According to the Zhitong Finance APP, chip stocks continue to rise recently. As of press time, HG Semi (06908) has risen by 3.7%, to HKD 0.42; Shanghai Fudan (01385) has risen by 2.89%, to HKD 13.54; SMIC (00981) has risen by 2.5%, to HKD 18.06; and Hua Hong Semi (01347) has risen by 1.94%, to HKD 23.7.

In addition, according to media reports, TSMC plans to raise prices. The price increase for 3nm production could be over 5%, while the annual quotes for advanced packaging next year may also increase by 10%-20%. TSMC's 3nm has obtained full production capacity from seven major clients such as Apple and Nvidia, and demand exceeds supply. Orders are expected to be fulfilled until 2026.

In addition, some semiconductor industry practitioners have stated that the production capacity of wafer factories such as SMIC and Hua Hong has been at full load for several months, and they no longer have the intention to negotiate price reductions. Another insider said that while terminal demand has recovered this year, there have not been major fluctuations overall. However, since March, there has been a large and widespread demand for products driven by AI computing power and rush orders from many large factories, causing the production capacity of head wafer factories to be tight. Morgan Stanley said that Hua Hong's wafer factory utilization rate has exceeded 100%, so wafer prices may be raised by 10% in the second half of the year.