Infineon Price Increase Notice 202602

Following price hikes announced one after another by major semiconductor manufacturers, Infineon officially issued a price increase notice on February 5, 2026.

Major power semiconductor manufacturer Infineon, February 5, 2026 Notify the customer that due to... Power semiconductor devices (IGBT / MOS / SiC MOS) and ICs With continued supply tightness and rising costs of raw materials and infrastructure, the company will adjust prices for certain products starting from April 2026.

Infineon pointed out that, driven by the rapid expansion of AI data center construction, Currently, demand for certain products in the semiconductor market has surged dramatically, leading to tight supply of various power semiconductor devices and ICs. To support the demand for sustained growth, Infineon must make substantial additional investments to secure wafer fab capacity ahead of schedule. At the same time, it is facing significant pressure from rising costs of raw materials and infrastructure.

Infineon pointed out that in the past, the company had always offset rising input costs by improving internal efficiency. However, it has now reached a stage where it can no longer fully absorb these costs, so it must now share this increase in costs jointly with its valued customers and partners.

Infineon stated that, for power switches and IC products affected by earlier investments and rising manufacturing costs, the company has taken all feasible measures to keep the scope of this price adjustment to a minimum. The new prices will take effect from April 1, 2026. All new orders placed on or after that date, as well as existing orders shipped on or after that date, will be subject to the adjusted prices.

Infineon emphasized that the company will continue to take all necessary and forward-looking measures to fully support your growth in a market environment characterized by supply constraints. The company’s business representatives will be contacting customers soon to provide further details.

Upstream cost aspect Metals are critical raw materials in key processes and material segments of the electronics industry, including wafer fabrication, packaging and interconnection, and copper-clad laminates. These metals primarily include gold, silver, and copper. In 2025, the price increases for gold, silver, and copper futures are expected to exceed 50%, 150%, and 50%, respectively.

Midstream components Since the downturn began in 2022, gross profit margins in many sub-sectors of the electronic components industry have remained relatively low. Against the backdrop of tight downstream supply and demand and continuously rising upstream costs, there is strong pressure for price increases. Since the second half of 2025, we have observed that manufacturers in sectors including memory, CCL, wafer fabrication, packaging and testing, LED, power devices, analog chips, and passive components have successively issued price increase notices. This trend is now spreading to an increasing number of manufacturers, and some segments have even seen multiple rounds of price hikes.

Beijing Fuling United Electronics We are committed to promoting Infineon’s IGBT modules and serve as a key partner of Infineon in China. A friendly reminder: Please make sure to plan your inventory in advance to avoid any unnecessary disruptions to your production caused by price increases.