SMIC has already implemented price increases on some of its production capacity, with an increase of about 10%.

Reporters have confirmed from multiple sources that SMIC has already implemented a price increase on some of its production capacity, with the increase being around 10%. Some companies have indicated that they expect the price increase to be implemented soon. However, due to the previously low prices of storage products, wafer factories have already started implementing price increases. "Due to the continuous growth in demand for mobile applications and AI, the demand for wafers has increased, thereby driving the overall demand for semiconductor products." Regarding the reasons for the price increase by SMIC, some experts in the semiconductor industry interpret that the increase in raw materials prices is also a factor. In addition, TSMC has confirmed the integration of 8-inch production capacity and plans to shut down some production lines by the end of 2027, which may also lead to expectations of price increases for wafer factories. In fact, due to strong demand, the capacity utilization rates of SMIC and Hua Hong Semiconductor have continued to grow and are now close to full capacity or even exceeding it.