7月1日起集中调价,近20家半导体企业开启新一轮涨价潮
Odaily Planet Daily News Nearly 20 global analog and power semiconductor companies are set to launch a new round of price increases starting July 1, with multiple batches of tiered adjustments already observed this year. Many manufacturers report that current orders are full, and capacity visibility has significantly improved. Analysis indicates that the core driver of this price hike stems from the cost pressure arising from wafer foundry and raw material price increases, which resonates with the surge in demand for power chips driven by AI data center construction. Market share will concentrate among leading chip companies that possess full IDM chain capabilities or have deep ties with upstream suppliers, and are involved in high-prosperity sectors. (21st Century Business Herald)
