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Power semiconductors have once again initiated tiered price adjustments, with some manufacturers stating that "AI-related power supply orders are overflowing, and we simply cannot keep up with production."

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Mars Finance News, due to the surge in power consumption of AI computing clusters, power semiconductors are becoming a new growth engine in the industry after storage, sparking another wave of price hikes. "Our AI-related power supply orders are 'overflowing', and we simply can't keep up with the orders right now." A source from a power semiconductor manufacturer told the "Science and Technology Innovation Board Daily" reporter, "Because our company is one of the few domestic manufacturers with mass production capabilities, whether it's for primary power supplies like data center 800V HVDC or secondary power supplies for servers, we have already entered the supply chains of multiple top-tier clients and achieved mass production, so the demand for orders is very strong." Several industry insiders believe that this round of cost-driven price increases will continue for some time, and the industry will accelerate the elimination of low-end power device capacity, with market share concentrating on leading chip companies that possess full IDM chain capabilities or are deeply tied to upstream partners and involved in high-growth sectors. (cls.cn)
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