On February 25, Nexperia issued a price increase notice, stating that due to significant rises in the cost of upstream raw materials and key precious metals, leading to continuous increases in wafer foundry and packaging & testing expenses, the company has decided to raise prices for its MOSFET products by at least 10% to ensure sustainable operations. This price adjustment will take effect for shipments starting March 1, 2026.
The trend of price increases is becoming collective among domestic chip companies. On February 24, a product price adjustment notice from Macroblock Technology circulated within the industry, attracting widespread market attention. The notice specified that the company will officially increase prices for core products, including IGBT single tubes and modules, and MOSFET devices, starting March 1, primarily due to rising manufacturing costs caused by fluctuations in upstream metal material prices. Notably, Macroblock Technology's stock price experienced a rapid surge with high trading volume that afternoon, with gains exceeding 11% at one point. On February 25, the stock reached a new intraday high. When contacted by reporters for verification, a company representative confirmed the price increase, indicating an approximate rise of around 10%.
Since the beginning of 2026, a wave of price hikes has quietly arrived in the power semiconductor industry. To date, several domestic and international power semiconductor companies have explicitly issued price increase notices or officially announced adjustment plans. Among international giants, Infineon Technologies AG has declared it will raise prices for certain power switching devices and integrated circuit products effective April 1, 2026. Domestically, China Resources Microelectronics Limited has confirmed that it will implement price increases across its full range of microelectronics products starting February 1, 2026, with a minimum increase of 10%. Similarly, Silan Microelectronics has issued a notice to raise prices for small-signal diodes, trench TMBS, and MOS-type chips by 10% starting March 1, 2026.
Behind this round of price increases is a strong recovery in downstream demand. Analysis from Donghai Securities points out that with rapid development in downstream sectors such as AI data centers, new energy vehicles, energy storage, and industrial control, demand for power semiconductors continues to climb. The explosive growth in AI servers is particularly significant and has become a major source of new demand increments.
A list of semiconductor concept stocks showing positive performance trends has been identified. According to statistics, among the 173 A-share stocks categorized in semiconductor sub-sectors, 124 have released their 2025 performance forecasts, preliminary results, or annual reports. Of these, 46 stocks forecast profit growth, 13 anticipate turning losses into profits, and 22 expect reduced losses. Among the stocks forecasting profit growth, 11, including Maxscend Microelectronics, BIWIN Storage Technology, and BlueSword Intelligence, project a net profit increase exceeding 100%.
Donghai Securities notes that AI infrastructure construction is still in a phase of large-scale investment, with capital expenditures from the four major overseas CSP providers showing high year-on-year growth. Future demand for computing power is expected to experience explosive growth. Global semiconductor industry sales reached a record high in 2025, and the price hike trend is spreading from memory chips to non-memory areas such as power, analog, and MCU semiconductors. They recommend focusing on structural opportunities related to AI computing power, semiconductor equipment, key components, and the memory price increase trend.
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