{"id":12790,"date":"2026-07-03T15:45:07","date_gmt":"2026-07-03T07:45:07","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=12790"},"modified":"2026-07-03T15:49:14","modified_gmt":"2026-07-03T07:49:14","slug":"global-semiconductor-second-round-price-hike-kicks-off-july-2026-power-analog-chips-rise-10-25-lxbchip-pre-stocked-spot-components-avoid-extra-cost-burden","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/vi\/global-semiconductor-second-round-price-hike-kicks-off-july-2026-power-analog-chips-rise-10-25-lxbchip-pre-stocked-spot-components-avoid-extra-cost-burden\/","title":{"rendered":"\u0110\u1ee3t t\u0103ng gi\u00e1 th\u1ee9 hai tr\u00ean th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn to\u00e0n c\u1ea7u s\u1ebd b\u1eaft \u0111\u1ea7u v\u00e0o th\u00e1ng 7 n\u0103m 2026, gi\u00e1 chip ngu\u1ed3n v\u00e0 chip t\u01b0\u01a1ng t\u1ef1 t\u0103ng t\u1eeb 10% \u0111\u1ebfn 25%; LXBCHIP d\u1ef1 tr\u1eef tr\u01b0\u1edbc c\u00e1c linh ki\u1ec7n giao ngay \u0111\u1ec3 tr\u00e1nh g\u00e1nh n\u1eb7ng chi ph\u00ed ph\u00e1t sinh"},"content":{"rendered":"
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Gi\u1edbi thi\u1ec7u<\/p>\n

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K\u1ec3 t\u1eeb ng\u00e0y 1 th\u00e1ng 7 n\u0103m 2026, g\u1ea7n 20 nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn to\u00e0n c\u1ea7u \u0111\u00e3 ch\u00ednh th\u1ee9c tri\u1ec3n khai \u0111\u1ee3t t\u0103ng gi\u00e1 th\u1ee9 hai trong n\u0103m nay, bao g\u1ed3m c\u00e1c \u201cg\u00e3 kh\u1ed5ng l\u1ed3\u201d qu\u1ed1c t\u1ebf nh\u01b0 Infineon, TI, ST, NXP, ADI v\u00e0 c\u00e1c doanh nghi\u1ec7p h\u00e0ng \u0111\u1ea7u trong l\u0129nh v\u1ef1c b\u00e1n d\u1eabn c\u00f4ng su\u1ea5t trong n\u01b0\u1edbc nh\u01b0 StarSem, Yangjie Technology v\u00e0 Silan Microelectronics. Do chi ph\u00ed s\u1ea3n xu\u1ea5t wafer, \u0111\u00f3ng g\u00f3i, wafer silicon v\u00e0 kh\u00ed \u0111\u1eb7c bi\u1ec7t t\u0103ng v\u1ecdt, c\u1ed9ng v\u1edbi vi\u1ec7c c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t b\u1ecb chi\u1ebfm d\u1ee5ng l\u00e2u d\u00e0i do nhu c\u1ea7u v\u1ec1 m\u00e1y ch\u1ee7 AI v\u00e0 xe n\u0103ng l\u01b0\u1ee3ng m\u1edbi, c\u00e1c d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t wafer 8 inch \u0111\u00e3 \u0111\u1ea1t c\u00f4ng su\u1ea5t t\u1ed1i \u0111a, d\u1eabn \u0111\u1ebfn th\u1eddi gian giao h\u00e0ng c\u1ee7a c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n, MCU \u00f4 t\u00f4 v\u00e0 IC chu\u1ed7i t\u00edn hi\u1ec7u c\u00f4ng nghi\u1ec7p li\u00ean t\u1ee5c b\u1ecb k\u00e9o d\u00e0i. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t cu\u1ed1i c\u00f9ng ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c k\u00e9p t\u1eeb vi\u1ec7c gi\u00e1 c\u1ea3 t\u0103ng v\u1ecdt v\u00e0 chu k\u1ef3 giao h\u00e0ng c\u1ef1c k\u1ef3 d\u00e0i, trong khi LXBCHIP \u0111\u00e3 kh\u00f3a m\u1ed9t l\u01b0\u1ee3ng l\u1edbn h\u00e0ng t\u1ed3n kho giao ngay g\u1ed1c tr\u01b0\u1edbc th\u1eddi \u0111i\u1ec3m \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 \u0111\u1ec3 cung c\u1ea5p ngu\u1ed3n linh ki\u1ec7n \u1ed5n \u0111\u1ecbnh v\u00e0 hi\u1ec7u qu\u1ea3 v\u1ec1 chi ph\u00ed cho c\u00e1c kh\u00e1ch h\u00e0ng to\u00e0n c\u1ea7u.<\/p>\n<\/div>\n

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  1. Th\u00f4ng tin chi ti\u1ebft v\u1ec1 ph\u1ea1m vi t\u0103ng gi\u00e1 v\u00e0 nh\u1eefng thay \u0111\u1ed5i v\u1ec1 th\u1eddi gian giao h\u00e0ng t\u1eeb nh\u00e0 m\u00e1y<\/li>\n
  2. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi \u0111i\u1ec1u ch\u1ec9nh quy \u0111\u1ecbnh<\/li>\n<\/ol>\n<\/div>\n
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      \n
    • Infineon: Gi\u00e1 IC ngu\u1ed3n \u0111i\u1ec7n \u00e1p cao cho m\u00e1y ch\u1ee7 AI, IGBT v\u00e0 MOSFET SiC d\u00e0nh cho \u00f4 t\u00f4 t\u0103ng t\u1eeb 10% l\u00ean 20%; th\u1eddi gian giao h\u00e0ng c\u1ee7a c\u00e1c linh ki\u1ec7n ngu\u1ed3n \u0111i\u1ec7n ch\u1ee7 \u0111\u1ea1o cho \u00f4 t\u00f4 \u0111\u01b0\u1ee3c k\u00e9o d\u00e0i l\u00ean 32 tu\u1ea7n<\/li>\n
    • Texas Instruments: L\u1ea7n \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 th\u1ee9 t\u01b0 trong 12 th\u00e1ng qua; gi\u00e1 c\u00e1c s\u1ea3n ph\u1ea9m b\u1ed9 khu\u1ebfch \u0111\u1ea1i ho\u1ea1t \u0111\u1ed9ng c\u00f4ng nghi\u1ec7p, PMIC cho m\u00e1y ch\u1ee7 v\u00e0 DSP \u00f4 t\u00f4 t\u0103ng t\u1eeb 15% l\u00ean 25%; n\u1ebfu nhu c\u1ea7u ti\u1ebfp t\u1ee5c m\u1ea1nh m\u1ebd trong qu\u00fd 3, c\u00f3 th\u1ec3 s\u1ebd c\u00f3 \u0111\u1ee3t t\u0103ng gi\u00e1 l\u1ea7n th\u1ee9 ba<\/li>\n
    • NXP & STMicroelectronics: C\u00e1c s\u1ea3n ph\u1ea9m vi \u0111i\u1ec1u khi\u1ec3n (MCU) d\u00e0nh cho \u00f4 t\u00f4, b\u1ed9 thu ph\u00e1t CAN v\u00e0 chip l\u01b0u tr\u1eef cho l\u00e1i xe th\u00f4ng minh t\u0103ng t\u1eeb 10% l\u00ean 18%; chu k\u1ef3 \u0111\u1eb7t h\u00e0ng chip \u00f4 t\u00f4 ch\u1ee7 \u0111\u1ea1o l\u00ean t\u1edbi 6 th\u00e1ng<\/li>\n<\/ul>\n<\/div>\n
      \n
        \n
      1. Ph\u1ea1m vi \u0111i\u1ec1u ch\u1ec9nh c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn trong n\u01b0\u1edbc\n
        <\/div>\n

        StarSem, Yangjie, UNT v\u00e0 c\u00e1c nh\u00e0 m\u00e1y kh\u00e1c \u0111\u00e3 t\u0103ng gi\u00e1 IGBT, MOSFET v\u00e0 chip t\u01b0\u01a1ng t\u1ef1 t\u1eeb 15% \u0111\u1ebfn 25% k\u1ec3 t\u1eeb qu\u00fd 3 n\u0103m 2026, ch\u1ee7 y\u1ebfu do chi ph\u00ed nguy\u00ean li\u1ec7u th\u01b0\u1ee3ng ngu\u1ed3n t\u0103ng cao ngo\u00e0i t\u1ea7m ki\u1ec3m so\u00e1t v\u00e0 kh\u00f4ng th\u1ec3 b\u00f9 \u0111\u1eafp b\u1eb1ng ngu\u1ed3n l\u1ef1c n\u1ed9i b\u1ed9.<\/p>\n

        <\/div>\n

        Nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng cho th\u1ea5y s\u1ef1 ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t: c\u00e1c lo\u1ea1i chip d\u00f9ng cho tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng v\u00e0 \u00f4 t\u00f4 n\u0103ng l\u01b0\u1ee3ng m\u1edbi \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi t\u00ecnh tr\u1ea1ng khan hi\u1ebfm nghi\u00eam tr\u1ecdng v\u00e0 m\u1ee9c t\u0103ng gi\u00e1 cao nh\u1ea5t; trong khi \u0111\u00f3, c\u00e1c linh ki\u1ec7n \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng th\u00f4ng th\u01b0\u1eddng v\u1eabn duy tr\u00ec ngu\u1ed3n cung \u1ed5n \u0111\u1ecbnh v\u1edbi bi\u1ebfn \u0111\u1ed9ng gi\u00e1 \u1edf m\u1ee9c h\u1ea1n ch\u1ebf.<\/li>\n

      2. C\u00e1c nguy\u00ean nh\u00e2n c\u1ed1t l\u00f5i d\u1eabn \u0111\u1ebfn \u0111\u1ee3t t\u0103ng gi\u00e1 tr\u00ean to\u00e0n ng\u00e0nh l\u1ea7n n\u00e0y<\/li>\n<\/ol>\n<\/div>\n
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          \n
        • Gi\u00e1 nguy\u00ean li\u1ec7u th\u00f4 t\u0103ng v\u1ecdt: Gi\u00e1 \u0111\u1ed3ng, v\u00e0ng, gali v\u00e0 c\u00e1c lo\u1ea1i kh\u00ed \u0111\u1eb7c bi\u1ec7t d\u00f9ng trong ng\u00e0nh \u0111i\u1ec7n t\u1eed li\u00ean t\u1ee5c t\u0103ng, \u0111\u1ea9y chi ph\u00ed s\u1ea3n xu\u1ea5t bao b\u00ec v\u00e0 t\u1ea5m wafer t\u0103ng t\u1eeb 10% \u0111\u1ebfn 15% so v\u1edbi th\u00e1ng tr\u01b0\u1edbc<\/li>\n
        • Vi\u1ec7c \u0111i\u1ec1u ch\u1ec9nh c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t wafer: T\u1ea5t c\u1ea3 c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t chip 8 inch \u0111\u00e3 \u0111i v\u00e0o giai \u0111o\u1ea1n \u1ed5n \u0111\u1ecbnh \u0111\u1ec1u \u01b0u ti\u00ean s\u1ea3n xu\u1ea5t c\u00e1c lo\u1ea1i b\u00e1n d\u1eabn c\u00f4ng su\u1ea5t cho tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) v\u00e0 \u00f4 t\u00f4, d\u1eabn \u0111\u1ebfn vi\u1ec7c c\u00e1c chip chu\u1ed7i t\u00edn hi\u1ec7u \u0111i\u1ec1u khi\u1ec3n c\u00f4ng nghi\u1ec7p kh\u00f4ng \u0111\u01b0\u1ee3c ph\u00e2n b\u1ed5 \u0111\u1ee7 c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t<\/li>\n
        • Chi ph\u00ed \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn t\u0103ng: ASE \u0111\u00e3 t\u0103ng ph\u00ed \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn CoWoS v\u00e0 FoCoS l\u00ean h\u01a1n 20%, t\u1eeb \u0111\u00f3 ti\u1ebfp t\u1ee5c g\u00e2y \u00e1p l\u1ef1c chi ph\u00ed l\u00ean c\u00e1c chip th\u00e0nh ph\u1ea9m \u1edf kh\u00e2u h\u1ea1 ngu\u1ed3n<\/li>\n<\/ul>\n<\/div>\n
          \n
            \n
          1. Nh\u1eefng l\u1ee3i th\u1ebf c\u1ee7a vi\u1ec7c mua h\u00e0ng t\u1eeb kho s\u1eb5n c\u00f3 c\u1ee7a LXBCHIP trong b\u1ed1i c\u1ea3nh gi\u00e1 c\u1ea3 t\u0103ng cao\n
            <\/div>\n

            \u0110\u1ec3 gi\u00fap kh\u00e1ch h\u00e0ng tr\u00e1nh ph\u1ea3i ch\u1ecbu m\u1ee9c gi\u00e1 t\u0103ng \u0111\u1ed1i v\u1edbi \u0111\u01a1n h\u00e0ng m\u1edbi t\u1eeb nh\u00e0 m\u00e1y c\u0169ng nh\u01b0 th\u1eddi gian ch\u1edd \u0111\u1ee3i k\u00e9o d\u00e0i, LXBCHIP d\u1ef1 tr\u1eef m\u1ed9t l\u01b0\u1ee3ng l\u1edbn h\u00e0ng nguy\u00ean b\u1ea3n \u0111\u00f3ng g\u00f3i k\u00edn, bao g\u1ed3m \u0111\u1ea7y \u0111\u1ee7 c\u00e1c d\u00f2ng chip c\u00f4ng su\u1ea5t v\u00e0 chip t\u01b0\u01a1ng t\u1ef1 c\u1ee7a TI, NXP, ADI, Infineon v\u00e0 ON Semiconductor:<\/li>\n<\/ol>\n<\/div>\n

            \n
              \n
            • Gi\u00e1 c\u1ed1 \u0111\u1ecbnh \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ed1t tr\u01b0\u1edbc: T\u1ea5t c\u1ea3 h\u00e0ng t\u1ed3n kho giao ngay \u0111\u01b0\u1ee3c mua tr\u01b0\u1edbc th\u00e1ng 7 s\u1ebd gi\u1eef nguy\u00ean m\u1ee9c gi\u00e1 ban \u0111\u1ea7u m\u00e0 kh\u00f4ng c\u00f3 \u0111i\u1ec1u ch\u1ec9nh ph\u00ed b\u1ea3o hi\u1ec3m b\u1ed5 sung sau n\u00e0y<\/li>\n
            • Danh m\u1ee5c s\u1ea3n ph\u1ea9m \u0111\u1ea7y \u0111\u1ee7: MCU \u00f4 t\u00f4, thi\u1ebft b\u1ecb c\u00f4ng su\u1ea5t SiC, b\u1ed9 khu\u1ebfch \u0111\u1ea1i c\u00e1ch ly c\u00f4ng nghi\u1ec7p, DSP t\u1ed1c \u0111\u1ed9 cao v\u00e0 FPGA \u0111\u1ec1u c\u00f3 \u0111\u1ee7 h\u00e0ng t\u1ed3n kho<\/li>\n
            • Giao h\u00e0ng to\u00e0n c\u1ea7u linh ho\u1ea1t: Giao h\u00e0ng trong ng\u00e0y \u0111\u1ed1i v\u1edbi c\u00e1c \u0111\u01a1n h\u00e0ng m\u1eabu nh\u1ecf, giao h\u00e0ng theo l\u00f4 ri\u00eang l\u1ebb cho s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t, d\u1ecbch v\u1ee5 \u0111\u1ed1i chi\u1ebfu danh m\u1ee5c v\u1eadt li\u1ec7u (BOM) tr\u1ecdn g\u00f3i t\u1ea1i m\u1ed9t \u0111i\u1ec3m duy nh\u1ea5t\n
              <\/div>\n

              K\u1ebft lu\u1eadn<\/p>\n

              \u0110\u1ee3t t\u0103ng gi\u00e1 b\u00e1n d\u1eabn l\u1ea7n th\u1ee9 hai s\u1ebd k\u00e9o d\u00e0i su\u1ed1t qu\u00fd 3 n\u0103m 2026, v\u00e0 t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung chip \u0111i\u1ec7n t\u1eed v\u00e0 chip \u00f4 t\u00f4 s\u1ebd kh\u00f4ng th\u1ec3 \u0111\u01b0\u1ee3c gi\u1ea3i quy\u1ebft trong ng\u1eafn h\u1ea1n. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t c\u00f4ng nghi\u1ec7p v\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 (OEM) n\u00ean ph\u00e2n b\u1ed5 ng\u00e2n s\u00e1ch mua s\u1eafm t\u1eeb s\u1edbm v\u00e0 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n h\u00e0ng ngay l\u1eadp t\u1ee9c th\u00f4ng qua c\u00e1c nh\u00e0 ph\u00e2n ph\u1ed1i \u0111\u00e1ng tin c\u1eady. H\u00e3y li\u00ean h\u1ec7 v\u1edbi \u0111\u1ed9i ng\u0169 b\u00e1n h\u00e0ng c\u1ee7a LXBCHIP \u0111\u1ec3 nh\u1eadn danh s\u00e1ch h\u00e0ng t\u1ed3n kho theo th\u1eddi gian th\u1ef1c v\u00e0 b\u00e1o gi\u00e1 s\u1ed1 l\u01b0\u1ee3ng l\u1edbn c\u1ea1nh tranh.<\/p>\n

              <\/div>\n<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"

              Introduction Starting July 1, 2026, nearly 20 global semiconductor manufacturers have officially launched the second round of price increases within<\/p>","protected":false},"author":1,"featured_media":12791,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12790","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/12790","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/comments?post=12790"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/12790\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media\/12791"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media?parent=12790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/categories?post=12790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/tags?post=12790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}