金色财经|6月 29, 2026 07:23
[New Wave of Price Increases Among Nearly 20 Semiconductor Companies Starting July 1]
Golden Finance reports that on June 29, according to 21 Finance, nearly 20 global analog and power semiconductor companies are set to initiate a new round of price hikes starting July 1. Throughout the year, there have already been multiple instances of tiered price adjustments. Many manufacturers have stated that current orders in hand are robust, and production capacity visibility has significantly improved. Analysts point out that the core driver of this round of price increases stems from cost pressures caused by rising wafer foundry and raw material prices, coupled with the surge in demand for power chips driven by AI data center construction. Market share is expected to concentrate among leading chip companies with IDM full-chain capabilities or deep upstream integration, as well as those involved in high-growth sectors.
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