Which chip manufacturers have started to raise prices now?

Upstream Raw Materials and PCBs:
Price Increases Driven by Metal Price Hikes

Kai Tak Laminate: Second Price Hike This MonthOn December 1st, Kai Tak, a leading copper-clad laminate manufacturer, issued a price increase notice, stating that due to a surge in raw material costs, it would raise prices across its entire range of copper-clad laminates starting from the date of the notice, with an increase range of 5% to 10%.On December 26th, Kai Tak Laminate issued another price increase letter, announcing a 10% price hike for all its products. This marks the company's second price increase this month, clearly indicating the pressure from the continuous rise in raw material costs.

Nanya: All CCL and PP Products to Increase by 8%In November, the Electronic Materials Division of Nanya Plastic Industrial Co., Ltd. issued a price increase notice, stating that due to the simultaneous rise in upstream raw materials such as the international LME copper price, copper foil processing fees, and electronic-grade glass cloth, the company has decided to uniformly raise prices by 8% for its entire range of CCL products and PP (prepreg) starting from November 20th (with delivery date as the reference).

Wafer fabs: Tight capacity, some raising prices

TSMC: Four Consecutive Years of Price Increases for Advanced NodesAs reported by Jiweiwang on November 2nd, supply chain sources indicated that TSMC has unusually informed all its customers of its plan to raise prices for four consecutive years targeting its four advanced technologies: 5nm, 4nm, 3nm, and 2nm. On November 11th, industry insiders revealed that TSMC had notified major clients including Apple that it would adjust the foundry prices for sub-5nm process nodes starting from 2026, with an expected increase of 8% to 10%. The price of 2nm chips is projected to surge by approximately 50%, with a single 2nm wafer costing as much as $30,000.

SMIC: Price Hikes Implemented for Some Production Capacities, with an Increase of Approximately 10%

According to a report by the Shanghai Securities News, the reporter has verified through multiple channels that SMIC has implemented price hikes for some of its production capacities, with an increase of approximately 10%. Some companies have reported that the price hikes are expected to be implemented soon.

Memory Sector: Price Hikes Across the Board—Original Manufacturers, Modules, Domestic & International Players

Samsung: DDR Chip Prices Surge

At the end of September, reports emerged that Samsung had recently notified key customers that the prices of DRAM and NAND Flash would increase simultaneously in the fourth quarter. It is rumored that the contract prices of LPDDR4X and LPDDR5/5X within the DRAM category could rise by 15% to 30%, while NAND products, including eMMC and UFS, would also see an increase of 5% to 10%.

In early November, citing supply chain sources, it was reported that Samsung Electronics had taken the lead in suspending October contract quotations for DDR5 DRAM, prompting other memory manufacturers such as SK Hynix and Micron to follow suit. The resumption of quotations is expected to be delayed until mid-November.

In mid-November, according to media reports citing informed sources, Samsung Electronics raised the prices of server chips this month by 30% to 60%, higher than the levels seen in September.

SK Hynix: Follows Suit in Suspending Price Quotations

In early November, supply chain sources reported that SK Hynix followed Samsung's move and also suspended contract price quotations for DDR5 DRAM in October.

On November 5, SK Hynix stated that it had completed price and volume negotiations with NVIDIA for the supply of HBM4 next year. According to reports, the supply price for HBM4 will be more than 50% higher than that of HBM3E. The unit price of HBM4 supplied by SK Hynix to NVIDIA has been confirmed to be approximately $560 (about 800,000 Korean won).

Micron: Memory Product Prices Increase by 20%-30%

On September 12, media reports indicated that following SanDisk's announcement of a price hike of over 10% for memory products, Micron notified its channels that memory product prices would soon rise by 20%-30%. Starting September 12, all quotations for memory products, including DDR4, DDR5, LPDDR4, and LPDDR5, were suspended, with the suspension expected to last about a week. It is reported that the price increase will affect not only consumer and industrial-grade memory products but also automotive electronic products, which are expected to see a rise of up to 70%.

In early November, supply chain sources reported that Micron also followed Samsung’s move by suspending contract price quotations for DDR5 DRAM in October.

SanDisk: NAND Contract Prices Increase by 50%

On September 14, media reports stated that SanDisk, a NAND flash memory manufacturer, announced a blanket price increase of 10% for all channel distributors and consumer products the previous week, following a 10% price hike across its entire product line in April. On November 10, according to media reports, SanDisk significantly raised its NAND flash contract prices for November by 50%.

Puya: Prices of Some Products Have Risen Compared to Q3

On November 6, Puya stated that the company is currently negotiating price adjustments for NOR Flash memory chips with downstream customers in the fourth quarter. Prices for some products have already improved compared to the third quarter, with signs of marginal recovery in overall industry demand.

GigaDevice: Q4 Prices Expected to Rise Further

On November 24, company executives stated during the Q3 earnings conference that the niche DRAM market is expected to remain in a tight supply environment over the next two years, with prices likely to increase further in the fourth quarter and remain at relatively favorable levels next year.

Yangtze Memory Technologies (YMTC): NAND Flash Wafer Price Increase

According to media reports on December 19, the price of NAND flash wafers in the storage market in December increased by over 10% compared to the previous month. During the same period, the prices of finished products such as solid-state drives (SSDs) also rose by 15% to 20%. The media explained: "Yangtze Memory Technologies has adopted a strategy of gradually raising prices." The media assessed that, with its large-scale NAND flash production capacity, YMTC is becoming an alternative supplier in the global memory market.

Macronix: Rumored 30% Price Hike in Q1 Next Year

On November 11, Taiwanese media reported that Macronix has seized the significant market opportunity driven by AI to upgrade memory technology. With high-bandwidth memory (HBM) specifications in AI servers advancing from HBM3E to the higher-tier HBM4, Macronix, as a key supplier, is rumored to raise its Q1 prices next year by 30%.

Macronix did not comment on the market rumors. Its chairman emphasized that AI is indeed driving the memory market upward, and Macronix has recently observed rising demand and prices. In particular, NOR Flash is extensively used in servers and data centers. Beyond the current mainstream 512Mb products, demand for higher capacities such as 1Gb to 2Gb has begun to emerge.

Taiwan-Based Memory Module Manufacturers: First Suspension of Quotations in Eight Years

On October 7, Taiwanese media reported that ADATA, the world’s second-largest memory module manufacturer, and Team Group, Taiwan’s second-largest memory module producer, simultaneously suspended their price quotations. This marked the first time since 2017 that memory module manufacturers have halted price quotations. ADATA’s Chairman, Chen Li-bai, confirmed that the company’s suspension of quotations would last until mid-October. Team Group stated that the halt was due to the peak season for consumer electronics in Europe and the United States, coupled with limited supply from original manufacturers and rapid inventory depletion, necessitating flexible sales strategies.

Another Taiwan-based memory module manufacturer, Transcend, also suspended its quotations and shipments on November 7, anticipating that "market conditions will continue to improve."

Passive Component Manufacturers: Inductors, MLCCs, Tantalum Capacitors, and Resistors All Set for Price Increases!

A number of passive component manufacturers have recently joined the wave of price increases. According to the published price adjustment notices, the main reasons can be divided into two categories:

One category is driven by cost pressures resulting from rising raw material prices, such as increases in the prices of metals like silver, tin, copper, bismuth, and cobalt.

The other category is due to surging demand driven by AI, which has led to price increases for related products, such as tantalum capacitors.

Yageo / KEMET: Second Price Increase This Year

In October, KEMET issued a price increase notice to its customers, stating that effective November 1, prices for polymer tantalum capacitors in the T520, T521, and T530 series, applicable to case sizes D, V, X, and Y, with voltage ranges from 2.5V to 25V, would be raised. Supply chain sources revealed that the increase ranges from 20% to 30%. This marks the second price adjustment by KEMET this year, following a previous one in April.

                                                                         Yageo's Two Price Increase Notices

Fenghua Advanced Technology: Moderate Price Adjustments for Some Products

On December 27, Fenghua Advanced Technology issued a price adjustment notice stating that due to the company's inability to fully absorb the additional costs caused by rising raw material prices, it has decided to moderately adjust the prices of some products effective from January 1, 2026. The specific details are outlined in the price adjustment list, primarily covering resistors, inductors, and other products.

On November 24, media also reported that Fenghua Advanced Technology had issued a price adjustment notice, increasing the prices of certain products due to cost pressures.

Panasonic: Some Tantalum Capacitor Models to Increase by 15–30%

On November 28, Taiwanese media reported that Japanese manufacturers have also joined the trend of raising tantalum capacitor prices. Panasonic issued a price increase notice to distributors and customers, announcing a 15–30% price hike for certain tantalum capacitor models. The adjustments cover 30–40 types of polymer tantalum capacitors and will take effect on February 1, 2026, aiming to offset the rising costs of materials, processes, and production equipment.

In April this year, it was reported that Panasonic had increased prices for polymer tantalum capacitors, citing rising raw material and production costs, with price hikes for some part numbers reaching as high as 25%.

Kyocera: Two Price Increases This Year

According to market sources, Kyocera AVX raised prices for general tantalum capacitors twice this year—in June and September—attributing both increases to the rising cost of raw tantalum.

According to the Q4 2025 market report from Future Electronics, polymer tantalum capacitors from manufacturers such as AVX, Vishay, and Panasonic are experiencing extended lead times, with deliveries impacted by AI-related demand.

Taiqingke : Multilayer Chip Inductors and Magnetic Beads Prices Raised by Over 15%

On November 13, Zeng Zhiming, spokesperson for the Taiwanese passive component manufacturer Tai-King Technology, confirmed that due to the sharp increase in silver prices this year, the production costs of multilayer chip magnetic beads and inductors have become unsustainable, leading to a significant decline in profits. Therefore, starting in November, the company has raised prices for magnetic beads by over 15% for distributors and begun reducing production, phasing out products with poor profit margins.

Price Increases by Multiple Domestic Passive Component Manufacturers

In December, several domestic passive component manufacturers issued price adjustment notices.

Xiamen Hongfa Electroacoustic (producer of relays, connectors, capacitors, etc.) raised prices for some products by 5%–15% due to rising costs of key raw materials.

Nanchong Yihui Electronic Technology (HKR Hong Kong Resistors) stated that due to the rapid and significant increase in the prices of precious metals essential for resistor production, it is considering appropriate price adjustments. Detailed information can be discussed with relevant sales managers.

Specialized chip resistor manufacturer Zhejiang Jiowei Electronic Technology issued a price adjustment notice, increasing product prices due to the sharp rise in precious metal material costs. New prices will be implemented based on formal quotations for new orders.

Shenzhen Heketai Electronics Issued a Price Increase Notice

Shenzhen Heketai Electronics has issued a price adjustment notice, raising prices for thick film resistors by 8%–20% and semiconductor devices by 5%–20%. The new prices will take effect based on the quotation date of actual orders.

Jiangxi Changlong Technology Raises Prices for Thick Film Chip Resistors

Chip thick film resistor manufacturer Jiangxi Changlong Technology has increased prices for all series of thick film chip resistors, with adjustments ranging from 10% to 20%.

Anhui Fujie Electronics Issues Price Increase Notice: Thick Film Chip Resistor Prices Raised by 8%-20%

Chip resistor manufacturer Anhui Fujie Electronics (under Foshan Electronic FOSAN) has announced that due to the continuous rise in production costs for thick film chip resistors, it has decided to appropriately adjust the prices of certain thick film chip resistor series. The adjustment range is 8%-20%.

Ningbo Dingsheng Microelectronics Increases Prices for Resistor Products

Resistor manufacturer Ningbo Dingsheng Microelectronics has announced that it will raise the sales prices of some resistor-related products. The specific adjustment scope and updated prices will be detailed in the official quotation, and the new prices are scheduled to take effect starting from January 1, 2026.

Power devices: Prices rise for both domestic and international brands

China Resources Microelectronics: Price Increases for Some IGBT Products

In an investor communication at the end of October, China Resources Microelectronics confirmed that the company has "implemented price increases for some IGBT products." The management described this move positively, stating that it indicates "the power device market has entered a new phase of stabilization and improvement." They attributed the price hikes to two factors: first, coping with the rising costs of raw materials such as copper; and second, strong order performance in related fields.

Jingdaowei Electronics: Price Increases of 10%-15% for Some Product Series

Due to the continued rise in bulk material prices, Jingdaowei Electronics has decided to adjust the prices of its JDCF series, LB series, and some lighting packaging and testing product series. The price increases range from 10% to 15%, effective immediately upon the issuance of the notice.

Yangzhou Jingxin Microelectronics: Double-Sided Silver Chip Products to Increase by 10%

Due to the rise in precious metal prices, it has been decided to raise the prices of double-sided silver chip products by 10%, effective from January 1, 2026.

Others: Multiple Brands Report Price Increase News

TE Connectivity: Rumored Price Adjustments to Be Implemented Across All Regions in January Next Year

On December 4, TE Connectivity issued a price adjustment notice to its global channel partners. The notice stated that TE will implement price adjustments across all regions, effective from January 5, 2026, and applicable to all authorized TE distributors.

ADI: New Prices to Take Effect in February Next Year

In mid-December, a circulated ADI price increase notice indicated that the adjustment is primarily due to persistent inflationary pressures in raw materials, labor, energy, and logistics. The new prices will apply to orders shipped from February 1, 2026.

GPU: Both NVIDIA and AMD to Raise Prices

According to the latest report from Board Channels, the global graphics card market is about to witness a new round of significant price increases, with GPU prices potentially rising as early as next month and continuing almost monthly over the coming months.

The report states that AMD GPUs targeting AIB (Add-in Board) brands may see their first round of price hikes in January 2026, with multiple adjustments in the following months. Meanwhile, NVIDIA GPUs for AIC (Add-in Card) brands are expected to start raising prices from February onward. In December, some brands have already implemented minor price increases, while others have held steady. The decision on whether to raise prices in January will be up to individual AIC manufacturers.

Wuxi Huazhong Xinwei: Unit Product Prices to Increase by Approximately 10%-20%

Due to the continuous rise in the prices of key raw materials such as copper, silver, and tin, the company has decided to implement price adjustments for all products shipped after December 25, 2025. The increase per unit product is approximately 10% to 20%.

Jiangxi Tianyi Semiconductor: Unit Product Prices to Increase by Approximately 10%-15%

Due to a significant year-on-year increase in procurement costs for key materials such as lead frames and tin, which are essential for the production of packaged products, the company is facing substantial cost pressures in its operations. Effective for all products shipped after December 26, 2025, price adjustments will be implemented, with unit product prices rising by approximately 10% to 15%.

Wuxi Zhongxiang Technology: Partial Products to Increase by 10%-20%

Due to the rising costs of key materials required for the company's product manufacturing, which has led to an overall increase in product costs, it has been decided to implement price adjustments for certain products, effective from December 25, 2025. The price increases will range from 10% to 20%.

Yuxin Electronics: Adjusts Prices for Product Lines Significantly Impacted by Costs

Due to cumulative cost increases of 10%-30% for the primary packaging methods used in the company's products, price adjustments will be appropriately implemented for certain product lines heavily affected by these cost pressures. The new prices will take effect from December 18, 2025, with business managers and sales representatives updating and communicating the revised prices to customers.

Yongyuan Microelectronics: Price Adjustments Due to Sustained Significant Increases in Raw Material Costs

Due to the continuous and significant rise in raw material prices, the costs of packaging and wafer fabrication have surged sharply. To ensure stable product quality and service, the company has been compelled to adjust prices for certain products. The new prices will take effect from December 27, 2025.

End-Device Manufacturers: PC Manufacturers Raise Prices, Mobile Phone Manufacturers Suspend Procurement

PC Manufacturers: Lenovo, Dell, and HP Reportedly Raise Prices

In December, according to media reports, as the wave of memory price increases continues to intensify, Lenovo, Dell, HP, and others are planning to raise prices, with hikes reaching up to 20%.

Specifically, Lenovo has notified customers that all current server and computer quotations will expire on January 1, 2026, at which time new quotations will see significant increases. HP CEO Enrique Lores warned that the second half of 2026 "could be particularly challenging," and the company will raise prices if necessary. An internal Dell document indicates that starting December 17, Dell will increase prices for all its commercial products (targeting enterprise clients rather than general consumers). The extent of the price increase for consumers will depend on the memory capacity and storage specifications selected for laptops. A Dell sales employee stated that the increase rate will vary "between 10% and 30%" depending on individual customer contracts.

Mobile Phone Manufacturers: Multiple Brands Reported to Suspend Procurement

In mid-November, according to media reports, due to the sustained and significant rise in upstream memory chip prices, several mobile phone manufacturers have temporarily suspended their procurement plans for memory chips this quarter. Currently, mainstream manufacturers such as Xiaomi, OPPO, and Vivo generally hold inventory of less than two months, with some facing DRAM (Dynamic Random-Access Memory) stockpiles even below three weeks. They are now confronted with the difficult decision of whether to accept price hike quotations from original manufacturers (Micron, Samsung, SK Hynix) of nearly 50%.