1月29日， 纳芯微 涨超16%，截至发稿，涨16.01%，报163.8港元，成交额1.01亿港元。
消息面上，继存储芯片接连涨价后，芯片涨价的公司、品类都在扩容。据上海证券报，记者从产业链了解到，既存储芯片大幅涨价后，已有模拟芯片公司开始对部分产品进行涨价。公开资料显示，从2025年底起，德州仪器、ADI等国际模拟公司开始对部分产品陆续启动涨价，涨价品类对应的下游应用领域主要为AI服务器、汽车电子等。值得一提的是，德州仪器最新给出的强劲展望，凸显模拟芯片订单回升。
弗若斯特沙利文资料显示，2024年按模拟芯片收入计，纳芯微在中国模拟芯片厂商中位列第五，同时也是国内前十厂商里唯一重点布局传感器、信号链芯片、电源管理芯片三大产品线的企业。开源证券此前研报指出，2026年随下游需求持续复苏及AI资本开支维持高景气，国内模拟需求及价格亦存在上行机会。
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