Nearly 20 global analog and power semiconductor firms will start a new round of
price increases from July 1, after multiple stepped adjustments earlier this
year. Vendors report full order books and improved capacity visibility. Analysts
say the hikes are driven by rising wafer-foundry and raw-material costs and
amplified by a surge in power-chip demand from AI data-center buildouts. Market
share is expected to consolidate toward chipmakers with IDM full-chain
capabilities, deep upstream ties, or exposure to high-growth segments.
