Mei Ri Jing Ji Xin Wen·2026-01-27 16:36Group 1 - Two semiconductor companies, Zhongwei Semiconductor and Guokewi, announced price increases for their chips due to severe supply-demand conditions and rising costs [1][3] - Zhongwei Semiconductor will raise prices for MCU and Nor flash products by 15% to 50%, citing longer delivery cycles and increased costs for packaging and testing [1][3] - Guokewi has issued a price increase of 40% for 512Mb KGD products, 60% for 1Gb KGD products, and 80% for 2Gb KGD products, with further adjustments to be announced for other products [5][7] Group 2 - Zhongwei Semiconductor expects a net profit of approximately 284 million yuan for 2025, representing a year-on-year increase of about 107.55% [3] - Guokewi anticipates a net loss of 18 million to 25 million yuan for 2025, primarily due to not adjusting product prices in response to rising raw material costs [7] - As of January 27, Zhongwei Semiconductor's stock price was 45.71 yuan per share, with a market capitalization of 18.3 billion yuan, while Guokewi's stock price was 144 yuan per share, with a market capitalization of 31.3 billion yuan [3][7]