On June 29th, reports surfaced indicating that, commencing July 1st, close to 20 analog and power semiconductor companies globally are poised to embark on a new phase of price hikes. This move follows a series of staggered price adjustments that have occurred throughout the year. Manufacturers have noted that their current order volumes are strong, and they have gained better visibility into their production capacities. Analysts suggest that this latest round of price escalations is mainly propelled by the combined effects of escalating wafer foundry costs and raw material expenses, coupled with a significant uptick in demand for power chips driven by the ongoing construction of AI data centers. It is anticipated that market share will increasingly gravitate towards leading chip companies that boast comprehensive IDM (Integrated Device Manufacturer) capabilities, maintain close relationships with upstream suppliers, and are active in high-growth industries.
