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According to Taiwan's Commercial Times, due to tightening production capacity and rising cost structures, the supply and demand structure for mature processes has reversed.

According to Taiwan's Commercial Times, due to tightening production capacity and rising cost structures, the supply and demand structure for mature processes has reversed.

老虎证券老虎证券2026/04/24 03:36
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Powerchip Semiconductor has clearly established a comprehensive price increase trend, specifically including: a 30% increase in 12-inch driver IC foundry prices, a 20% increase in 12-inch CIS prices, and a 15% increase in 8-inch driver IC prices. In addition, due to tight supply of 8-inch power semiconductors, foundry prices have also risen by about 10%, further pushing up overall costs. The increase in wafer foundry prices is also rapidly spreading to the IC design segment. According to supply chain sources, driver IC design firms ITE Tech and Sitronix have already initiated price adjustments at the beginning of this month, with increases ranging from 15% to 20%. As the global semiconductor industry enters a new round of price adjustment cycles, the impact of price increases is gradually spreading from individual products to the entire industry chain.
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