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Power semiconductors start tiered pricing adjustments again. Some manufacturers say, "AI-related power supply orders are overwhelming; we simply can't keep up."

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Golden Finance reported that on June 27, according to the Science and Technology Innovation Board Daily, due to the surge in power consumption of AI computing clusters, power semiconductors are becoming a new growth engine for the industry after storage, triggering another round of price hikes. "Our AI-related power supply orders are 'overflowing,' and we simply cannot keep up with the current orders." A source from a power semiconductor manufacturer told the Science and Technology Innovation Board Daily, "Because our company is one of the few domestic manufacturers with mass production capabilities, whether it's primary power supplies for data centers such as 800V HVDC, or secondary power supplies for servers, we have entered the supply chains of multiple leading customers and achieved mass production, so order demand is very strong." Multiple industry insiders estimate that this cost-driven price increase cycle will continue for some time, and the industry will accelerate the clearance of low-end power device capacity. Market share will concentrate on leading chip companies that possess full IDM chain capabilities or are deeply bound to upstream partners and involved in high-growth sectors.
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