NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jun 23

20:00Impact score 90
📈 A new round of #MCU price hikes is brewing. Following NXP and Infineon, #STMicroelectronics is reportedly gearing up for its second increase this...
STMicroelectronics is set to implement its second MCU price hike of the year in late June, following NXP and Infineon. This confirms a sustained upward trend in the MCU market driven by tight supply and strong demand. Traders should anticipate further spot price increases and prioritize inventory securing.
MCUSTMicroelectronicsTrendForce Official (Market Data)Price Movement

05:14Impact score 92
STMicroelectronics Unveils Lower-Cost PMICs With Reduced Power Rails
STMicroelectronics launched STPMIC1L and STPMIC2L PMICs, with prices dropping 21% and 50% respectively compared to previous models.
PMICPower Management ICSTMicroelectronicsThe ElecPrice Movement

22:25Impact score 88
PC makers report surging prices across different components — increasing costs are going beyond memory chip and processors, now affecting PCBs, plastic materials, and more
PC supply chain managers report broad-based price increases and supply constraints extending beyond memory chips to PCBs, plastics, and resins, with PCB lead times stretching from six weeks to six months. The pressure stems from a combination of AI infrastructure demand, limited capacity, Chinese rare earth export controls, and geopolitical tensions. Bullish: This indicates sustained upward pressure on component costs across multiple non-core material categories, directly impacting procurement costs.
PCBPlastic MaterialsResinsBroadcom, STMicroelectronics and 5 totalTom's HardwarePrice Movement

03:44Impact score 98
[News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%
STMicroelectronics has notified customers of price increases effective April 26, while Intel and AMD plan CPU hikes of 10-15%. Driven by rising material and capacity costs, multiple chipmakers are raising prices, and CPU lead times have extended to 8-12 weeks. Bullish: Industry-wide pricing trend confirmed, upward pressure on spot prices.
Analog chipsCPUSTMicroelectronics, Intel and 7 totalTrendForcePrice Movement