People familiar with the matter said Xinlian Integration notified customers it
will raise product prices by 15-25% in Q3 2026. The company cited year-to-date
structural cost increases across the global semiconductor supply chain and
sustained capacity tightness driven by surging AI and new-energy demand. Xinlian
said the move is not a unilateral cost pass-through but a response to rigid
upstream cost rises and structural, long-term downstream demand, intended to
safeguard product quality and supply. The notice said customers are ordering
based on production needs rather than speculative stockpiling and described the
mid-to-long-term price framework as stable.
