多家中国模拟芯片企业近日上调价格，与德州仪器等全球巨头同步。分析师称，此举为成熟节点厂商与中国、美国及欧洲竞争对手竞争提供了空间，而不牺牲过多利润。该轮涨价源于上游成本飙升和人工智能需求爆发。
Novosense Microelectronics、SG Micro、Fortior Technology、Halo Microelectronics、Silan Micro和Kiwi Instruments等中国企业最近上调了模拟芯片价格。这些芯片处理声音、温度和光等连续现实世界信号。
全球领导者如Texas Instruments (TI)、Analog Devices、NXP、Infineon、Onsemi和STMicroelectronics也加入涨价行列。TI将于4月生效的最新一轮涨价，将部分产品价格提高高达85%。
分析师指出，更高价格为中国成熟节点生产商与中国、美国和欧洲对手竞争提供了空间，而不牺牲太多利润。该涨价浪潮源于半导体供应链上游成本上涨和人工智能驱动的需求激增。
A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.
由 AI 报道
Xiaomi, Chery and FAW have raised prices on their electric vehicles amid surging chip and raw material costs, a sharp departure from 2025's aggressive cuts, though analysts caution that weak demand could force reversals. The trend started earlier this month, with Xiaomi making the latest adjustment.
Apple is exploring semiconductor suppliers beyond its primary partner, Taiwan Semiconductor Manufacturing Company (TSMC), due to global chip shortages. The company has held discussions with Samsung and Intel, including visits to a Samsung plant in Texas. No major orders have been placed yet.
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Alibaba Cloud has announced price increases ranging from 5 to 34 percent. The hikes are due to growing AI demand and rising hardware costs.