Global Power Semiconductor Industry Sees Frantic Capacity Expansion Driven by AI and New Energy Demand

The global power semiconductor industry is experiencing significant capacity expansion, driven by explosive demand from AI hardware and new energy sectors. Major players like Infineon, TI, and STMicroelectronics faced capacity overload in the first half of 2026, leading to price hikes. In China, Xinxian Integration announced a 20 billion yuan investment to build a 12-inch mixed-signal chip production line with a monthly capacity of 50,000 wafers, highlighting a strategic shift towards faster domestic participation in customer definition and cost reduction.