Shenzhen China Micro Semicon (SH:688380) 中国基金报·2026-01-27 13:32Core Viewpoint - Zhongwei Semiconductor announced a price increase of 15% to 50% for certain chip products due to industry-wide chip supply tightness and rising costs [2][5]. Group 1: Price Increase Announcement - The price adjustment is attributed to longer delivery cycles for packaged products and significant increases in costs, including packaging and testing fees [5]. - Zhongwei Semiconductor indicated that if costs change significantly again in the future, prices will be adjusted accordingly [6]. Group 2: Market Response - On January 27, the semiconductor sector showed signs of recovery, leading the market [8]. - Zhongwei Semiconductor's stock closed at 45.71 yuan per share, with a market capitalization of 18.3 billion yuan [9]. Group 3: Industry Insights - Long-term market focus remains on AI-driven high-end semiconductor sectors and domestic substitution trends, which are expected to provide substantial growth opportunities for the semiconductor industry [6]. - Dongguan Securities noted that the price increases across the semiconductor supply chain could exert pressure on downstream consumer electronics costs, potentially affecting terminal shipments [13].