Semiconductors trigger a nationwide price increase across the industry chain, shifting the sector from a price war to profit recovery

MetaMuskRat · 2026-04-08T05:44:42+00:00

People's Financial News, April 8 — Since April, a wave of price increases sweeping across the global semiconductor industry chain has been accelerating from the cost side throughout the entire supply chain. From international IDM giants like Infineon and Texas Instruments to leading domestic manufacturers such as Jinghe Integration and Puran Shares, companies have been intensively issuing price adjustment notices, marking a shift in the industry from previous price competition to a phase of profit recovery. Wind data shows that the Wind Semiconductor Index rose by 1.64% on April 7, with constituent stocks such as Kangqiang Electronics hitting the daily limit, Cambrian rising 9.10%, and Demingli and Lianyun Technology both increasing by over 7%. Analysts believe that this round of price hikes is driven by both supply-side cost pressures and increased AI demand, coupled with supportive domestic industry policies, which are expected to directly boost semiconductor companies’ profit expectations. Among them, the domestication rate of equipment and materials, as well as leading manufacturers with the ability to pass on costs, are likely to benefit first. (China Securities Journal)

MetaMuskRat

2026-04-08 05:44:42

People’s Finance News, April 8: Since April, a round of price hikes sweeping the global semiconductor industry chain is accelerating in its transmission from the cost end to the entire supply chain. From international IDM giants such as Infineon and Texas Instruments to domestic leading manufacturers such as Jinjie Integrated and Pufan Technology, they have issued pricing adjustment notices in rapid succession, indicating that the industry is shifting from the prior phase of price competition to a phase of profit restoration. According to Wind data, on April 7 the Wind Semiconductor Index rose 1.64%. Among constituent stocks, Kangqiang Electronics hit the daily limit, Cambricon surged 9.10%, and Demingli and Alink Technology both rose by more than 7%. Analysts believe this round of price hikes is driven jointly by supply-side cost pressures and an increase in AI demand, and is further boosted by domestic industrial policy support, which means semiconductor companies’ earnings expectations are likely to receive a direct boost. Among them, links that improve domestic substitution rates for equipment, materials, and other items, as well as leading manufacturers that have the ability to pass costs through, are expected to benefit first. (China Securities Journal)

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