The reporter learned from various sources that SMIC has already implemented price increases for some production capacity, an increase of about 10%. Some companies reported that it is expected that the price increase will be implemented soon. However, since the previous price of storage products was too low, fabs have already taken the lead in implementing price increases on them. “As demand for mobile applications and AI continues to grow, demand for packages is driving overall demand for semiconductor products.” As for the reason for SMIC's price increase, some semiconductor industry insiders explained that the increase in raw material prices was also a factor. Furthermore, TSMC confirmed the integration of 8-inch production capacity and plans to shut down some production lines at the end of 2027, which may also trigger expectations of price increases in fabs. In fact, due to strong demand, the capacity utilization rates of SMIC and Huahong have continued to grow, and are close to or above full load.

The reporter learned from various sources that SMIC has already implemented price increases for some production capacity, an increase of about 10%. Some companies reported that it is expected that the price increase will be implemented soon. However, since the previous price of storage products was too low, fabs have already taken the lead in implementing price increases on them. “As demand for mobile applications and AI continues to grow, demand for packages is driving overall demand for semiconductor products.” As for the reason for SMIC's price increase, some semiconductor industry insiders explained that the increase in raw material prices was also a factor. Furthermore, TSMC confirmed the integration of 8-inch production capacity and plans to shut down some production lines at the end of 2027, which may also trigger expectations of price increases in fabs. In fact, due to strong demand, the capacity utilization rates of SMIC and Huahong have continued to grow, and are close to or above full load.