehensive product line and stable supply chain system. It serves a wide range of core sectors including industrial control, automotive electronics, AI IoT, and consumer electronics. Since 2025, TI has gradually emerged from the industry downturn, with the market situation continuing to recover, the trend of price increases becoming evident, and the supply and demand of core models being tight. This has become the core focus of product selection and layout. This article combines TI's recent industry situation and price increase trend to sort out the currently popular models Recently, the situation in the TI industry has seen substantial improvement, exhibiting a positive trend of "warming demand, optimized inventory, and focused production capacity". Since the industry entered an adjustment period at the end of 2022, TI has gradually achieved a reasonable reduction in inventory through optimizing inventory strategies and adjusting distribution channels. Its 221-day inventory days are strategically designed, rather than passive accumulation, with the core aim of ensuring immediate supply of standardized products. The Chinese market has become the most prominent region for TI in 2025, accounting for 20% of the company's total revenue. Leveraging the advantages of "one-stop procurement" and "spot supply", it is highly favored by domestic end manufacturers. Meanwhile, TI continues to increase its investment in the industrial and automotive sectors. Currently, the industrial sector accounts for about 35% of its business, and automotive electronics has become the main force for future expansion. This diversified end layout significantly enhances its anti-cyclical ability and drives sustained strong order growth. In addition, TI relies on the linkage between US wafer production capacity and Southeast Asian packaging bases to further enhance the flexibility of its supply chain and consolidate its market advantage. Price hikes have become the core trend in the current TI market, exhibiting characteristics of "multiple rounds of price adjustments, comprehensive coverage, and high-end leadership." Since June 2025, TI has taken the lead in initiating a global price increase, with the first round involving over 3,300 part numbers and an average increase of over 10%. In August of the same year, a second round of price increases was launched, covering over 60,000 part numbers and resulting in an overall increase of 10%-30%, with over 40% of products experiencing a price increase of over 30%. On April 1, 2026, TI once again initiated a comprehensive price increase, with the increase ranging from 15%-85%, covering all customers and core product lines, with industrial control chips experiencing the highest price increase. There are three main core driving factors for price increases: First, cost-side pressure, as silicon wafers, rare metals, and packaging and testing costs continue to rise, and the shortage of 8-inch wafer foundry resources further drives up production costs; second, demand-side explosion, as the demand for AI servers, new energy vehicles, industrial automation, and other fields surges, driving an imbalance between supply and demand of high-end chips; third, industry cycle recovery, as the low-price inventory clearance strategy of the previous two years has been completed, and industry prosperity continues to improve, promoting a rational return to prices. Taking into account market popularity, price increase trends, and application scenarios, we have sorted out the hot-selling models across various categories of TI products, covering core areas such as analog chips, power management chips, and automotive-grade chips. These models cater to different product selection needs, balancing cost-effectiveness with market potential. In the field of analog chips, TI, as an industry benchmark, has multiple models that continue to sell well. The AFE7769IABJ (FCBGA package) is a high-end RF analog chip suitable for communication equipment and test instruments. With its excellent signal processing capabilities, its price has recently increased by about 22%, and its supply is tight, making it a core choice for high-end communication equipment manufacturers. The ADS131M08-Q1, as a precision ADC chip, is suitable for medical and industrial detection scenarios, with high accuracy and strong stability, meeting the high demand in the industrial sector. Its price has increased by about 18%, and its market popularity continues to rise. Power management chips are TI's core competitive products, with popular models focusing on the industrial, automotive, and consumer electronics sectors. The LM34938-Q1 is an automotive-grade DC/DC controller, suitable for wireless charging scenarios in automobiles. It features a wide input voltage range of 36V, supports I2C control, and has recently seen a price increase of about 25% to approximately $2.54 per unit (in 1K batches), making it highly favored by new energy vehicle manufacturers. The UCG28836, as an AC/DC converter, integrates a GAN chip, offering high power density and low standby power consumption. It is suitable for 65W fast-charging devices and has recently seen a price increase of about 20% to approximately $2.36 per unit (in 1K batches), meeting the needs of the consumer electronics fast-charging sector. The LM65635, as a synchronous buck converter, supports a wide voltage input range of 3V to 65V, making it ideal for industrial power supply scenarios. It has recently seen a price increase of about 25% to approximately $1.47 per unit (in 1K batches), offering outstanding cost-performance ratio and strong market demand. In the automotive-grade and industrial-grade chip sectors, the supply and demand tension for popular models is particularly evident. SN74LVC2G17B-Q1 is an automotive-grade buffer that is compatible with automotive electronic control modules. It has a wide voltage range of 1.1V-5.5V and costs approximately $0.16 per piece (in 1K batches), with an increase of about 15%. It is suitable for small and medium-sized automotive-grade projects. Additionally, TI's digital isolators, isolated driver chips, and other products have seen the highest price increases due to surging demand from industrial automation and AI servers, making them key choices in the industrial sector. In summary, TI is currently in an uptrend of industry prosperity, with a clear and sustained trend of price increases, and tight supply and demand for core models. When selecting products, it is recommended to prioritize high-end models related to industrial, automotive electronics, and AI, with a focus on core material numbers that still have demand support after multiple rounds of price increases, while taking into account supply stability and cost control. At the same time, relying on TI's supply chain advantages, priority should be given to models with sufficient stock, and vigilance should be maintained against price fluctuations caused by short-term market speculation. Grasping the opportunity of industry price increases and accurately positioning popular models can help gain the upper hand in market competition. If you need TI products, please contact us