Core Viewpoint - Nexperia faces dual sanctions from China and the Netherlands, leading to a severe supply-demand imbalance in the global power semiconductor market, with a potential new wave of price increases for key components like diodes and MOSFETs expected to rise by double digits [1] Group 1: Market Impact - Starting mid-October, there has been a noticeable tightening of inventory for MOSFETs and diodes, with lead times for automotive-grade components extending beyond 12 weeks [1] - Price increases for MOSFETs and diodes are estimated to rise by 5% to 15% in Q4, with high-end automotive and industrial control components potentially exceeding 20% [1] - The current situation mirrors the "material shortage" experienced during the pandemic if the price surge continues [1] Group 2: Supply Chain Dynamics - The shutdown of Nexperia's factory has created a "vacuum period" in the market, coinciding with high growth demand from AI and automotive sectors, initiating a new price increase cycle for power components [1] - AI servers require significantly more power switching components and protection modules, with the number of MOSFETs needed being three to five times that of standard servers [1] - The demand for high-voltage, high-efficiency power chips in the electric vehicle sector is rapidly increasing, driving up the need for rectification and protection components [1] Group 3: Regional Shifts - European and American automotive manufacturers, along with CSPs, are urgently seeking alternative suppliers, with Taiwan emerging as the biggest beneficiary of this shift [1]