Semiconductor Market News (JUN. 29 to JUL. 05)| Microchip MCU Price Hike Makes Nuvoton the Big Winner; Infineon Bets €5 Billion on AI Power…
Semiconductor inflation has spread from memory and foundry to advanced packaging and MCUs, driven by AI-fueled capacity expansion. Yet substrate prices face pressure from memory giants, while end-market tech inflation persists and supply shortages could extend through 2030.