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Xinlian Integration will adjust prices in Q3, with a price increase range of 15%-25%.

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From informed sources, Xinlian Integration has issued a price adjustment notice to customers, planning to adjust product prices in the third quarter of 2026 by a range of 15% to 25%. The aforementioned source indicated that this adjustment is not a unilateral cost transfer, but a coordinated choice that considers the cost structure of the industrial chain, current market demand, and the sustainable development of both upstream and downstream. According to the notice, since 2026, the global semiconductor industry chain has experienced continuous structural cost increases. At the same time, surging demand from AI, new energy, and other sectors has led to sustained capacity tightness. To ensure product quality and supply stability, Xinlian Integration has decided to implement price adjustments. The source revealed that this price adjustment is fundamentally different from the industry-wide price hikes in 2021. "This price adjustment is driven by two factors: rigid upstream cost increases and structural long-term downstream demand. Customers place orders based on actual production needs, and there is no irrational hoarding behavior. The medium- to long-term pricing system remains stable. The price optimization is an objective result of reasonable cost pass-through and product value alignment with the market." (Blue Whale Finance)
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