<p>The general manager of Powerchip Semiconductor Manufacturing Corporation, Zhu Xianguo, stated that driven by AI, there is a strong demand for high-end memory, and the prices for memory foundry services are expected to rise in the fourth quarter, with visibility extending to the first half of next year. The capacity utilization rate for logic chip foundries is estimated to remain flat compared to the third quarter in the fourth quarter. The strong demand for high-end memory products such as HBM driven by AI has led wafer fabs to shift their capacity towards HBM and other high-end products, squeezing the capacity of niche DRAM and driving prices up</p>

<p>The general manager of Powerchip Semiconductor Manufacturing Corporation, Zhu Xianguo, stated that driven by AI, there is a strong demand for high-end memory, and the foundry prices for memory are expected to rise in the fourth quarter, with visibility extending to the first half of next year. The capacity utilization rate for logic chip foundries is estimated to remain flat compared to the third quarter in the fourth quarter. The strong demand for high-end memory products such as HBM driven by AI has led wafer fabs to shift their capacity towards HBM and other high-end products, squeezing the capacity of niche DRAM and driving prices upward</p>

力积电：Q4 存储代工价格有望上涨 能见度可达 2026 上半年

力积电：Q4 存储代工价格有望上涨能见度可达 2026 上半年