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Eris Technology to raise power semiconductor prices amid full capacity utilization
Tuesday, February 24, 2026 at 01:58 AM
Eris Technology is reporting full factory utilization and plans to increase prices by 5% to 10% as the AI industry drives demand for power semiconductors. Chairman Jonathan Chang noted that industry inventory levels have normalized following a three-year downturn, while some customers are shifting orders away from Chinese facilities to improve supply chain security.
Context
Eris Technology is signaling a definitive turnaround in the power semiconductor market, announcing plans to hike prices by 5% to 10% as its production facilities reach full capacity utilization. Chairman Jonathan Chang confirmed that sector-wide inventories have stabilized at healthy levels, effectively ending a punishing three-year downturn. This recovery is largely fueled by the surging demand for high-efficiency power components in AI data centers, with the firm shifting focus toward specialized 800V chips and AI-specific power modules to meet infrastructure requirements.
The price adjustments reflect a broader tightening in the global supply chain as major players like STMicroelectronics, onsemi, Diodes Incorporated, Vishay, and Magnachip Semiconductor benefit from rising 8-inch foundry utilization, which is projected to hit 85% to 90% by 2026. Beyond the AI boom, the market is being reshaped by a strategic migration of orders away from China toward more secure regions. For investors, these moves by Eris Technology and peers like TA-I Technology suggest a transition from a defensive inventory-clearing phase to a high-growth cycle driven by data center expansion and supply chain security.
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