① Recently, a number of chip manufacturers announced price increases one after another. Small to medium capacity storage and power semiconductors are saving momentum for price increases, and some power semiconductor manufacturers have taken the lead in increasing prices for their products. ② Fangzheng Securities pointed out that with the current slowdown in the pace of new global production capacity and a steady increase in downstream demand, the supply and demand relationship is expected to be optimized, which will benefit the increase in product prices in the short to medium term.
Recently, a number of chip manufacturers announced price increases one after another. The reporter interviewed a number of chip manufacturers and distributors and learned that high-capacity memory chips have actually opened up a channel for price increases, and mainstream products have even begun to use distribution methods. Small and medium capacity storage and power semiconductors are saving momentum for price increases, and some power semiconductor manufacturers have taken the lead in increasing prices for their products.
Power semiconductors are the core of electric energy conversion and circuit control in power electronic devices. They are mainly used to change the voltage and frequency, DC to AC conversion, etc. in electronic devices. Downstream industrial and automotive applications of power semiconductors totaled more than 60% in 2021. The most promising downstream fields in the future include new energy vehicles, new energy power generation and energy storage, AI, and communications. According to reports, power semiconductors have experienced price increases one after another since last week, and power semiconductor companies such as Jiejie Microelectronics, Sanliansheng, Lancai Electronics, Yangzhou Jingxin, and Shenwei Company have issued price increase notices one after another. Fangzheng Securities pointed out that at present, along with the slowdown in the pace of new global production capacity and the steady increase in downstream demand, the supply and demand relationship is expected to be optimized, which will benefit the increase in product prices in the short to medium term.
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