{"slug": "chip-supply-chain-braces-for-more-price-hikes-as-upstream-parts-create-new", "title": "Chip supply chain braces for more price hikes as upstream parts create new bottlenecks", "summary": "The AI-driven price surge in the semiconductor supply chain is spreading to upstream materials and manufacturing inputs, with suppliers of power chips, capacitors, and other components raising prices. Germany's Infineon, US-based Texas Instruments, and China's Yangjie Technology have increased prices for power semiconductors, while Japan's Murata Manufacturing will raise MLCC prices by 10-40% from July. These new bottlenecks could slow global AI infrastructure buildout.", "body_md": "# Chip supply chain braces for more price hikes as upstream parts create new bottlenecks\n\nMakers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices\n\n[Wency Chen](/author/wency-chen)in Shanghai\n\nThe AI-driven price surge in the semiconductor supply chain is spreading beyond graphics processing units (GPUs) and memory chips to upstream materials and manufacturing inputs, creating new bottlenecks that could slow the buildout of global artificial intelligence infrastructure.\n\nSuppliers of once less-visible parts are gaining leverage as customers compete for limited capacity.\n\nThese range from power chips and capacitors that regulate electricity inside AI data centres, to copper-clad laminates and glass fabric that form the base of printed circuit boards (PCBs), as well as industrial gases, valves and ceramic parts used in chipmaking tools.\n\n“Capacitors and power semiconductors are now both moving into a price-increase cycle,” said Liu Gaochang, an analyst at Sinolink Securities, who noted that the adjustments have spread from selected products to wider categories.\n\nAI servers use three to 10 times as many capacitors as traditional servers, and orders for power components were “fully loaded”, Liu said, adding that costs had also risen for aluminium foil, chemical materials and electricity.\n\nJapan’s Murata Manufacturing, the world’s largest maker of multilayer ceramic capacitors, or MLCCs, will raise prices for products used in AI servers and high-end automotive electronics by 10 to 40 per cent from July, Shanghai Securities News reported.", "url": "https://wpnews.pro/news/chip-supply-chain-braces-for-more-price-hikes-as-upstream-parts-create-new", "canonical_source": "https://www.scmp.com/tech/tech-trends/article/3358907/chip-supply-chain-braces-more-price-hikes-upstream-parts-create-new-bottlenecks?utm_source=rss_feed", "published_at": "2026-06-30 11:00:08+00:00", "updated_at": "2026-06-30 11:28:46.727341+00:00", "lang": "en", "topics": ["ai-infrastructure", "ai-chips", "ai-products"], "entities": ["Infineon", "Texas Instruments", "Yangjie Technology", "Murata Manufacturing", "Sinolink Securities", "Liu Gaochang", "Shanghai Securities News"], "alternates": {"html": "https://wpnews.pro/news/chip-supply-chain-braces-for-more-price-hikes-as-upstream-parts-create-new", "markdown": "https://wpnews.pro/news/chip-supply-chain-braces-for-more-price-hikes-as-upstream-parts-create-new.md", "text": "https://wpnews.pro/news/chip-supply-chain-braces-for-more-price-hikes-as-upstream-parts-create-new.txt", "jsonld": "https://wpnews.pro/news/chip-supply-chain-braces-for-more-price-hikes-as-upstream-parts-create-new.jsonld"}}