Chip stocks continued to rise recently. As of publication, Semiconductor Manufacturing International Corporation (00981) rose 3.54% to HKD 18.72; Hua Hong Semiconductor (01347) rose 3.62% to HKD 24.35; Contel (01912) rose 3.61% to HKD 0.086; and Shanghai Fudan (01385) rose 1.63% to HKD 13.72.
According to the news from the Zhitong Finance and Economics App, chip stocks continued to rise recently. As of publication, Semiconductor Manufacturing International Corporation (00981) rose 3.54% to HKD 18.72; Hua Hong Semiconductor (01347) rose 3.62% to HKD 24.35; Contel (01912) rose 3.61% to HKD 0.086; and Shanghai Fudan (01385) rose 1.63% to HKD 13.72.
According to media reports, Taiwan Semiconductor Manufacturing Company (TSMC) may launch new price negotiations in the second half of this year, mainly for 5nm, 3nm, and future 2nm processes. It is expected that the decision to increase prices will take effect in 2025 at the earliest. There are also reports that TSMC's 3nm foundry quotes may increase by more than 5%, and advanced packaging may increase by 10%-20% next year.
In addition, some semiconductor industry practitioners have indicated that the production capacity of chip factories such as Semiconductor Manufacturing International Corporation and Hua Hong have been fully loaded for several months, and there is no longer any intention to negotiate price cuts. Morgan Stanley recently stated that the utilization rate of Hua Hong's chip factory has exceeded 100%, and it is expected that chip prices may be raised by 10% in the second half of this year. According to institutional tracking, the adjustment of wafer foundry prices has been transmitted to power semiconductor manufacturers. Since this year, power semiconductor manufacturers have experienced a wave of price increases.