en.Wedoany.com Reported - Since April, a wave of price increases sweeping through the global semiconductor industry chain has accelerated its transmission from the cost side to the entire chain. According to Infineon's price increase notice issued in April, due to the continued tight supply of power switches and related chips, coupled with rising raw material and infrastructure costs, the company will raise prices for some products in April 2026. Texas Instruments officially implemented price adjustments for some products starting April 1st, with increases ranging from 15% to 85% depending on the device and product series. STMicroelectronics issued an official price increase letter, announcing price hikes for multiple product lines starting April 26th.
Leading domestic manufacturers have followed suit intensively. According to Puram Semiconductor's announcement on March 31st, the company decided to increase prices for general-purpose MCU-related products starting April 15, 2026. According to the price adjustment announcement sent by Nexchip to customers, wafers produced starting June 1, 2026, will see a 10% price increase, attributed to factors including the international situation, supply chain fluctuations, and rising raw material costs. In terms of memory chips, according to Shanghai Securities News, Samsung and SK Hynix issued notices to customers on March 2nd, announcing a uniform increase of approximately 40% in DDR5 chip prices for the second quarter, with some memory product prices soaring by up to 100%.
The secondary market quickly reflected the expectation of price increases. This wave of price hikes is jointly driven by cost pressures from the supply side and increased AI demand, coupled with supportive domestic industrial policies, which are expected to directly boost the profit expectations of semiconductor companies. Among them, segments with rising domestic substitution rates, such as equipment and materials, as well as leading manufacturers with the ability to pass on costs, are expected to benefit first.
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