Nearly 20 global analog and power semiconductor companies are set to implement a new round of price hikes starting July 1, driven by the booming AI super cycle. This follows several incremental price adjustments earlier this year. The increases, ranging from 10% to 25%, are attributed to rising costs in wafer foundry and raw materials, coupled with heightened demand for power chips in AI data centers.
Key segments affected include power management chips for AI servers and data centers, and high-voltage signal chain analog chips, which will see price hikes of 15% to 25%. Industrial automation and energy storage isolation chips will experience a 10% to 15% increase. Meanwhile, low-end consumer products will face moderate adjustments, with some maintaining current prices due to sufficient inventory. Analysts note that market share is likely to concentrate among leading chip companies with comprehensive IDM capabilities or strong ties to upstream suppliers.
Semiconductor Firms Announce Price Hikes Amid AI Demand Surge
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