Chip stocks continue to rise in recent days. As of press time, Semiconductor Manufacturing International Corporation (00981) rose 4.98% to HKD 19.8; Shanghai Fudan (01385) rose 4.39% to HKD 13.78; Hua Hong Semi (01347) rose 4.29% to HKD 25.55.
According to the news from the WiseNews App, chip stocks continue to rise recently. As of press time, Semiconductor Manufacturing International Corporation (00981) rose 4.98% to HKD 19.8; Shanghai Fudan (01385) rose 4.39% to HKD 13.78; Hua Hong Semi (01347) rose 4.29% to HKD 25.55.
According to media reports, as production capacity is unable to meet demand, Taiwan Semiconductor may increase prices for its 3nm, 5nm advanced processes and advanced packaging. Of which, the price increase for Taiwan Semiconductor's 3nm foundry services may be over 5%, and the annual price increase for advanced packaging in the following year may be between 10%-20%.
It is reported that the utilization rate of major wafer fabs has significantly increased, and many manufacturers have reached full production, or even over 100% utilization rate. In the industry’s view, the continuous increase in the operating rate of wafer fabs and some foundries operating at full capacity will bring elasticity to rising prices in the future. Morgan Stanley recently stated that the utilization rate of Hua Hong Semi’s wafer fab has exceeded 100%, and it is expected to raise wafer prices by 10% in the second half of this year.