金色财经|Aug 20, 2026 14:26
[A New Wave of Chip Price Increases Hits as Semiconductor Companies Announce Price Hikes in Quick Succession]
According to a report by Jinse Finance, the "siphon effect" of AI on the semiconductor supply chain continues to intensify. Entering the second half of 2026, a new wave of chip price increases is sweeping through with broader coverage and greater intensity. On August 10, leading RF chip manufacturer Maxscend issued a price adjustment notice, announcing that new prices for its entire RF product line will take effect starting September 1. The following day, Nationz Technologies followed suit, raising prices for some MCU products by 10% to 20%. Among international giants, STMicroelectronics (ST) will implement its third price adjustment of the year on August 23, while Analog Devices (ADI) will enforce its second round of new pricing starting September 13. From memory chips to MCUs, from RF front-end components to power semiconductors, from analog chips to passive components, price adjustment notices are being issued in rapid succession. Compared to the price hikes in the first half of the year, this round is characterized by a more pronounced "siphon effect" caused by the explosive demand for AI computing power on mature process capacity. Coupled with rising supply chain costs, ongoing tightening of supply and demand, and the expansion of domestic substitution demand, these factors are collectively driving the semiconductor industry into an upward cycle of simultaneous growth in both volume and price.
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