Taiwan PMIC maker Global Mixed-mode to raise prices as chip shortages persist

The PMIC price hike signals a structural imbalance in mature-node capacity. GMT’s move will directly inflate BOM costs for consumer and industrial electronics, accelerating downstream adoption of Chinese mainland alternatives—particularly benefiting domestic 300mm PMIC fabs. Tightening U.S. export controls on semiconductor equipment constrain Taiwan, China’s expansion options, forcing firms to raise prices to protect margins, yet this fuels supply chain diversification away from single-source dependencies. Japanese players like Rohm may seize high-end automotive opportunities, while TI and ADI could lock in large clients via long-term agreements, squeezing smaller rivals. Over the next 18 months, PMIC pricing volatility will become endemic, triggering a brutal industry shakeout: firms lacking wafer ownership or customer stickiness will fade, while IDM-capable or new-energy-aligned suppliers will dominate the emerging ecosystem.