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Since April, a wave of price hikes has swept through the global semiconductor industry chain, extending from the cost side to encompass the entire sector. Prominent international and domestic manufacturers have sequentially announced price adjustments, signaling the industry's shift from price-based competition to a focus on profit restoration. Analysts note that this round of price increases is fueled by a combination of supply-side cost pressures and burgeoning AI demand, bolstered by supportive domestic industrial policies. Semiconductor companies are anticipated to see a rise in profit expectations, with leading manufacturers in segments such as equipment and materials—where localization rates are on the rise—and those capable of effectively passing on costs, poised to reap the initial benefits.
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