Woofun AI reports that nearly 20 global analog and power semiconductor manufacturers are initiating a new round of price adjustments effective July 1, following multiple tiered increases earlier this year. Many producers indicate that current order books are fully booked, with capacity visibility showing significant improvement.

Analysis attributes the primary driver of these hikes to cost pressures from wafer foundries and raw materials, coinciding with surging demand for power chips linked to AI data center expansion. Market share is expected to consolidate among leading firms possessing full IDM capabilities or strong upstream supplier relationships within high-growth sectors.