[Power Semiconductor Prices Rise Again in a Stepped Manner, with Manufacturers Saying 'AI-Related Power Supply Orders Are Overwhelming, We Simply Can't Keep Up'] According to a report by Golden Finance on June 27, citing the Science and Technology Innovation Board Daily, the surge in power consumption from AI computing clusters has made power semiconductors the new growth engine for the industry after storage. This has triggered another wave of price increases in the sector. 'Our AI-related power supply orders are "overwhelming," and we simply can't keep up with the demand,' a representative from a power semiconductor manufacturer told a reporter from the Science and Technology Innovation Board Daily. 'As one of the few domestic manufacturers with mass production capabilities, our products—ranging from primary power supplies like 800V HVDC for data centers to secondary power supplies for servers—have entered the supply chains of several leading customers and achieved large-scale production. As a result, order demand is extremely strong.' Multiple industry insiders predict that this cost-driven price increase cycle will continue for some time. Additionally, the industry is expected to accelerate the elimination of low-end production capacity for power devices, with market share concentrating among leading chip companies that possess IDM full-chain capabilities, are deeply integrated with upstream suppliers, and are involved in high-growth sectors.