Core Viewpoint - Zhongwei Semiconductor announced a price increase of 15% to 50% for MCU and Nor flash products due to industry-wide chip supply tightness and rising costs [1][3][8] Price Adjustment Announcement - The price adjustment is effective immediately and is attributed to longer delivery cycles and significantly increased costs for packaging and testing [3][8] - The company emphasizes its commitment to providing stable delivery support and competitive business conditions during this challenging period [3][8] Financial Performance Forecast - Zhongwei Semiconductor expects to achieve approximately 1.122 billion yuan in revenue for the year 2025, representing a year-on-year growth of about 23.07% [8] - The projected net profit attributable to shareholders is around 284 million yuan, reflecting a substantial year-on-year increase of 107.55% [8] - The net profit after deducting non-recurring gains and losses is expected to be approximately 169 million yuan, marking an increase of 85.36% year-on-year [8] Industry Context - Another domestic chip manufacturer, Guokewai, has also announced a price increase, indicating a broader trend in the industry [8]

Core Viewpoint - Two semiconductor companies, Zhongwei Semiconductor and Guoke Micro, have announced price increases for their chip products due to industry-wide supply shortages and rising costs, with price adjustments ranging from 15% to 80% depending on the product type [2][3]. Group 1: Zhongwei Semiconductor - Zhongwei Semiconductor has issued a price adjustment notice indicating that the delivery cycle for packaged products has lengthened and costs have significantly increased due to supply chain pressures and rising costs [2]. - The company specializes in microcontroller (MCU) development and design, focusing on providing high-performance, low-power, and highly integrated chip products and system solutions for various smart terminal devices [2]. Group 2: Guoke Micro - Guoke Micro has also announced price increases for its KGD (Known Good Die) products, with price hikes of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products, effective from January [2]. - The company is dedicated to the development of large-scale integrated circuits and solutions in fields such as smart ultra-high definition, smart vision, artificial intelligence, and automotive electronics [3].

IT之家 1 月 27 日消息，今日中微半导 1 月 27 日发布涨价通知函，称受当前全行业芯片供应紧张、成本 上升等因素的影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上 涨。 IT之家注意到，通知函称，鉴于当前严峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日 起对 MCU、Norflash 等产品进行价格调整，涨价幅度 15%~50%。 另据上证报，从产业链获悉，另一家半导体公司国科微也对客户发出涨价函，称受全行业存储芯片供应 紧张及成本持续上升的影响，合封 KGD 芯片的供应缺口预计将进一步扩大，相关成本已大幅增加。此 外，基板、框架、封测等环节费用亦不断上涨。面对严峻的供需形势与成本压力，公司经慎重研究，决 定自 2026 年 1 月起对部分产品价格进行调整，具体包括： 1. 合封 512Mb KGD 产品价格上调 40% 2. 合封 1Gb KGD 产品价格上调 60% 3. 合封 2Gb KGD 产品价格上调 80% 4. 外挂 DDR 产品价格调整将另行通知 国科微同时指出，2026 年第二季度的价格涨幅，将根据届时 KGD 市场的价格波动情况进行相应调整 ...

36氪获悉，中微半导发布涨价通知函称，受当前全行业芯片供应紧张、成本上升等因素的影响，封装成 品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前严峻的供需形 势以及巨大的成本压力，公司经过慎重研究，决定于即日起对MCU、Nor flash等产品进行价格调整， 涨价幅度15%~50%。 ...

人民财讯1月27日电，中微半导1月27日发布涨价通知函称，受当前全行业芯片供应紧张、成本上升等因 素的影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于 当前严峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Nor flash等产品进 行价格调整，涨价幅度15%~50%。 ...

人民财讯1月27日电，中微半导1月27日发布涨价通知函称，受当前全行业芯片供应紧张、成本上升等因 素的影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于 当前严峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Nor flash等产品进 行价格调整，涨价幅度15%~50%。 ...

Core Viewpoint - Nexperia has suspended wafer supply to its Chinese assembly plant due to local management's failure to comply with contractual payment terms, raising concerns about supply chain disruptions in the automotive industry [2][3]. Group 1: Company Actions and Implications - Nexperia's suspension of wafer supply is a direct consequence of non-compliance with payment terms by the local management in Dongguan, China [2]. - The Dutch government has taken control of Nexperia from its Chinese parent company, Wingtech, amid ongoing disputes, including the replacement of Nexperia's Chinese CEO [2][4]. - Nexperia is developing alternative solutions to ensure continued wafer supply to its customers, indicating a commitment to resolving the issues without exiting the Chinese market [2]. Group 2: Industry Impact and Reactions - The suspension of supplies has raised alarms among global automotive manufacturers, with Stellantis establishing a "war room" to monitor the situation [3]. - Japanese automaker Nissan has reported sufficient chip inventory to last until the first week of November, indicating a temporary buffer against supply disruptions [3]. - Concerns have been raised about potential production interruptions in the automotive sector due to shortages of critical components, including transistors and logic chips [4]. Group 3: Governance and Legal Issues - The Dutch Ministry of Economic Affairs cited "serious governance deficiencies" as a reason for taking control of Nexperia, which has led to legal actions against its former CEO [4][5]. - Allegations have surfaced regarding the former CEO's plans to transfer equipment and patents from Europe to China, raising concerns about the integrity of Nexperia's operations [5]. - Wingtech has denied any wrongdoing, asserting that technology sharing is standard practice in the semiconductor industry and refuting claims of technology theft [5][6].

Group 1 - Anshi Semiconductor has suspended the supply of wafers to its Chinese packaging plant, which may exacerbate supply concerns among global automakers [1] - The suspension was implemented on October 26, 2023, due to the local management's failure to comply with contract payment terms [1] - The letter informing clients of this decision was signed by Anshi Semiconductor's interim CEO, Stefan Tilger [1] Group 2 - Wenta Technology, the parent company of Anshi Semiconductor, has requested the Dutch government to revoke its control over the subsidiary [3] - The Dutch government had previously invoked a 1952 law to take control of the joint venture, allowing the Minister of Economic Affairs to block significant decisions that could threaten the company's future or European chip production [3] - Wenta Technology described the Dutch government's actions as "unprecedented" and is responding to the decision made by Minister Vincent Karremans [3]