Group 1 - The core viewpoint of the article highlights the ongoing price increases in the semiconductor industry, particularly affecting power chips and BCD production [1] - Semiconductor companies, including SMIC, have notified clients of a 10% price increase for 8-inch BCD chips, indicating a broader trend of rising costs [1] - The price hikes have spread from initial increases in U.S. electricity costs to various sectors, including storage, lithium batteries, and now AI server power chips [1] Group 2 - TSMC is also expected to raise prices for its 2-3nm chips, suggesting that the trend of increasing costs is affecting multiple technology nodes [1] - The supply-demand imbalance continues to manifest across different segments of the semiconductor industry, indicating persistent market pressures [1]
涨价蔓延了
小熊跑的快·2025-12-25 00:47