At the end of 2025, the global chip and semiconductor component industry is experiencing an unprecedentedly severe price increase storm. From core raw materials in the upstream to terminal products in the downstream, price increase signals have been continuously released. Many leading enterprises in the industry have successively issued price increase letters, passing on the cost pressure downward.
The fundamental driving force behind this price increase first comes from the significant rise in costs at all links of the entire industrial chain. The price of 12-inch silicon wafers, which are the basic materials for chip manufacturing, has risen by nearly 90% within the year. The market quotations of indispensable key electronic specialty gas materials such as tungsten hexafluoride have generally increased by 70% to 90%. In addition, the prices of precious metals such as silver and copper, as well as base metal raw materials, have also risen by more than 50% cumulatively within the year. The soaring prices of these basic materials have created a superimposed effect with the price hikes in the foundry process. Whether it is the advanced processes that pursue cutting-edge performance or the mature processes widely used in various electronic products, the foundry costs have all increased, directly and forcefully pushing up the final manufacturing cost of chips.
The deeper driving force comes from the structural imbalance between supply and demand caused by the explosive demand for AI computing power. On the one hand, the storage chip usage of a single AI server is eight times that of a traditional server, and its MLCC usage also reaches the same level. This demand not only encroaches on high-end production capacity but also reshapes supply priorities. Nomura Securities' analysis indicates that the AI-driven memory "super cycle" is expected to last at least until 2027. Customers have begun to make strategic inventory reserves, giving suppliers greater pricing power. On the other hand, leading manufacturers, in pursuit of higher profits, have prioritized the allocation of production capacity to AI-related high-bandwidth memory (HBM) and high-end server DRAM, voluntarily reducing some traditional production capacity. This dual squeeze of "sudden surge in demand" and "contraction in supply" makes the contradiction between supply and demand particularly prominent.
Meanwhile, the structural imbalance between supply and demand caused by the explosive demand for AI computing power has further intensified the price increase trend. The storage chip usage of a single AI server is eight times that of a traditional server, and a large amount of high-end production capacity has been occupied. Meanwhile, leading manufacturers have actively reduced traditional production capacity, creating a double squeeze of surging demand and contracting supply.
Against this backdrop, producers in multiple semiconductor sub-sectors such as foundries, power devices, memory chips, analog chips, and passive components have followed suit and announced price hikes. This includes well-known domestic and foreign enterprises such as Texas Instruments (TI), Analog Devices (ADI), Yageo, Fenghua Advanced Technology, Tyco Electronics, ROHM Semiconductor, and Micron Technology. The current observed price increase ranges are generally concentrated in the range of 5% to 30%, but for some scarce categories with particularly tight market supply, the price increase has even exceeded 100%. This marks that the semiconductor industry has officially entered a new price cycle driven by a comprehensive increase in costs.
Facing the continuous spread of price hikes and the problem of tight supply, enterprises urgently need stable and efficient channels for purchasing components. As an officially certified third-party component e-commerce platform, Baineng Yunxin has established in-depth cooperation with many well-known global component brands and possesses a rich supply of officially authorized products, covering all categories of semiconductor components such as foundry, memory chips, and analog chips. Relying on its big data analysis capabilities, the platform synchronizes industry price dynamics and supply source information in real time, providing enterprises with precise procurement decision-making references. At the same time, through centralized procurement and supply chain integration capabilities, it helps enterprises lock in stable sources of goods and control procurement costs, and builds a solid supply chain security defense line for upstream and downstream enterprises in the industrial chain during the price increase cycle.
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