Shanghai Securities News: It has been confirmed through multiple channels that SMIC has implemented price increases on some of its production capacity, with an increase of about 10%. "Due to the sustained growth in demand for mobile applications and AI, the demand for chips has increased, thereby driving the overall growth in semiconductor product demand."

In addition, TSMC confirmed the consolidation of 8-inch capacity and plans to shut down some production lines by the end of 2027, which may also trigger expectations of price increases at wafer fabs. Due to strong demand, the capacity utilization rates of SMIC and Hua Hong companies continue to rise and are nearing or exceeding full capacity.