Hi-To The Moon - Tiger Brokers Online Investing Community - To The Moon

2
Comment
Favorite

咪225
03-12 15:46

Hi

Up to 85%! Three major international chip factories issued a notice together to increase prices across the board in April

德州仪器、恩智浦、英飞凌三大国际芯片设计厂商相继发出调价通知，宣布将于4月1日起上调产品售价；中国台湾单片机供应商新唐科技旗下6英寸晶圆代工业务也同步跟进。恩智浦表示，此次调整反映了原材料、能源等关键领域持续上升的成本压力。

Up to 85%! Three major international chip factories issued a notice together to increase prices across the board in April

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

2

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":541793032180744,"tweetId":"541793032180744","gmtCreate":1773301618781,"gmtModify":1773301622312,"author":{"id":4235901680221212,"idStr":"4235901680221212","authorId":4235901680221212,"authorIdStr":"4235901680221212","name":"咪225","avatar":"https://community-static.tradeup.com/news/35da273beacd4ff8fc3c6229f2864e93","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Hi</p></body></html>","htmlText":"<html><head></head><body><p>Hi</p></body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/541793032180744","repostId":2618907972,"repostType":2,"repost":{"id":"2618907972","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1773299107,"share":"https://ttm.financial/m/news/2618907972?lang=en_US&edition=fundamental","pubTime":"2026-03-12 15:05","market":"us","language":"zh","title":"Up to 85%! Three major international chip factories issued a notice together to increase prices across the board in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2618907972","media":"华尔街见闻","summary":"德州仪器、恩智浦、英飞凌三大国际芯片设计厂商相继发出调价通知，宣布将于4月1日起上调产品售价；中国台湾单片机供应商新唐科技旗下6英寸晶圆代工业务也同步跟进。恩智浦表示，此次调整反映了原材料、能源等关键领域持续上升的成本压力。","content":"<p><html><head></head><body>Texas Instruments, NXP and Infineon, three major international chip design manufacturers, have successively issued price adjustment notices, announcing that they will raise their product prices from April 1st; The 6-inch wafer foundry business of Xintang Technology, a supplier of microcontrollers in Taiwan Province, also followed up. NXP said the adjustment reflects continued rising cost pressures in key areas such as raw materials and energy.</p><p>A new round of price increases in the semiconductor industry is taking shape.<strong><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Three major international chip design manufacturers have successively issued price adjustment notices, announcing that they will raise their product prices from April 1st, and the foundry business of Xintang Technology, a supplier of single-chip microcomputers in Taiwan Province, China, has also followed up.</strong></p><p>In this round of price increase, the price adjustment range of Texas Instruments is particularly interesting. According to Jiwei.com,<strong>Texas Instruments' latest round of price increases took effect since April 1, with some products adjusted by as much as 85%</strong>The new price has been entered into the Company's internal system and the applicable scope covers direct customers and distribution channels.</p><p>NXP, for its part, said in the notice of the price adjustment that the adjustment reflects the<strong>Rising cost pressures in key areas such as raw materials, energy, labour and logistics</strong>The company will inform the prices of the affected products and new distributors in advance, and the book prices of distributors will take effect from March 30th.</p><p>Infineon, according to EE<a href=\"https://laohu8.com/S/01233\">Times China</a>According to the quoted customer notice, Infineon will increase the price of power switches and related IC products from April 1.<strong>Mainstream items are expected to increase by 5% to 15%, and high-end products are expected to increase or higher.</strong></p><p>This round of price increase extends from the chip design end to the manufacturing end, covering a number of mainstream product lines, indicating that the pricing logic of mature process markets is gradually shifting to cost-driven. The three manufacturers acted almost simultaneously,<strong>The cost pressure of the display industry has become quite common and began to transmit to the client.</strong></p><p><h2 id=\"id_1921903365\">Three International Chip Giants Start Price Adjustment Synchronously</h2>The centralized price adjustment of Texas Instruments, NXP and Infineon is highly consistent in time nodes, all pointing to April 1st.</p><p>According to Jiwei.com, the price adjustment of Texas Instruments has entered the system landing stage.<strong>The new offer will cover both direct sales and distribution channels</strong>It means that there is almost no way for end buyers to avoid it.</p><p>NXP's price adjustment notice is also communicated through dealer channels, and the written price will be updated in advance on March 30th to ensure the smooth landing of the adjustment.</p><p>Infineon's<strong>The range of price increase is concentrated in the field of power management IC</strong>, according to EE Times China, the price adjustment space for high-end items may exceed the mainstream range of 5% to 15%.</p><p>All three companies are core chip suppliers in the global automotive and industrial electronics sectors, and their products are widely used in scenarios such as power management, microcontrollers and embedded processing.<strong>The concentrated price increase will directly affect the procurement costs of related equipment manufacturers, and may drive the chain adjustment of downstream product prices.</strong></p><p><h2 id=\"id_1523014859\">Synchronous follow-up of OEM processes, shifting the focus of pricing for mature processes</h2>The pressure of price increase does not stop at the design side. The foundry business of Taiwanese MCU supplier Xintang Technology has issued a notice that it will adjust its quotation from April 1, 2026, with an overall increase of about 20%.</p><p>According to the Business Times, institutional investors pointed out that the overall business of Xintang Technology is still dominated by single-chip microcontrollers and special application ICs, and wafer foundry is the auxiliary business. This adjustment is mainly for the 6-inch wafer production line, which is relatively limited in scale and accounts for a small proportion of the company's total revenue.</p><p>At the same time, the report pointed out that the market demand for 6-inch production capacity is relatively stable, and there is no obvious supply shortage. Xintang Technology raised the OEM quotation this time.<strong>It reflects more of the passive transmission of cost-side pressure than the active price increase driven by demand.</strong></p><p>On the whole, this round of linkage price increase from design factories to foundries means that the pricing mechanism of mature process markets is undergoing structural adjustment, the weight of cost factors is rising, and related industrial chain enterprises will face more complicated cost control pressure.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Up to 85%! Three major international chip factories issued a notice together to increase prices across the board in April</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUp to 85%! Three major international chip factories issued a notice together to increase prices across the board in April\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-03-12 15:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Texas Instruments, NXP and Infineon, three major international chip design manufacturers, have successively issued price adjustment notices, announcing that they will raise their product prices from April 1st; The 6-inch wafer foundry business of Xintang Technology, a supplier of microcontrollers in Taiwan Province, also followed up. NXP said the adjustment reflects continued rising cost pressures in key areas such as raw materials and energy.</p><p>A new round of price increases in the semiconductor industry is taking shape.<strong><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Three major international chip design manufacturers have successively issued price adjustment notices, announcing that they will raise their product prices from April 1st, and the foundry business of Xintang Technology, a supplier of single-chip microcomputers in Taiwan Province, China, has also followed up.</strong></p><p>In this round of price increase, the price adjustment range of Texas Instruments is particularly interesting. According to Jiwei.com,<strong>Texas Instruments' latest round of price increases took effect since April 1, with some products adjusted by as much as 85%</strong>The new price has been entered into the Company's internal system and the applicable scope covers direct customers and distribution channels.</p><p>NXP, for its part, said in the notice of the price adjustment that the adjustment reflects the<strong>Rising cost pressures in key areas such as raw materials, energy, labour and logistics</strong>The company will inform the prices of the affected products and new distributors in advance, and the book prices of distributors will take effect from March 30th.</p><p>Infineon, according to EE<a href=\"https://laohu8.com/S/01233\">Times China</a>According to the quoted customer notice, Infineon will increase the price of power switches and related IC products from April 1.<strong>Mainstream items are expected to increase by 5% to 15%, and high-end products are expected to increase or higher.</strong></p><p>This round of price increase extends from the chip design end to the manufacturing end, covering a number of mainstream product lines, indicating that the pricing logic of mature process markets is gradually shifting to cost-driven. The three manufacturers acted almost simultaneously,<strong>The cost pressure of the display industry has become quite common and began to transmit to the client.</strong></p><p><h2 id=\"id_1921903365\">Three International Chip Giants Start Price Adjustment Synchronously</h2>The centralized price adjustment of Texas Instruments, NXP and Infineon is highly consistent in time nodes, all pointing to April 1st.</p><p>According to Jiwei.com, the price adjustment of Texas Instruments has entered the system landing stage.<strong>The new offer will cover both direct sales and distribution channels</strong>It means that there is almost no way for end buyers to avoid it.</p><p>NXP's price adjustment notice is also communicated through dealer channels, and the written price will be updated in advance on March 30th to ensure the smooth landing of the adjustment.</p><p>Infineon's<strong>The range of price increase is concentrated in the field of power management IC</strong>, according to EE Times China, the price adjustment space for high-end items may exceed the mainstream range of 5% to 15%.</p><p>All three companies are core chip suppliers in the global automotive and industrial electronics sectors, and their products are widely used in scenarios such as power management, microcontrollers and embedded processing.<strong>The concentrated price increase will directly affect the procurement costs of related equipment manufacturers, and may drive the chain adjustment of downstream product prices.</strong></p><p><h2 id=\"id_1523014859\">Synchronous follow-up of OEM processes, shifting the focus of pricing for mature processes</h2>The pressure of price increase does not stop at the design side. The foundry business of Taiwanese MCU supplier Xintang Technology has issued a notice that it will adjust its quotation from April 1, 2026, with an overall increase of about 20%.</p><p>According to the Business Times, institutional investors pointed out that the overall business of Xintang Technology is still dominated by single-chip microcontrollers and special application ICs, and wafer foundry is the auxiliary business. This adjustment is mainly for the 6-inch wafer production line, which is relatively limited in scale and accounts for a small proportion of the company's total revenue.</p><p>At the same time, the report pointed out that the market demand for 6-inch production capacity is relatively stable, and there is no obvious supply shortage. Xintang Technology raised the OEM quotation this time.<strong>It reflects more of the passive transmission of cost-side pressure than the active price increase driven by demand.</strong></p><p>On the whole, this round of linkage price increase from design factories to foundries means that the pricing mechanism of mature process markets is undergoing structural adjustment, the weight of cost factors is rising, and related industrial chain enterprises will face more complicated cost control pressure.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NXPI":"恩智浦","BK4588":"碎股","BK4585":"ETF&股票定投概念","TXN":"德州仪器","BK4535":"淡马锡持仓","IFNNY":"Infineon Technologies AG"},"source_url":"https://wallstreetcn.com/articles/3767313","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618907972","content_text":"德州仪器、恩智浦、英飞凌三大国际芯片设计厂商相继发出调价通知，宣布将于4月1日起上调产品售价；中国台湾单片机供应商新唐科技旗下6英寸晶圆代工业务也同步跟进。恩智浦表示，此次调整反映了原材料、能源等关键领域持续上升的成本压力。半导体行业新一轮涨价潮正在形成。德州仪器、恩智浦、英飞凌三大国际芯片设计厂商相继发出调价通知，宣布将于4月1日起上调产品售价，中国台湾单片机供应商新唐科技旗下晶圆代工业务也同步跟进。本轮涨价中，德州仪器的调价幅度尤为引人关注。据集微网报道，德州仪器最新一轮涨价自4月1日生效，部分产品调幅高达85%，新价格已录入公司内部系统，适用范围涵盖直接客户及经销渠道。恩智浦则在调价通知中表示，此次调整反映了原材料、能源、人工及物流等关键领域持续上升的成本压力，公司将提前告知受影响产品及新经销商价格，经销商账面价格将于3月30日起生效。英飞凌方面，据EE Times China引述的客户通知，英飞凌将于4月1日起对电源开关及相关IC产品实施涨价，主流品项预计涨幅为5%至15%，高端产品涨幅或更高。此轮涨价从芯片设计端延伸至制造端，覆盖多个主流产品线，标志着成熟制程市场的定价逻辑正逐步转向成本驱动。三家厂商几乎同步行动，显示行业成本压力已具备相当普遍性，并开始向客户端传导。三大国际芯片巨头同步启动调价德州仪器、恩智浦与英飞凌此次集中调价，在时间节点上高度一致，均指向4月1日。据集微网报道，德州仪器的价格调整已进入系统落地阶段，新报价将同时覆盖直销与分销两类渠道，意味着终端买家几乎无从规避。恩智浦的调价通知同样通过经销商渠道传达，书面价格将于3月30日提前更新，以确保调整平稳落地。英飞凌的涨价范围集中于电源管理IC领域，据EE Times China报道，高端品项的调价空间可能超出5%至15%的主流区间。三家公司均为全球汽车及工业电子领域的核心芯片供应商，其产品广泛应用于电源管理、微控制器及嵌入式处理等场景。集中涨价将直接影响相关设备制造商的采购成本，并可能推动下游产品价格的连锁调整。代工环节同步跟进，成熟制程定价重心转移涨价压力并未止步于设计端。中国台湾单片机供应商新唐科技旗下晶圆代工业务已发出通知，将于2026年4月1日起调整报价，整体涨幅约20%。据《工商时报》报道，机构投资者指出，新唐科技整体业务仍以单片机及特殊应用IC为主，晶圆代工为辅助性业务。此次调整主要针对6英寸晶圆产线，该产线规模相对有限，在公司总营收中占比较小。报道同时指出，6英寸产能的市场需求相对平稳，并未出现明显供应短缺，新唐科技此次上调代工报价，更多体现的是成本端压力的被动传导，而非需求驱动下的主动提价。整体来看，此轮从设计厂到代工厂的联动涨价，意味着成熟制程市场的定价机制正经历结构性调整，成本因素的权重正在上升，相关产业链企业将面临更为复杂的成本管控压力。","news_type":1,"symbols_score_info":{"IFNNY":1.92,"TXN":1.96,"NXPI":1.94}},"isVote":1,"tweetType":1,"viewCount":4,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}