22026年半导体涨价信号已出现:多家厂商涨价函汇总

半导体行者
Dec 30, 2025

最高涨价30%!当亚德诺半导体(ADI)最新一纸涨价通知在市场流传开来时,关于“模拟芯片是否已经触底、行业是否真正回暖”的讨论,基本有了明确答案。事实上,ADI并不是个例。进入2025年末,从晶圆代工、存储、被动元件、功率器件,到PCB上游材料、终端整机厂商,一轮覆盖几乎整个半导体产业链的涨价潮,正在加速形成,并明确指向2026年。这一次,不是情绪驱动,而是成本与结构性供需共同推动的系统性涨价周期...

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