Leading global semiconductor supplier Infineon has announced another round of price adjustments. According to industry updates, the company has notified its customers and partners of planned price increases on selected product lines, driven by continuously rising costs across the global semiconductor supply chain.

This marks the second price adjustment from Infineon, following an earlier round of pricing changes implemented earlier in the year.

Infineon states that the global semiconductor industry remains under significant pressure. Geopolitical volatility has driven up costs across the entire supply chain, including energy, key raw materials, transportation, and supporting services. Meanwhile, demand across its product lines has expanded considerably, outpacing earlier market expectations. To ensure stable supply chains and consistent delivery for end customers, Infineon is increasing capital investment and accelerating capacity expansion initiatives.

According to public statements, Infineon has previously noted that traditional transformer products rely heavily on raw materials such as copper, leading to long-term challenges including rising costs and extended lead times. Amid rapid expansion in the artificial intelligence sector and growing infrastructure investment, competition for key semiconductor materials has intensified. This has highlighted the industrial value and application advantages of high-efficiency, low-consumption technologies such as Solid-State Transformers (SST).

AI Industry Expansion Drives Up Power Semiconductor Prices

The pricing momentum fueled by strong AI growth has fully extended into the power semiconductor market. Numerous global power chip manufacturers have recently announced price increases.

In addition to Infineon, Texas Instruments is also implementing its second price adjustment of the year, covering key components including Power Management Integrated Circuits (PMICs) and MOSFETs. Domestic power semiconductor manufacturers have followed similar strategies, implementing price increases on IGBT and MOSFET products at varying levels.

Industry analysts and investment institutions point out that this round of industry-wide price increases is not a short-term cycle driven by inventory restocking, but a long-term trend fueled by structural demand growth in the market. Data shows strong revenue growth in Texas Instruments’ data center business, confirming that AI-driven demand has expanded beyond traditional GPUs to core power semiconductor applications such as power management, server power systems, and high-voltage MOSFETs.

Industry forecasts suggest that as high-end computing platforms and High-Voltage Direct Current (HVDC) architectures continue to scale up, demand for high-voltage MOSFETs, IGBTs, and various power conversion components will keep expanding, supporting continued strength in the power semiconductor industry.