A leaker has published what they claim to be a notification from Infineon to its customers about upcoming price hikes on various power management chips. If the letter is legitimate, then the new prices will be applied starting April 1, which will eventually have a ripple effect across the whole electronics supply chain as power ICs are used by all electronic devices.
@QQ_Timmy on Thursday published what they claim to be an Infineon letter to clients notifying them of shortages and price increases on several power switches and ICs. The letter — which is signed by chief marketing officer Andreas Urschitz — claims that the company needs to expand its production capacity in advance to meet demand from the AI sector and other customers. As a result, the company has to adjust the prices of its power switches and ICs starting April 1, 2026.
