China power semiconductor makers raise prices as AI and vehicle demand grows - digitimes

Chinese power semiconductor manufacturers are raising prices again due to strengthened demand from AI servers and new energy vehicles, signaling a potential broader industry upcycle with global implic... Read original →

This price hike by Chinese power semiconductor makers reflects structural demand—not temporary imbalance—driven by surging adoption of SiC and IGBTs in AI servers and new energy vehicles. Technologically, 800V EV architectures and high-density PMUs in AI clusters are forcing upgrades in materials and packaging. Compliance risks loom: U.S. export controls may extend to industrial-grade power devices, while EU battery regulations impose carbon-tracking burdens, raising localization costs. Competitively, Infineon and onsemi may lock in Tier1 partnerships, whereas Chinese players like Silan Micro and BYD Semiconductor accelerate automotive-grade certifications. Over the next 12–24 months, the sector will shift from perceived scarcity to genuine capacity constraints; if domestic 6-inch SiC fab yields stay below 70%, global power semiconductor pricing will permanently reset 5–8% higher.