Over 20 semiconductor companies (TI, Infineon, ST, ADI) implement second-round price hikes effective July 1, power chips up 15-25%, AI server components up 85%

More than 20 global semiconductor companies, including Texas Instruments, Infineon Technologies and STMicroelectronics, began implementing their second round of price increases in 2026 on July 1, according to Edgen. Power chip prices rose 15 percent to 25 percent, while AI server power components climbed as much as 85 percent. Starpower Semiconductor told customers in a notice that cost pressure from wafer manufacturing, base metals and packaging materials had exceeded what the company could absorb internally, announcing 15-percent-plus increases on IGBT and silicon carbide MOSFET modules. Starpower, Silan Micro, Yangjie Technology and CR Micro, all Chinese power semiconductor makers, issued their second price hike notices within weeks of each other. In the first round between March and April, Texas Instruments, MPS, STMicroelectronics and NXP had raised AI server power product prices by 20 percent to 85 percent. TI, Infineon and STMicro are now leading a second wave effective July 1, with Chinese domestic players following. Silan Micro told customers its capacity remains tight due to surging demand from AI and new energy sectors, justifying a 15 percent to 25 percent adjustment for the third quarter.