最高涨 50%！两家芯片厂调价，涉及多款芯片产品

Core Viewpoint - The semiconductor industry is experiencing a price increase due to supply-demand tension and rising costs, as evidenced by price hikes from domestic companies Guokewai and Zhongwei Semiconductor [1][2]. Group 1: Price Increases - Guokewai announced price increases for its KGD series products, with specific hikes of 40% for 512Mb KGD, 60% for 1Gb, and 80% for 2Gb, driven by a widening storage chip gap and rising costs in packaging and testing [1]. - Zhongwei Semiconductor raised prices for its core products, including MCUs and Nor flash, by 15% to 50%, citing increased manufacturing costs and longer delivery cycles [1]. Group 2: Market Reaction - Following the price announcements, the semiconductor sector saw a positive response in the capital markets, with Guokewai's stock rising by 5.91% and Zhongwei Semiconductor's by 6.35% on January 27 [2]. Group 3: Industry Trends - The price increase from these companies reflects a broader trend in the semiconductor industry, with Samsung Electronics raising NAND flash contract prices by over 100% and other segments like wafer foundries and passive components also initiating price hikes [4]. - Factors contributing to this trend include surging AI computing demands, production cuts from overseas wafer fabs, and rising prices of raw materials like silver and copper, indicating that future price movements will closely align with supply-demand dynamics and cost fluctuations [4].