成本上升叠加AI需求，功率半导体龙头宣布提价

Group 1 - Infineon announced a price increase for power switches and related chips starting April 1, 2026, due to ongoing supply constraints and rising costs of raw materials and infrastructure [1] - The semiconductor market is experiencing significant demand growth for certain Infineon products, primarily driven by the large deployment of artificial intelligence data centers, leading to shortages of power switches and related chips [1] - To support the increasing demand, Infineon plans to make substantial additional investments to expand wafer production capacity [1] Group 2 - Guosen Securities analysis indicates that power device demand is accelerating due to exponential increases in electricity consumption at data centers, with SiC/GaN technologies expected to see growth opportunities [1] - The demand for energy storage is also increasing, which is driving a simultaneous rise in power device demand [1] - In a context of moderate demand recovery, prices are stabilizing, and with leading companies increasing their market share, overall growth is expected to remain steady [1]