Price Hike

Nan Ya Plasti

2026-08-14 06:23:23

Nan Ya Plastics to Raise CCL, Prepreg Prices by 20-25% from Sept 1

Nan Ya Plastics' Electronic Materials Division has announced a 20%-25% increase in prices for copper-clad laminate (CCL) and prepreg, effective September 1. The adjustment applies to orders based on the shipment date, the company said in a notice. The move is driven by a severe supply-demand imbalance in the global electronic materials market. Prices of core raw materials have been rising continuously, with glass fabric experiencing an especially acute shortage. As a result, procurement costs have escalated out of control. CCL is the core material used in printed circuit boards, so the price hike is expected to impact PCB manufacturers and downstream electronics terminals. Nan Ya Plastics stated that it will continue to monitor supply chain dynamics and respond to market changes. This is one of the most substantial price adjustments in the PCB upstream materials sector in recent times, reflecting the intense cost pressures across the industry.

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Analog Chips

2026-08-07 12:44:13

Analog Chip Giants' Synchronized Price Hikes Open Mid-Market Window for Local Makers

Global analog and power semiconductor leaders have moved in unison to raise prices, according to MarsBit. Demand is surging for high-voltage power management and signal-chain chips across three high-growth end markets: AI servers, new-energy vehicles and energy storage. Supply pressure is building as overseas 8-inch wafer capacity shrinks and delivery lead times stretch. Those conditions are opening what the report describes as a golden window for domestic analog chip vendors with their own fabs or stable foundry partnerships. The opportunity is centered on the mid-range market, where local suppliers can replace imported chips in mature analog and power applications. The report combines three forces into one conclusion: synchronized price hikes by global leaders, strong demand from downstream high-growth sectors, and capacity constraints at overseas fabs. The analysis positions domestic suppliers with captive production or dependable outsourcing arrangements as the main beneficiaries of this window.

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Qualcomm

2026-07-24 16:18:57

Bloomberg: Qualcomm tells customers it can no longer absorb cost increases, plans double-digit price hikes

BlockBeats reported on July 25 that Bloomberg, citing a letter, said Qualcomm had told customers it could no longer absorb rising costs and would raise prices by a double-digit percentage. The report tied the move directly to the company’s inability to keep taking on higher pricing pressure. Following the news, market data from BIT (bit.com) showed Qualcomm narrowing its losses, while Nvidia rose 1.2% and touched a fresh intraday high. The item was published as a short market update and did not disclose additional details from the letter, including the exact scale of the increase or the timing of the new pricing. The market reaction cited in the report was limited to BIT data on Qualcomm and Nvidia.

1310

TSMC

2026-07-23 17:30:16

TSMC Secretly Hikes Prices Across All Advanced Nodes by 5-10%, Gross Margin to Rise 2%

Exclusive report reveals TSMC is quietly raising prices on all advanced nodes (7nm and below) by 5-10%, triple the expected scope. The move is set to boost 2026 gross margin by over 2 percentage points, with Apple CEO Cook already signaling cost pass-through.

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Apple

2026-07-01 03:01:04

Apple vs. Memory Giants: Power Rebalancing in iPhone's Profit Bill

This article dissects the shifting power dynamics between Apple and memory chipmakers (Micron, Samsung, SK Hynix) as revealed by iPhone cost structure. For over a decade, Apple squeezed memory suppliers, buying chips at $5 and selling iPhones for $99 profit. Now, AI-driven demand for DRAM and HBM has flipped the script: memory costs surged 93-98% in Q1 2026, forcing Apple to raise prices across all product lines. The article provides granular data from iPhone X, 14 Pro, and 17 series, along with Tim Cook's 'once-in-a-century flood' remarks and Elon Musk's agreement. It also explores Apple's potential move to source from Chinese manufacturer ChangXin Memory Technologies (CXMT) to break the oligopoly.

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