NuAxiSemiconductor trade intelligence
RT NEWS: 📈 China’s AI race heats up this Lunar New Year—and so do prices! #Zhipu #AI hikes GLM‑5 Coding Plan 30%+. Other big players—Moonshot, ...
What happened
Zhipu AI has raised the price of its GLM-5 Coding Plan by over 30%, with other major Chinese AI firms like Moonshot and MiniMax also implementing tiered or higher pricing through 2025. This reflects intense competition and surging demand for AI compute resources in China, driving up costs for cloud and AI service providers. Bullish: This direct price action signals sustained, strong underlying demand for AI chips, HBM, and advanced packaging capacity, likely putting upward pressure on related semiconductor supply chains.
Impact and signal
High impactImpact score: 92/100
Affected components and suppliers
Zhipu AIMoonshot AIMiniMaxAlibaba CloudByteDance
price-hikedemand-surgeAIChina
Source and time
Source: TrendForce Official (Market Data) · 2/15/2026 · View original source
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