The semiconductor materials sector has seen another wave of price hike news!
Recently, Nanjing Guosheng Electronics, Nanjing Shengxin Semiconductor Materials, and CETC Jinghua (Tianjin) Semiconductor Materials have successively issued price adjustment notices to their customers. Silicon epitaxial materials are about to experience a round of centralized price increases, with this round of hikes officially taking effect from October 1, 2026.
Among them, CETC Jinghua explicitly stated in its price adjustment communication letter released on September 23 that the prices of silicon epitaxial products will be increased by 15%–20%, and the final prices for products of different specifications will be subject to the official quotation. This magnitude is not to be underestimated in the semiconductor materials field.
Regarding the reasons for the price hike, CETC Jinghua frankly stated that the prices of upstream raw materials in the industrial chain have surged significantly, market shortages are prominent, the uncertainty of raw material supply has intensified, and corporate cost pressures have sharply increased. The core purpose of this price adjustment is to offset the pressure of rising upstream costs and ensure the continuous and stable supply of products, rather than actively seeking profit growth.
Meanwhile, Nanjing Guosheng Electronics and Nanjing Shengxin Semiconductor have simultaneously announced their price adjustment plans. The two companies stated that affected by the continuous rise in comprehensive costs such as upstream raw materials, energy logistics, and production operation and maintenance, coupled with changes in the supply and demand landscape of the semiconductor industry, production costs have been under continuous pressure. The company has decided to update the price system of its entire range of semiconductor epitaxial materials from October 1, 2026. New orders and pending orders will be subject to the latest written quotations from sales personnel, and the specific price increase has not been disclosed to the public for the time being.
Multiple manufacturers have simultaneously chosen October 1 as the price adjustment node, marking the official start of the cost pass-through cycle in the silicon epitaxial materials sector. Against the backdrop of gradually recovering wafer fabrication demand, the contradiction of tight supply of upstream silicon epitaxial materials has begun to emerge.
What Are Silicon Epitaxial Materials? The Core Substrate for Power Chips
Many people are relatively unfamiliar with silicon epitaxial materials, but they are indispensable key basic materials in semiconductor manufacturing.
Simply put, the epitaxial process involves growing a thin layer of monocrystalline silicon with a specific crystal structure, thickness, and doping concentration on a silicon wafer substrate. Compared to ordinary silicon wafers, epitaxial wafers can precisely regulate the electrical performance of chips and are widely used in power semiconductors, analog ICs, CIS image sensors, RF devices, and some high-performance ICs.
In the power device sector, the thickness, doping concentration, and defect level of the epitaxial layer directly determine the chip's voltage blocking capability, on-resistance, and long-term reliability. Popular sectors such as NEVs, photovoltaics, and industrial control power supplies are highly dependent on high-quality silicon epitaxial wafers.
As a core upstream material for chip manufacturing, the supply and demand fluctuations of silicon epitaxy will transmit downstream to power devices and analog ICs along the industrial chain. This collective price adjustment by multiple domestic epitaxial manufacturers on the one hand reflects the tight supply of upstream raw materials, and on the other hand also indicates that, given the recovery in downstream wafer capacity demand, the cost pressure on the semiconductor materials end is being concentrated and released to the upstream materials segment.
Going forward, whether the price hike effect of silicon epitaxy will continue to transmit to downstream chip manufacturers, and whether the prices of power semiconductor products will change accordingly, are worth continuous tracking by the industry.
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