Price hikes for semiconductor packaging are outpacing those for chip foundry work and increases throughout the chip supply chain will continue into the 2nd half of 2026, media report, citing executives on 2nd quarter earnings calls and unnamed industry sources. AI-related demand is crowding out all other production, even causing production cuts as capacity is revamped to meet AI demand. The story quotes chip designers Realtek, Parade, GMT specifically talking about price increases, while MediaTek called the increases “pass throughs” since all new costs are passed on to clients. $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Alibaba(BABA.US) $Baidu(BIDU.US) $Tencent(TCEHY.US) #semiconductors
Source: Dan Nystedt
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