Serenity（白毛股神）@aleabitoreddit发帖2026-06-26

多家中国功率半导体厂商提价，反映出来自AI数据中心、能源系统和电动汽车的强劲需求。这对美国同业如AOSL和POWI构成利好，上游材料供应商也受益。

多家中国功率半导体厂商提价，反映出来自AI数据中心、能源系统和电动汽车的强劲需求。这对美国同业如AOSL和POWI构成利好，上游材料供应商也受益。

“Looks like Power Semis are already starting price hikes. Which is bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits. China's Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product range by 10%-15%, July 1. Chongqing China Resources Micro, Silan Microelectronics, and NCE Power also price hiked. “Demand is playing a larger role than costs in the latest round of price increases” from AI DCs, to energy systems, and new EVs. Another potential beneficiary is the upstream material companies that make these: - nonferrous metals like copper and tin. -Plastic molding compounds - chemicals, and packaging consumables “Nearly all major Chinese power semiconductor makers have raised prices in 2026.” (Digitimes) So positive read through on power semi adjacent (reduce China-driven price pressure + better pricing + demand validation)”