In 1H 2026 almost 20 global power semiconductor firms implemented price hikes,
driven by surging demand from AI data centers and EV 800V platforms, a
contraction in 8‑inch wafer capacity and rising raw‑material costs. The round of
increases is moderate but expected to persist into 2027, materially benefiting
IDMs; Chinese suppliers are accelerating technology upgrades as the sector
shifts toward higher‑value, higher‑quality production.
