On July 1, reports surfaced indicating that approximately 20 chip manufacturers, both domestic and international—including prominent names like Infineon, Texas Instruments, and STMicroelectronics—have recently implemented collective price increases. The primary focus of these hikes is on power semiconductors, with certain manufacturers having already adjusted their prices multiple times throughout this year. As the world's foremost producer of power semiconductors, Infineon addressed the rationale behind these price surges. During a media briefing on June 30, David Poon, the company's Global Senior Vice President and President of Greater China, explained that the primary driving force behind the increases is the escalating costs, notably the surge in raw material prices. The robust demand for power semiconductors is largely propelled by the AI sector, particularly the burgeoning electricity requirements of AI data centers. Infineon further clarified that its current AI business capacity is being dynamically and flexibly adapted in response to market demand, while simultaneously pursuing the expansion of new production capabilities.