Texas Instruments (TI) Price Revision: September 2026 | Why Purchasing Managers Should Verify Affected Part Numbers, Outstanding Orders, and Quotation Terms

Last Updated: September 15, 2026

According to overseas industry reports, Texas Instruments (TI) announced upcoming price adjustments across its product portfolio in a customer price notification dated September 1, 2026.However, publicly available information does not confirm a uniform price increase rate applicable to all products, a complete list of all affected part numbers, or a new effective date common to all customers. Purchasing managers should check the notifications for each MPN (Manufacturer Part Number) they actually use, rather than assuming “how many percent prices will increase across TI as a whole.”

Confirmed Facts and Unconfirmed Points

Confirmed Facts

• Overseas industry sources report that TI issued a price notification to customers dated September 1, 2026.
• According to these reports, the extent of price adjustments varies by product and reflects differences in materials, process technology, and manufacturing methods.
• It is reported that product-specific details will be communicated individually through customer accounts and other channels.
• In TI’s official Q2 2026 financial results, revenue totaled $5.463 billion, a 23% increase year-over-year. The industrial, data center, and automotive sectors drove this growth. Analog revenue increased 26% year-over-year, while Embedded Processing revenue rose 16%.
• TI forecasts third-quarter revenue to be between $5.65 billion and $6.15 billion.

Points that cannot be confirmed at this time

• A blanket condition stating, “All TI products will see a uniform X% price increase”
• A publicly available list of all affected part numbers
• A uniform price effective date applicable to all customers and orders
• Whether existing backorders will remain at the old prices
• Actual inventory levels, spot prices, and latest delivery dates for each model

Therefore, you should not make decisions regarding the price, inventory, or delivery date for individual part numbers without first confirming the actual quotation terms.

Impact on Procurement

The key point here is not the price increase rate itself, but rather that “price conditions may change on a part-number-by-part-number basis.”Even within the same TI product line, manufacturing processes and packaging conditions differ for power supply ICs, amplifiers, ADCs/DACs, interfaces, MCUs, and isolated ICs, among others. To assess the impact on the BOM, you must calculate the difference between the annual usage volume for each MPN and the new and old unit prices.

In particular, you should prioritize checking part numbers that meet multiple of the following conditions: (1) high annual usage volume, (2) time-consuming alternative qualification, (3) low safety stock, and (4) reliance on a single manufacturer.

Items Purchasing Staff Should Check Immediately

• Official Part Number (MPN): Ensure exact matches, including suffixes and package types
• Current price and new price: Calculate the annual cost difference
• Price Effective Date: Confirm whether it is based on the order date or the shipment date
• Open Orders: Verify whether the price change affects existing purchase orders
• Quote Validity Period: Confirm whether the old quote remains valid for restocking
• Annual Forecast: Organize required quantities for Q4 2026 through 2027
• Substitutability: Confirm whether approved alternatives exist or if design changes are required

Before rushing to place an order, prioritize risks by part number

Placing orders ahead of schedule across the board solely based on price revision information may result in excess inventory. It is more reasonable to first list annual quantities, months of inventory, difficulty of substitution, outstanding orders, and desired delivery dates, and then prioritize parts with both significant financial impact and supply risk.

Practical Comments from AI Components

For manufacturers with a very broad product portfolio, such as TI, it is important to verify the supply chain and pricing terms for each specific part number actually in use, rather than relying solely on the “overall price increase rate” for the manufacturer. Particularly for components directly tied to continued production, you can expedite procurement decisions by simultaneously organizing not only price information but also standard supply channels, overseas markets, potential substitutes, date codes, and inspection requirements.

Please note that we do not provide unverified market inventory, prices, or delivery times as confirmed information. We will respond after verifying the supply conditions for each specific project.

Please send us the part number, quantity, and desired delivery date

If you require assistance with TI product price changes, extended lead times, backorders, overseas sourcing, or substitute part searches, please provide the following information:

• Manufacturer: Texas Instruments
• Official Part Number (MPN)
• Quantity required
• Desired Delivery Date
• Target price (if available)
• Availability of Alternatives
• Required Specifications (e.g., Date Code, RoHS, CoC)

At AI Components Co., Ltd., we verify potential domestic and international suppliers, EOL and long-lead items, market inventory, and alternative candidates on a part-number basis.

Note: This article is based on publicly available information and industry intelligence confirmed as of September 15, 2026. Since we have not been able to confirm a uniform price increase rate, the full list of affected part numbers, or a common effective date regarding TI’s price adjustments, please verify the latest conditions for individual part numbers on a case-by-case basis.