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Digitimes reported on September 6 that news from the IC agent, system side and power component supply chain came out that the Japanese IDM giant Rohm Semiconductor (Rohm) will officially increase its prices from October 1, 2022. Another international automotive chip maker, NXP, also reported an increase in the price of automotive chips.

It is understood that ROHM sent a letter to customers on September 1. The letter was signed by the chairman of ROHM Shanghai subsidiary and pointed out that due to the continuous increase in the cost structure of raw materials, in order to cope with the company’s follow-up investment plans, production capacity deployment, and continuous increase in Demand, Roma decided to increase the price of new and old products. The price change will be for new orders after October 1st and orders in existing shipments, with an increase of 10%, and even some individual product lines have different quotation increases.

Power semiconductor industry insiders admitted that there is also a structural shortage of automotive chips, and power semiconductors and MCUs are still relatively tight. It is understood that the delivery time of automotive IGBTs from major IDM manufacturers is still more than 50 weeks, and the supply chain is still widely rumored. 2023 Automotive chips, including power semiconductors, may continue the rally.

The report also pointed out that there is also recent news in the market that STMicroelectronics, Texas Instruments and Infineon are planning to increase the prices of industrial and automotive components in the fourth quarter. Consumer components won't rise in price, but industrial components will rise by 10%, and automobiles will rise by 20%.