两家晶圆厂，官宣涨价

Core Viewpoint - The semiconductor industry is experiencing a significant supply-demand structural reversal, leading to a seller's market, particularly in mature process nodes, as evidenced by World Advanced's announcement to raise foundry prices starting April 2026 [2][5]. Group 1: Supply-Demand Dynamics - A structural shortage in mature process nodes is becoming the norm due to strategic exits by leading foundries from 8-inch and 6-inch production lines, with TSMC and Samsung shifting focus to 12-inch and advanced processes [2]. - The global 8-inch wafer foundry market is projected to experience a rare negative growth of 2.4% in 2026, indicating a tightening supply for mature processes in the next 1-2 years [3]. - The demand for mature processes is surging due to the rapid growth of AI server data centers, which require upgraded power management architectures, thus increasing the demand for power management ICs and components [3]. Group 2: Price Adjustments and Industry Responses - World Advanced has decided to raise its foundry prices to reflect rising costs and ensure healthy operations, starting from April 2026, amidst increasing operational costs due to inflation and supply chain pressures [4][5]. - Hefei Jinghe Integrated Circuit (Nexchip) announced a 10% price increase for its foundry services effective June 1, 2026, citing rising production costs and external market challenges [7][10]. - Major chip manufacturers like Texas Instruments, NXP, and Infineon are also raising prices for certain products starting April 1, reflecting ongoing cost pressures and a shift in pricing dynamics from demand-driven to cost-driven [13][14].