The semiconductor price increase trend is spreading, and the costs of automotive-grade chips and AI
In late August 2026, the semiconductor industry witnessed a new round of price hikes. STMicroelectronics initiated its third price increase this year, covering categories such as automotive microcontrollers, power devices, and analog chips; recently, international giants like Texas Instruments and Infineon have also raised the prices of their related products, further prolonging the delivery cycle of automotive-grade chips and continuously increasing the cost pressure on downstream automakers. At the same time, the price increase in the AI server sector was even more severe. According to Bloomberg on August 22, the price of servers equipped with NVIDIA's artificial intelligence chips will increase by at least 15%, involving products such as Vera Rubin and Grace Blackwell that will be delivered next year. NVIDIA's major clients have received notifications. AI servers rely on a large amount of high-performance memory chips, and the current shortage of memory production capacity has led to a rapid increase in prices. Companies supplying products to large data center operators such as Microsoft, Google, and Oracle have also announced price hikes. The semiconductor equipment sector was driven by this and experienced a midday rebound, with Nekro Equipment approaching a 20%涨停. United Precision， Fangfan Technology， and others followed suit.
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