Core Viewpoint - The semiconductor industry is experiencing a continuous price increase due to supply shortages and rising costs of raw materials and infrastructure, with major companies announcing price hikes for various products starting from 2026 [1][2][4]. Group 1: Price Increase Announcements - Infineon announced a price increase for power switches and related chips effective April 1, 2026, due to ongoing supply constraints and rising costs [1]. - The trend of price increases in the semiconductor industry is expected to persist, as indicated by various companies' announcements [2][4]. Group 2: Price Increase Details by Companies - **Chip Design Companies:** - Zhongwei announced price increases for MCU and Norflash products ranging from 15% to 50% starting January 27 [5]. - Guokewai increased prices for KGD products by 40% to 80% depending on the specifications starting January [5]. - Other companies like Zhongke Xinyi and Fumanwei also announced price hikes of 10% to over 10% for various chip products [5]. - **Memory Chip Manufacturers:** - Samsung Electronics plans to raise prices for NAND flash memory by over 100% and LPDDR memory used in iPhones by over 80% in Q1 2026 [6]. - SK Hynix is expected to increase prices for LPDDR memory used in iPhones by nearly 100% in Q1 2026 [6]. - **Wafer Manufacturing and Testing:** - ASE Group will increase prices for back-end wafer testing by 5% to 20% starting early 2026 [6]. - **Passive Components:** - Yageo announced a price increase of 15% to 20% for certain resistor products effective February 1 [7].

Core Viewpoint - The semiconductor industry is experiencing a "super cycle" driven by AI and data expansion, with rising prices for raw materials like metals increasing production costs for many chip companies, leading to a widespread price increase trend in the industry [2]. Price Increase Summary - Since the beginning of 2026, several companies in the semiconductor industry have raised prices for various products: - **Chip Design**: - January 27: Zhongwei Weiying increased prices for MCU and Norflash by 15%-50% [3] - January: Guokewai raised prices for KGD products by 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb [3] - January 12: Zhongke Xinyi increased prices for some chip products by 10%-15% [3] - January 19: Fumanwei raised prices for LED display products by over 10% [3] - January 1: Yangzhou Jinxinwei increased prices for double-sided silver chips by 10% [3] - **Storage Chips**: - NAND flash prices increased by over 100% [3] - Samsung Electronics reported a price increase of over 80% for LPDDR memory used in iPhones in Q1 2026 [4] - SK Hynix reported a price increase close to 100% for the same LPDDR memory in Q1 2026 [4] - **Wafer Testing and Packaging**: - ASE increased prices for back-end wafer testing by 5%-20% in early 2026 [4] - **Passive Components**: - Yageo raised prices for some resistor products by 15%-20% starting February 1 [4] - Huaxinke increased prices for resistors across all values from "0201" to "1206" without specifying the increase [4]