Serenity: Chinese Power Semiconductor Companies Raise Prices for the Second Time This Year, Driven by AI Data Center Demand, Benefiting U.S. Power Semiconductor Stocks

BlockBeats News, June 26: By 2026, nearly all major Chinese power semiconductor manufacturers have announced price increases. Yangjie Technology announced a price hike of 10% to 15% across its entire product line starting July 1, marking its second price increase this year. Chongqing Huahong Microelectronics, Silan Microelectronics, and NCE Power have also followed suit with price adjustments. Serenity pointed out that the driving force behind this round of price increases has shifted from the cost side to the demand side—AI data center construction, energy storage system expansion, and the widespread adoption of new energy vehicles are collectively driving sustained growth in demand for power semiconductors. Serenity believes this trend sends a positive signal to the U.S. power semiconductor sector: tightening production capacity in China will reduce price suppression on similar U.S. products. Coupled with sustained demand validation and improved pricing power, U.S. power semiconductor stocks such as Alpha & Omega Semiconductor (AOSL) and Power Integrations (POWI) are expected to benefit. Moreover, these favorable factors have already begun to manifest ahead of the full adoption of the 800V DC architecture. Additionally, upstream material suppliers for power semiconductors are also likely to benefit. This includes materials such as copper and tin among non-ferrous metals, as well as plastic encapsulation materials, chemicals, and packaging consumables, which may see a simultaneous increase in demand. [Original Link]