The new round of price hikes by the chip giant has officially taken effect, with Huicheng Vacuum hitting the 20cm limit-up.

If you’re trading stocks, just look at the Gold Kirin analyst reports—authoritative, professional, timely, and comprehensive—helping you uncover potential theme opportunities!

（Source: 财闻）

In the afternoon of April 1, semiconductor equipment stocks continued to rise. 汇成真空 (301392.SZ) hit the 20% daily limit. Previously, 柏诚股份 (601133.SH) also hit the daily limit. 波长光电 (301421.SZ), 埃科光电 (688610.SH), 福光股份 (688010.SH), 强一股份 (688809.SH), 茂莱光学 (688502.SH), and others also followed suit.

On March 31 local time, NVIDIA (NVDA.US) announced that it would invest $2 billion in U.S. semiconductor company Marvell Technology (MRVL.US), bringing it into NVIDIA’s AI ecosystem. In addition, the two sides will also collaborate on silicon photonics technology to help customers build AI compute infrastructure. Driven by this news, Marvell Technology’s stock price surged 12.8% on Tuesday, while NVIDIA led U.S. large-cap tech stocks with a gain of nearly 5.6%.

In addition, the latest round of semiconductor price hikes, long in the making across the global semiconductor industry, has officially taken effect. Chip giants such as Texas Instruments, NXP, and Infineon have raised prices on some products starting April 1. For example, some Texas Instruments products saw price increases as high as 85%, while Infineon’s mainstream products are expected to rise by 5%-15%. This is not a simple cyclical fluctuation, but a structural shift jointly driven by an explosion in AI compute demand and rising costs of upstream raw materials.

According to the latest data from the National Bureau of Statistics, in January to February 2026, profits in the semiconductor discrete device manufacturing industry surged 130.5% year over year, becoming an important engine for growth in industrial profits. At the same time, international semiconductor giants have tightened supply-chain management for key raw materials such as helium, further highlighting the strategic value of upstream equipment and materials.

China Merchants Securities stated that this round of price hikes is not merely cyclical; it could be a structural shift driven by both the explosive growth of the AI industry and rising upstream raw-material costs. China International Securities believes that in the future, China’s leading wafer fabs are expected to continue expanding capacity, with advanced process lines being built and accelerated, which could provide huge market space for China’s semiconductor equipment and materials sectors.

Haitong Securities emphasized that driven by AI demand, the semiconductor industry’s scale is expected to reach nearly $1 trillion earlier by four years, and that storage price and volume rising together is the main driver of growth beyond expectations. Interest in advanced packaging has increased significantly, and companies involved in OSAT and downstream equipment are expected to see revaluation.

A massive amount of information and precise analysis—available on the Sina Finance APP