The power semiconductor industry is experiencing a wave of price increases in 2026! Overseas giants like Infineon have taken the lead in raising prices, with domestic manufacturers following suit by hiking prices 10%-20%. The surge in demand for AI data centers coupled with the contraction of 8-inch wafer capacity has led to price hikes across the board for MOSFETs/IGBTs. Silicon carbide and gallium nitride are accelerating production expansion leveraging NVIDIA's 800V architecture, presenting new opportunities for domestic manufacturers. On May 13, the semiconductor sector in the Hong Kong stock market showed strong performance.
$INNOSCIENCE (02577.HK)$Surging nearly
19% to hit a record high,
$MONTAGE TECH (06809.HK)$Up more than 10%,
$SMART-CORE (02166.HK)$、
$GIGADEVICE (03986.HK)$Up over 5%. Amid the chip price hike trend, which direction deserves the most attention? Which domestic semiconductor stock do you favor?