01/06/2026
【Industry news】
On May 28, STMicroelectronics issued a price adjustment notification, announcing a second round of price increases for 2026 effective June 28 [5†L3-L4] [8†L3-L4]. The adjustment expands coverage to products previously not included in the first price increase, which went into effect on April 26 [5†L4].
Reasons cited include persistent inflation, rising raw material costs, and escalating transportation and labor expenses across the industry [5†L4-L5] [8†L6-L7].
📍 Key Points:
⏱ Timing – second increase within two months, signaling accelerating cost pressure across the semiconductor supply chain [4†L9-L10]
💰 Scope – targets MCUs, power MOSFETs, IGBTs, and SiC power devices not covered in the first round [5†L4]
📈 Industry context – Infineon and TI have also announced price hikes. Infineon plans a second increase effective July 1, citing sustained cost pressures across energy, raw materials, and logistics [6†L12-L14] [8†L10-L12]
🔍 What's Driving the Wave?
AI demand spillover is extending from GPUs and HBM into analog and power management chips. AI server power consumption is driving exponential growth in demand for MOSFETs, IGBTs, and SiC modules, while tight mature-node capacity and rising OSAT costs add further pressure [4†L17-L20] [9†L16-L18].
Broad-based cost escalation continues to push up raw materials, energy, transportation, and labor expenses, with copper prices hitting new highs in mid-May [8†L19-L20].
📌 Impacts on Industry and Customers
This marks the industry's transition from inventory recovery to a new cycle of demand-driven price increases and structural upgrades [9†L19-L21]. For downstream industrial, automotive, and consumer electronics customers, cost pass-through is becoming unavoidable, likely prompting procurement and inventory strategy adjustments for 2H 2026 [8†L3-L4].
