芯片涨价！两家上市公司率先调价

Core Viewpoint - The semiconductor industry is experiencing significant price increases due to supply shortages and rising costs, with companies like Zhongwei Semiconductor and Guokewi announcing price hikes of 15%-50% and 40%-80% respectively for various products [1][8][9]. Group 1: Price Adjustments - Zhongwei Semiconductor has issued a price adjustment notice, increasing prices for MCU and Nor Flash products by 15%-50% due to industry-wide chip supply constraints and rising costs [1][3]. - Guokewi has announced price increases for its KGD products, with hikes of 40%, 60%, and 80% for different memory capacities starting January 2026 [8][10]. Group 2: Market Reactions - Following the price announcement, Zhongwei Semiconductor's stock reached a peak increase of 19.47%, closing at 54.61 yuan per share, while Guokewi's stock saw a slight decline of 0.76% [8][9]. Group 3: Industry Context - The semiconductor sector is facing a "supply-demand imbalance" and high costs from raw materials and manufacturing, prompting a new round of price adjustments across the industry [9][11]. - Major semiconductor companies, including Texas Instruments and ADI, have already initiated price increases, indicating a broader trend in the market [9][11]. Group 4: Company Performance - Zhongwei Semiconductor expects a revenue of approximately 1.122 billion yuan for 2025, a year-on-year increase of about 23.07%, and a net profit of around 284 million yuan, reflecting a growth of approximately 107.55% [9][10]. - In contrast, Guokewi anticipates a net loss of 180 million to 250 million yuan for 2025, attributed to increased R&D and operational costs, alongside a decrease in revenue [10]. Group 5: Factors Driving Price Increases - The price hikes are driven by a combination of rising costs across the supply chain, structural supply-demand imbalances, and increased demand for AI-related semiconductor products [11][12]. - Analysts note that the demand for AI computing is significantly impacting the semiconductor market, leading to a surge in prices for certain chip categories [11][12].