As the fourth quarter begins, price increases across the semiconductor supply chain are ongoing.
From upstream photoresists and silicon epitaxial materials, to chip segments such as MCU (Microcontroller Unit), analog chips, CPUs, GPUs, and power devices, and further to passive components like MLCCs, semiconductor packaging and testing, and downstream display panels, price hikes have spread across multiple links in the supply chain. Recently, a new batch of vendors has started implementing new prices, adjusting their quotes for the fourth quarter of 2026.
Kingboard Laminates: Issues Eighth Price Hike Notice of the Year
On October 13, Kingboard Laminates, a leading CCL (Copper Clad Laminate) manufacturer, issued its latest price hike notice, announcing immediate price increases for selected products.
Top Three Japanese Photoresist Vendors: Collective Price Hikes Starting October 1
Recently, Japan's top three photoresist manufacturers, JSR Corporation, TOK (Tokyo Ohka Kogyo), and Shin-Etsu Chemical, announced the implementation of a new pricing system for global customers starting October 1, 2026. According to relevant reports, the base price increase for new orders across all product categories has reached 15%, with long-term agreement quotes for high-end ArF series adjusted upward by 16%-22%.
Three Silicon Epitaxial Material Manufacturers: Centralized Price Adjustments Starting October 1
In September, Nanjing Guosheng Electronics, Nanjing Shengxin Semiconductor Materials, and CEC Jinghua (Tianjin) Semiconductor Materials successively issued price adjustment notices to their customers. The new prices from all three manufacturers will officially take effect on October 1, 2026.
Nanya Technology: DRAM Price Hikes Up to 20%
According to a report by Taiwanese media on October 7, Nanya Technology, a memory manufacturer in Taiwan, China, has recently notified customers one after another that it will raise DRAM contract prices again, with increases of up to 20%. In response to market rumors about the renewed price hikes, Nanya Technology stated that it has no comment on matters related to customer quotations.
Some institutions estimate that DDR4 contract prices in the fourth quarter will increase by approximately 10% to 20% quarter-on-quarter. Nanya Technology's price hikes for large server customers may exceed 20%, mainly reflecting its previously lower quotes. The impact of these price increases is expected to gradually materialize from the fourth quarter to the first quarter of next year.
Taiwan, China OSATs: Price Hikes Ranging from 10% to 30%
Taiwanese media reported in October that the semiconductor packaging and testing industry is experiencing the strongest price hike wave in history.
Industry sources reveal that due to the continuously lengthening testing time for AI chips, coupled with cloud giants launching their self-developed chips, the capacity in the packaging and testing market is in severe short supply recently. Related vendors are raising prices at any time, with increases expected to reach 10% to 30%. Prices for rush orders from small customers have even doubled. ASE, KYEC, PTI, and Orise are among the direct beneficiaries.
Taiwan, China IC Design Vendors: Brewing a Second Wave of Price Hikes
Taiwanese media reported in October that foundry and packaging and testing sectors continue to evaluate price hikes. Recently, products including PMIC (Power Management IC), driver ICs, and MCU (Microcontroller Unit) are rumored to be planning a second wave of price hikes from late this year to early next year to reflect costs. The increases could range from 5% to double-digit percentages, and the phenomenon of semiconductor inflation is expected to persist.
Industry insiders point out that earlier this year, other foundry vendors raised their quotes, causing some IC products to increase prices to reflect costs. Recently, it has been known that TSMC will raise its quotes starting January next year, with mature process node increases of approximately 3% to 10%. Since foundry services account for the largest proportion of IC product costs, any increase in production quotes will immediately drive up costs, and backend packaging and testing also affect costs. Currently, no IC design vendor has publicly confirmed its price hike plans for next year. However, external expectations suggest that as long as one vendor fires the first shot of a price increase, related vendors such as Novatek, Sitronix, FocalTech, Anpec, Richtek, Silergy, and Holtek are likely to follow suit when the opportunity arises.
Allegro MicroSystems: Price Hikes Across All Product Lines Starting October
A notice from Allegro MicroSystems indicates that price adjustments will be implemented across its entire product portfolio starting October 2026. In the notice, Allegro mentioned that the continuous rise in costs for precious metals, rare earth materials, foundry services, and packaging and testing are the key reasons for this adjustment.
onsemi: Another Round of Price Hikes Starting October 10
A notice released by onsemi on September 16 shows that the company will implement a new round of price adjustments for a wide range of products starting October 10, 2026. This marks onsemi's second round of price hikes this year. The specific affected part numbers and increase percentages will be further notified to customers by onsemi and its authorized channels.
NSING Technologies: 10%-20% Price Hikes for Selected MCUs
According to the price adjustment notice, the company will increase the prices of selected MCU products by 10%-20% starting October 1, 2026.
The notice mentions that since the beginning of this year, driven by the sustained boom of the AI industry, the global supply chain landscape has been adjusted. Meanwhile, factors such as wafer prices, production costs, and lead times have changed, leading to increased demand and tightening supply for selected MCU products.
Samsung Electro-Mechanics: MLCC Quotes for Q4 Up by Up to 30%
According to TrendForce, Samsung Electro-Mechanics recently raised its MLCC quotes for the fourth quarter of 2026 for OEM and ODM customers. Among them, the average price increase for consumer-grade X5R MLCCs is approximately 25%-30%; for high-end X6S products used in AI servers, the average increase is about 10%-20%, depending on negotiations with different customers.
Previously in July, there were also reports that Samsung Electro-Mechanics had raised the prices of some MLCC products by approximately 30% compared to the original prices, effective from August 1 based on shipment dates.
AMD: Rumored Another Round of Price Hikes Starting December 27
On October 8, market rumors indicated AMD's second price adjustment letter this year, expanding the scope to cover the entire lineup of FPGAs, adaptive SoC (System on Chip), embedded x86, SOMs, and accelerator cards, effective December 27, 2026, and explicitly covering in-transit existing orders and new orders. The letter did not provide specific percentages, but market expectations are in the range of 10%-20%.
Intel: Possible Another Price Hike for PC CPUs in Early October
Intel has also adjusted its product prices multiple times this year.
In July, the company already raised the recommended retail prices for some consumer and server-grade CPUs, involving the Core Ultra 200S Plus and some Xeon 6 and Xeon 8000 series. By September, supply chain sources revealed that Intel plans to raise PC CPU prices again in early October, with an expected increase of approximately 10%.
BOE: New Prices to Take Effect in the Fourth Quarter
In September, display panel manufacturers BOE, TCL CSOT, and HKC successively sent official letters to customers regarding LCD price adjustments. Mainstream TV manufacturers such as Samsung Electronics, LG Electronics, and Sony have all received price hike notices. Among them, BOE explicitly stated that new prices will be implemented starting the fourth quarter of 2026; TCL CSOT and HKC, on the other hand, began adjusting quotes for selected products in September.