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On July 13, reports indicated that in the first half of 2026, propelled by the soaring demand from AI data centers and 800V platforms for new energy vehicles, coupled with a reduction in 8-inch wafer production capacity and escalating raw material costs, nearly 20 power semiconductor companies worldwide have implemented frequent (Note: The term "dense" is replaced with "frequent" to better convey the idea of multiple, successive price adjustments in a given period) price adjustments in a coordinated manner. This wave of price hikes is characterized by its moderate yet steady nature and is anticipated to persist until 2027. Companies operating under the Integrated Device Manufacturer (IDM) model stand to gain significantly, domestic manufacturers are accelerating their technological advancements, and the industry as a whole is moving towards high-quality development.
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