In 2026, the global semiconductor industry is experiencing a significant wave of price hikes. Not only are the prices of advanced-process chips on the rise, but mature-process chips, after undergoing nearly three years of price adjustments, are also beginning to stabilize and witness price increases. Recently, this trend of price hikes has extended further upstream to the power component sector. Domestic companies, exemplified by China Resources Microelectronics, have taken the lead in raising their product prices. Concurrently, semiconductor manufacturers based in Taiwan, China, such as Panjit International, Powertech Technology, and Tech Semi, are engaging in discussions with their clients regarding potential price increases, with some products seeing a price surge of up to 20%. This pricing phenomenon is primarily fueled by a confluence of factors, including escalating prices of raw materials and essential precious metals, heightened costs in wafer foundry and packaging/testing processes, a surge in demand for AI computing power, and the widespread implementation of high-voltage platforms in new energy vehicles.
