On April 17th, International Electronic Business News reported that a distributor revealed to the news outlet that AOS (Austrones System Inc.), a power semiconductor and chip supplier, officially issued a price adjustment notice to its global customers earlier this month. According to the distributor, some AOS products will officially increase in price on April 1, 2026. The following is the main content of the price increase letter from AOS, disclosed to International Electronic Business News by the distributor:
AOS stated in the price increase letter that despite continued increasing cost pressures in the industry, the company has made every effort to maintain existing prices for as long as possible. However, given the continued rise in raw material, energy, logistics, and infrastructure costs, a price adjustment is now necessary to ensure sustainable operation and long-term supply reliability. At the same time, the continued growth in demand for power semiconductor products has led to tighter supply in certain product segments. To support future growth and maintain supply continuity, AOS is making targeted investments to increase capacity and further enhance the resilience of its overall supply chain. Starting April 1, 2026, AOS will implement price adjustments for some selected products.
The AOS sales team will follow up and provide detailed information on product scope and implementation timeline. Several power semiconductor companies have already raised prices in 2026. Since the beginning of 2026, the power semiconductor industry has seen a new wave of price increases, and AOS's price adjustment is just another microcosm of the industry-wide cost transmission. From international giants like Infineon and ADI, to domestic leaders like CR Microelectronics and New Energy, and now AOS, global power semiconductor manufacturers have formed a coordinated price increase pattern, covering core categories such as MOSFETs, IGBTs, and diodes, with increases generally at 10% or higher. This round of price increases is not a short-term market speculation, but rather an inevitable result of comprehensive pressure on cost-side raw materials, wafer foundry, and packaging and testing, coupled with explosive growth in downstream demand from new energy vehicles, photovoltaic energy storage, and data centers, leading to a continuously widening supply-demand gap. Some industry insiders believe that this round of price increases has clear sustainability, and the industry's high prosperity and upward price trend are expected to continue into the second half of 2027. Going forward, it is crucial to focus on the pace of new domestic capacity release and the realization of downstream demand.
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