On July 1, nearly 20 analog and power semiconductor companies worldwide will initiate a new round of price increases, having already implemented multiple step-type (Note: 'ladder-like' or 'stepwise' could be used if a more natural English equivalent is desired) price adjustments throughout the year. Manufacturers report that current orders are robust, with improved visibility on production capacity. Analysis indicates that this round of price hikes is primarily driven by rising costs in wafer foundry services and raw materials, as well as a surge in demand for power chips due to the construction of AI data centers. Market share is expected to concentrate among leading chip companies that possess full IDM (Integrated Device Manufacturer) capabilities, have deep ties with upstream suppliers, and are involved in high-growth sectors.
