A New Round of Chip Price Hikes Approaching as Semiconductor Companies Announce Price Increases Intensely

BlockBeats News, August 20, the "siphon effect" of AI on the semiconductor industry chain is still fermenting. In the second half of 2026, a new round of chip price hikes is sweeping through with a wider coverage and greater intensity.

On August 10, RF chip leader Novtek issued a price adjustment letter, announcing new prices for its full range of RF products starting from September 1. The next day, Nationtech followed suit, raising prices of some MCU products by 10% to 20%. As for international giants, STMicroelectronics (ST) will complete its third price adjustment of the year on August 23, and Analog Devices (ADI) will also implement the second round of new prices starting from September 13. From memory chips to MCUs, from RF front-end to power semiconductors, from analog chips to passive components, price adjustment letters are being intensively implemented.

Compared to the price surge in the first half of the year, the more prominent feature of this round of the market is: the surge in AI computing power demand has created a "siphon effect" on mature process capacity, combined with rising supply chain costs, continuing supply-demand tightening, and expanding domestic substitution demand, collectively driving the semiconductor industry into an upward cycle of simultaneous increase in volume and price. (21 Finance)