Taiwan power chipmakers see firmer prices through 2027

台灣電源晶片廠商看漲至2027年價格走勢

TAIPEI (Taiwan News) — Taiwan’s power semiconductor manufacturers are expected to benefit from stronger AI demand and improving prices from the fourth quarter through 2027, CTEE reported Tuesday.

Domestic power semiconductor companies reportedly plan to raise prices for some non-contract products by around 10-15% beginning next month. The companies include Panjit International Inc., Taiwan Semiconductor Co., Eris Technology Corp., and Niko Semiconductor Co.

Analysts expect rising power consumption by AI systems to drive higher sales volumes, firmer prices, and demand for more advanced products. Actual price adjustments are expected to vary by product, customer, and contract terms.

Power semiconductors control and convert electricity within power systems. Price increases by major international suppliers are also supporting the market. Industry leader Onsemi announced that it would adjust prices beginning in October, while Renesas Electronics plans to follow early next year, according to MoneyDJ.

Meanwhile, the reallocation of 8-inch wafer capacity and growing AI server demand for power-management chips and protection devices are tightening supply for mature-node products.

AI servers are also driving demand for metal-oxide-semiconductor field-effect transistors (MOSFETs), which regulate electricity flow and help manage power in electronic systems, according to Pocket Securities.

Panjit has already reported stronger AI-related demand. AI applications accounted for around 11% of the company’s revenue in the first half of the year, while shipments of power MOSFETs and small-signal products are expected to increase in the second half. New customer projects are also expected to begin contributing to revenue in the fourth quarter.

Eris Technology expects demand for power-protection devices to grow as AI servers and edge AI systems move toward 800V power architectures. The company said the shift would increase demand for components that protect systems from voltage spikes and other electrical disturbances.

Eris currently offers products for 800V direct-current applications and is developing products for 1,000V and 1,200V systems. The company also said its automotive MOSFET packaging and testing orders were fully booked for 2026 and 2027.