Raw Material Price Rises Continue to Ferment, the Global Electronic Components Industry Faces Full-Chain Pressure

The global electronic components industry is experiencing significant cost pressure due to soaring prices of core metals like copper, silver, and tin, as well as wafers, since late 2025. This has led to price increases for basic semiconductor components like diodes (15-25%) and thermistors (over 35%), with companies like SMIC and Texas Instruments raising foundry and chip prices. The demand from AI computing power and new energy vehicles is exacerbating the situation, leading to warnings from companies like ASUS about PC price increases.