2026-01-10 13:29:25

The semiconductor price hike is really coming. JPMorgan recently released a report stating that as a major global chip foundry, ASE Technology Holding is now unable to cope with the狂热需求 from the AI sector. Capacity has long been pushed to the limit, which is reflected in prices—starting from 2026, they plan to adjust the fees for backend wafer foundry services.

How much will the increase be? It is expected to be between 5% and 20%. This is much more aggressive than the previous forecast of 5-10%. The reason behind this is not complicated: substrates, precious metals, electricity costs—these expenses are all soaring, and ASE has decided to pass this cost onto customers.

Interestingly, they will also be meticulous—prioritizing supply to high-margin AI major clients to optimize product structure. In other words, those who generate higher profits will get priority.

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DecentralizeMe

· 01-10 13:57

Here it comes again, another price hike? Starting in 2026? We small retail investors are going to get cut again. ASE's move this time is really clever. What does "the higher the profit, the earlier you eat the meat" mean? It's a literal hierarchy system. A 5% to 20% increase isn't a small number. Ultimately, this cost is passed on to downstream companies, propagating all the way to consumers, unavoidable. Is the cost really rising that significantly? Or is it just riding the AI hype to push prices? I have my doubts. It feels like the supply chain is being blocked again. ASE's capacity is so limited, yet they dare to challenge clients—truly bold.

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SeeYouInFourYears

· 01-10 13:48

Here we go again, pushing the cost pressure directly onto the consumer side. This trick has become tired. When AI heat rises, everything increases in price. By this time next year, chip costs might have doubled.

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MevHunter

· 01-10 13:42

Coming again? This time, Sun Moon Light directly threw the bill to the downstream. A 5-20% increase is really outrageous. How expensive must AI be to feed this pig? Rising costs are simply passed on—such straightforward logic. Is the industry chain really that fragile? Priority supply to major clients, small factories have to queue... Who suffers the most from the chip price increase this time? It's obvious without saying.

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LiquidationWatcher

· 01-10 13:42

Another round of price hikes, the chip manufacturers are really incredible. As costs go up, they just pass it on to customers. --- ASEO's approach is also brilliant. Serving major AI clients first, sidelining small players. --- 5 to 20%? That range is a bit outrageous. Starting in 2026, retail investors will be bleeding again. --- Basically, it's a matter of insufficient capacity. Those with more money get priority. This business logic is no problem. --- Rising electricity costs, increasing precious metals prices—ultimately, consumers bear the brunt, cycle repeats. --- What's interesting is that no one can stop these price increases. As long as AI remains hot, continuous bleeding is inevitable. --- Wait, does this mean that the cost pressure in the chip industry chain has really reached a ceiling? --- Prioritizing supply to high-margin clients—that's just the nature of capitalism. Nothing new.

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GasGoblin

· 01-10 13:37

Another round of price hikes, huh? The AI hype has spoiled the chip manufacturers. Anyway, the reason for the rising costs sounds like passing the buck; in the end, we’re the ones paying the bill. Big AI clients get the meat, small clients get the broth. When will this game ever end?

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