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Chinese MOSFETs Surge in Price

Chinese MOSFETs Surge in Price
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💰Read original on 钛媒体
#power-semis#supply-chain#china-manufacturingmosfetmosfet

💡MOSFET hikes will inflate AI infra costs—secure supplies before 2026 rush.

⚡ 30-Second TL;DR

What Changed

Intensive price hikes for domestic MOSFETs

Why It Matters

Rising MOSFET costs will elevate power management expenses for AI data centers and GPU systems, potentially delaying expansions or squeezing margins for hardware-intensive AI projects.

What To Do Next

Audit your AI hardware BOM for MOSFET dependencies and scout alternative suppliers now.

Who should care:Enterprise & Security Teams

Key Points

  • •Intensive price hikes for domestic MOSFETs
  • •Power semiconductor subdomain affected
  • •Wave begins at start of 2026
  • •Long-awaited market adjustment

🧠 Deep Insight

Background and context from public sources — not the original article. 6 sources cited.

🔑 Enhanced Key Takeaways

  • •Price surges in MOSFETs are driven by sharp rises in raw materials like silver, copper, tin, and copper-clad laminates, with some categories increasing over 30%.[2][4]
  • •The hikes are part of a full semiconductor industry chain reaction, spreading from chip design (e.g., MCUs up 15-50%) to packaging, materials, and end markets like automotive electronics, raising vehicle BOM costs by about 200 yuan.[2][4]
  • •Chinese foundries SMIC and Hua Hong have raised 8-inch wafer quotes by 10-20% due to AI chip demand and global shifts, contributing to upstream cost pressures.[2]

🔮 Future ImplicationsAI analysis grounded in cited sources

Domestic MOSFET substitution rate will reach 64.5% by end of 2026
Acceleration of domestic substitution is projected to grow China's MOSFET market to $6.95 billion by 2026 from $4.66 billion in 2021.[5]
Semiconductor price hikes will persist into Q2 2026 with MCU ASP breaking 2018 peaks
Manufacturers like Smart Micro and Sheng Silicon Micro plan 10-20% increases post-holiday, amid ongoing supply tightness and cost rises.[4]

⏳ Timeline

2021-12
China MOSFET market reaches $4.66 billion with 30.5% domestic substitution rate.[5]
2023-12
Global and domestic MOSFET growth rate falls to 3.3%.[5]
2024-12
Global memory market enters sharp upward trend, initiating cost pressures.[6]
2025-12
DDR4 16Gb module prices surge approximately 1800%; wafer leaders like Longi raise n-type wafer quotes.[1][6]
2026-01
Cmsemicon announces 15-50% hikes for MCUs and NOR Flash; Goke Microelectronics plans up to 80% for KGD products.[2][4]
💰Read original article on 钛媒体
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