The diode product chips are indeed in a long and wide-ranging price increase cycle, which has been ongoing since early 2026 and is still fermenting.
This round of price increases is not a sporadic action by individual manufacturers, but a global industry wide behavior. The current situation can be summarized as follows:
Wide range of price increases: From small signal diodes, TVS/ESD diodes, to power devices such as MOSFETs and IGBTs, almost all diode related categories are within the price range
Significant increase: Mainstream manufacturers generally raise prices by 10% -20%, with some categories even experiencing price increases exceeding 100%.Long duration: This wave of price hikes began in February 2026 and has been ongoing for over half a year. Recently, major companies such as Ansenmei have issued a new round of price increase notices, which will take effect from October 10, 2026, indicating that the upward trend is still continuing.
This round of price increases is the result of multiple factors, which can be understood as the combined effect of "cost push" and "demand pull":
Cost push: The cost of raw materials and packaging has skyrocketed. Diodes and power devices are highly dependent on precious metals such as copper, silver, gold, tin, and palladium, which account for up to 60% -70% of the packaging cost. The sharp rise in metal prices has directly raised the cost of basic materials for chips
Demand pull: AI computing power becomes the "electric tiger". The explosive growth of AI data centers demands extremely high power efficiency, driving strong demand for high-end power semiconductors, especially silicon carbide devices. Major manufacturers are tilting their production capacity towards the higher profit AI track, leading to a tight supply of conventional diodes.Supply side: Capacity contraction and inventory bottoming out. The global 8-inch mature process capacity has shrunk, coupled with the industry's previous "destocking year", channel inventory has now fallen below the historical baseline, providing support for factory price increases.
