Understanding the Market | Chip stocks rise across the board, reports indicate that Taiwan Semiconductor's advanced process foundry will raise prices across the board, with global wafer foundry revenue expected to increase by more than 20% this year
Chip stocks rose across the board. As of the time of writing, Hua Hong Grace rose 14.01% to HKD 189.6; SMIC rose 7.13% to HKD 83.4; ASMPT rose 2.93% to HKD 200.4. On the news front, according to the Science and Technology Innovation Board Daily, technology analyst Tim Culpan pointed out that Taiwan Semiconductor has gradually notified customers of price increases for wafer foundry services. The price increase not only covers the rumored 3nm process but also extends to all advanced processes of 7nm and below, with an overall increase of about 5% to 10%, affecting approximately 75% of wafer revenue sources. In addition, Taiwan Semiconductor stated regarding media reports of a "significant reduction in 28nm production" that its mature process strategy remains unchanged. Notably, TrendForce expects global wafer foundry revenue to grow by 24.8% year-on-year to USD 21.88 billion in 2026, with demand for AI processors and supporting ICs remaining the core driver. Caitong Securities believes that in the context of a global semiconductor industry upturn, overseas AI capacity crowding out, mature process orders returning, and domestic wafer factory capacity expansion, the wafer foundry segment is expected to continue benefiting
According to Zhitong Finance APP, chip stocks are rising across the board. As of the time of writing, Hua Hong Grace (01347) is up 14.01%, trading at HKD 189.6; SMIC (00981) is up 7.13%, trading at HKD 83.4; ASMPT (00522) is up 2.93%, trading at HKD 200.4.
On the news front, according to the Science and Technology Innovation Board Daily, technology analyst Tim Culpan pointed out that Taiwan Semiconductor has been notifying customers of price increases for wafer foundry services. The price increase not only covers the rumored 3nm process but also extends to all advanced processes of 7nm and below, with an overall increase of about 5% to 10%, affecting approximately 75% of wafer revenue sources. In addition, regarding media reports of a "significant reduction in 28nm production," Taiwan Semiconductor stated that its strategy for mature processes remains unchanged.
It is worth noting that TrendForce expects global wafer foundry revenue to grow by 24.8% year-on-year to USD 218.8 billion by 2026, with demand for AI processors and supporting ICs remaining the core driver. Caitong Securities believes that against the backdrop of an upturn in the global semiconductor industry, overseas AI capacity crowding out, mature process orders returning, and domestic wafer factory capacity expansion, the wafer foundry segment is expected to continue benefiting
