AI服务器与高性能计算(HPC)
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IC设计业首波涨价潮蠢动 电源管理芯片厂可能开出第一枪
Jing Ji Ri Bao· 2026-01-26 23:09
Group 1 - The semiconductor industry is expected to experience a price increase, with IC design firms like MediaTek indicating plans to adjust prices in response to rising costs [1] - The price increase trend in the IC design sector is anticipated to become clearer after the Lunar New Year, with power management ICs likely being the first to raise prices [1] - Metal prices are rising, prompting IC design firms to consider price adjustments to maintain profit margins, as packaging and testing firms have already raised their quotes by 8% to 15% [1] Group 2 - China's leading foundry, SMIC, has reportedly increased some capacity quotes by approximately 10% [2] - Taiwanese firms are also raising prices in both advanced and mature processes, with World Advanced rumored to have made adjustments, although they are currently in a quiet period [3] - IC manufacturers are weighing two strategies: raising prices in line with rising costs or holding off to gain market share, with potential price adjustments based on competitor actions [3]