Price increase cycle initiated, the semiconductor industry enters a new stage of rising both in quantity and price.

Sina Finance reported on March 31 that currently, the global semiconductor industry is entering a new round of price hikes. Following the continuous rise in storage chip prices, prices for analog chips, power devices, and even wafer foundry services have all started to increase, with many companies recently issuing price adjustment notices, indicating a clear upward trend in industry prices. Analysts believe that with the recovery of downstream demand, inventory clearance in the industry, and optimization of the supply side, the semiconductor industry is expected to continue to improve. As the price transmission effect gradually becomes apparent, the profit space of the industry chain is expected to open up, and the industry is transitioning from a destocking period to a new phase of synchronized price increases, with structural investment opportunities emerging.