半导体大厂英飞凌涨价

Group 1 - Infineon announced a price increase for power switches and related chips starting April 1, 2026, due to ongoing supply shortages and rising costs of raw materials and infrastructure [1] - The semiconductor market has seen a significant demand increase for Infineon's products, primarily driven by the deployment of AI data centers, leading to shortages of power switches and related chips [1] - Infineon stated that it has historically absorbed cost increases through internal efficiency improvements, but has reached a point where it can no longer fully absorb these costs, necessitating cost-sharing with customers and partners [1] Group 2 - Analog Devices Inc. (ADI) announced a price increase for its entire product line starting in February 2025, reflecting strong demand in automotive and industrial sectors [2] - Domestic chip manufacturers in China, including Zhongwei Semiconductor and Guoke Micro, have also announced price increases this year, indicating a broader trend in the industry [2] - There is strong upward pricing momentum for power devices, particularly for MOSFETs, with extended delivery times reported by several manufacturers, leading to multiple companies planning or implementing price hikes [2]