1.STMicroelectronics Delivers China-Made STM32 Chips
STMicroelectronics (ST) announced that the first batch of STM32 wafers fully produced in China by Hua Hong have now been delivered to Chinese customers. ST plans to mass-produce more STM32 series locally in 2026, including MCU series targeting performance, security, and entry-level applications.
Through this cooperation, ST has become the first global semiconductor company in the industry to possess a dual supply chain. The 40nm MCU products fully processed and manufactured in China are identical in design and technology to those manufactured outside China. ST has established a fully localized STM32 supply chain covering all stages from wafer manufacturing to chip packaging and testing.
According to ST's production plan, the mass production of the STM32H5 and STM32C5 series in China will be achieved by the end of 2026.
2.Analog Chip Supplier Novosense Issues Price Increase Notice
Analog chip supplier Novosense issued a notice through official channels on March 23, 2026, officially announcing an appropriate price increase for some products. The primary reason cited is the significant surge in core raw material costs due to global semiconductor market fluctuations.
This price adjustment targets specific products and is not a blanket increase across the entire product line. The specific latest prices and order arrangements will be communicated and confirmed separately by the company's sales team with customers.
Novosense's price hike is not an isolated case. Since 2026, several domestic chip manufacturers have successively announced product price increases, including China Micro Semicon, Goke Microelectronics, Injoinic, Silan Microelectronics, Belling, and NCE Power. This indicates that the semiconductor industry may be undergoing a price adjustment cycle under the pressure of raw material costs.
3.Intel CPU Products Reportedly to Increase by 10%
Reports indicate that Intel has notified major customers of plans to adjust prices for its consumer-grade CPU product lines starting from the end of March 2026, with an expected increase of about 10%. The adjustment for some entry-level and older-generation laptop processors has reportedly exceeded 15%. The price increase covers most of Intel's consumer product lines, including the Core Ultra series and traditional Core processors.
The core driver of this price increase is the explosive growth in AI inference demand. As AI applications shift from training to inference stages, CPU-intensive tasks have become crucial, leading to a surge in demand for enterprise-grade server CPUs. To meet the strong demand for server CPUs from hyperscale cloud service providers, Intel has had to shift production lines towards data center business, thereby squeezing the capacity for consumer-grade CPUs.
4.ADI Officially Opens New Factory in Thailand
Analog chip giant ADI announced on March 20 that its newly built advanced manufacturing factory in Thailand has officially commenced operations. This move will further enhance ADI's advanced manufacturing and testing capabilities while promoting a more resilient and sustainable semiconductor production layout in the Asia-Pacific region.
This expansion is based on ADI's hybrid manufacturing strategy, leveraging a global network composed of internal factories, external foundries, and Outsourced Semiconductor Assembly and Test (OSAT) partners to create solutions that combine resilience and high performance.
5.Texas Instruments Releases New Power Isolation Modules
Texas Instruments (TI) announced the launch of two new isolated power modules, UCC34141-Q1 and UCC33420. These products utilize TI's proprietary IsoShield technology, a multi-chip packaging solution designed to significantly increase power density.
TI's new IsoShield technology combines a high-performance planar transformer with an isolated power stage, providing functional, basic, and reinforced isolation capabilities. Advances in packaging technology have reduced the solution size by 70% while delivering up to 2W of power, offering a compact, high-performance, and reliable design for automotive, industrial, and data center applications requiring reinforced isolation.
6.Germany's Elmos Semiconductor Considers Full Sale
According to the latest news, German automotive semiconductor company Elmos Semiconductor is considering a full sale, with its founder planning to exit the business. The company has a market valuation of approximately 2.3 billion euros, and the transaction is currently in early negotiation stages, with preliminary contacts made with potential buyers including global semiconductor giants.
Germany's Infineon and the US's Qualcomm are seen as the most likely bidders. Both companies hope to expand automotive chip capacity and enrich their product lines through acquisitions to cope with the market demand growth brought by vehicle electrification and intelligence. To optimize its asset structure, Elmos sold its wafer fab in Dortmund to US industrial technology company Littelfuse at the end of 2024, completing its transition to a Fabless model.
7.Puya Semiconductor Plans to Acquire 49% Stake in Noah Changtian
Puya Semiconductor announced that the company plans to acquire a 49% stake in Noah Changtian by issuing shares, convertible corporate bonds, and paying cash, and to raise supporting funds. After the completion of this transaction, Noah Changtian will become a wholly-owned subsidiary of the listed company, with a transaction price of 247 million yuan.
The target company possesses 2D NAND and its derivative storage chip products (SLC NAND, eMMC, MCP) targeting the mid-to-high-end market, widely used in industrial control, home appliances, security, wearables, smart terminals, and other fields. With its outstanding product and engineering capabilities, it has a solid customer base and hundreds of active end customers, possessing strong competitiveness in the global market.
8.ASUS: Q2 Prices to Increase by 25%-30% or More
According to Kuai Technology news, due to soaring prices of components such as memory and SSDs, Liao Yixiang, General Manager of the System Business Division at PC giant ASUS, pointed out in an interview that it is confirmed that ASUS PC prices will increase by 25%-30% or more in the second quarter, and the upward trend will continue in the second half of the year.
Liao Yixiang stated that due to current memory price fluctuations and prices doubling, to avoid impact, besides switching to real-time pricing, they also dare not accept annual contracts or forward orders beyond one quarter. He analyzed that the price increase is not limited to ASUS but applies to all PC brand manufacturers, as all brands are currently facing shortages and price increases for memory, SSDs, and CPUs.
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