Looks like Power Semis are already starting price hikes.
Which is bullish thematically for US power semi trade from $Alpha &Omega(AOSL.US) to $Power Integrations(POWI.US), 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)
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