Taiwan power semiconductor makers plan to hike prices 10%-15% on chips not-under-contract by October amid hot AI demand and after industry giant Infineon raised prices, media report. This is the 3rd time Taiwan firms have raised prices, up an average 15%-20% in the 1st half of 2026. Demand in the 2nd half has further strengthened.
Nvidia’s AI Factory plans call for an upgrade to 800VDC, raising performance demands for all components and opening new growth for high end power chips made using SiC and GaN materials (Silicon Carbide and Gallium Nitride). $Infineon Technologies(IFNNY.US) $STMicroelectronics NV(STM.US) $Texas Instruments(TXN.US) $ON Semiconductor(ON.US) $Wolfspeed(WOLF.US) #FujiElectric #Rohm #MitsubishiElectricSource: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
