新一轮芯片涨价潮来袭 半导体公司密集宣布涨价

格隆汇
Aug 20
据21财经,AI对半导体产业链的“虹吸效应”仍在持续发酵。进入2026年下半年,新一轮芯片涨价潮以更广的覆盖面和更强的力度席卷而来。8月10日,射频芯片龙头卓胜微发布调价函,宣布自9月1日起对全系列RF产品执行新价格。次日,国民技术跟进,将部分MCU产品价格上调10%至20%。国际大厂方面,意法半导体(ST)将于8月23日完成年内第三次调价,亚德诺(ADI)也将于9月13日起执行第二轮新价格。从存储芯片到MCU,从射频前端到功率半导体,从模拟芯片到被动元件,涨价函正密集落地。相比上半年的那波涨价,本轮行情更突出的特点是:AI算力需求爆发对成熟制程产能形成“虹吸效应”,叠加供应链成本上行、供需持续收紧与国产替代需求扩容,共同将半导体行业推入量价齐升的上行周期。

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