Nearly 20 semiconductor companies launch a new round of price hikes, with centralized adjustments starting July 1

CoinFeed June 29 news, according to 21 Finance, the high prosperity of the AI super cycle is fully transmitting to upstream bottleneck links. Nearly 20 global analog and power semiconductor companies are about to initiate a new round of price increases on July 1, and this year has shown the characteristic of multiple batches of stepped price adjustments. Many manufacturers say that current orders on hand are full, and capacity visibility has significantly improved. Analysis points out that the core driving force of this round of price increases comes from the cost pressure brought by wafer foundry and raw material price increases, resonating with the surge in demand for power chips brought by AI data center construction. Market share will concentrate on leading chip companies that have IDM full-chain capabilities or deep binding with upstream, and are involved in high-prosperity tracks. It is understood that the increase for AI server, data center dedicated power management chips and high-voltage signal chain analog chips is 15% to 25%, and for industrial automation, energy storage isolation chips is 10% to 15%.