As per a research report from CITIC Securities, firms operating in numerous sub - sectors within the electronics industry have recently put out price increase notices. These notices encompass areas like memory, Copper Clad Laminate (CCL), Bismaleimide Triazine (BT) substrate, wafer foundry services, as well as packaging and testing.

The driving forces behind these price hikes are twofold. Firstly, since 2025, there has been a substantial surge in upstream metal costs. Secondly, the booming growth of AI technology has spurred robust demand.

It's worth noting that this round of price increases is primarily propelled by the ultra - rapid growth of AI. Meanwhile, the demand in the consumer electronics and automotive electronics sectors is currently facing some pressure. Therefore, it is prudent to focus on segments such as memory, CCL, BT substrate, wafer foundry, and packaging. These segments are poised to reap the most obvious benefits from the ongoing price increase trend.