Subject


Semiconductors


2026-05-28

[News] UMC Reportedly to Raise Prices Selectively in 2H26, with Broader and Potentially Larger Increases in 2027

As market chatter points to a potential up to 15% price hike for TSMC’s 3nm node, Taiwan’s second-largest foundry UMC has also signaled plans for price increases in the second half of the year and beyond. According to Liberty Times and MoneyDJ, citing CFO Chitung Liu at UMC’s shareholder meeti...

2026-05-27

[News] Infineon Announces Second 2026 Price Hike Effective July 1 Amid Rising Supply Chain Costs, Strong Demand

Infineon has announced another price increase. According to TechNews, the company informed customers and partners on the 26th that it will adjust prices for certain products starting July 1, citing rising costs across the global semiconductor supply chain. This marks Infineon’s second round of ...

2026-05-27

[Insights] Memory Spot Price Update: DDR5 Spot Price Gains Narrow Amid Sluggish Trading; DDR4 Rebounds

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot price gains narrowed amid sluggish trading, while DDR4 2Gx8-3200 and 1Gx8-3200 prices rebounded after earlier declines. In the NAND flash segment, spot prices are expected to remain under pressure in the n...

2026-05-27

[News] TSMC Reportedly Eyes Up to 15% 3nm Price Hike in 2H26, Further 5%–10% Seen in 2027 Amid AI, ASIC Demand

AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to raise 3nm pricing again in the second half of 2026, with increases of up to 15%, followed by a potential additional 5%–10% hike in 2027. As the report notes, ...

2026-05-27

[News] Inside Micron’s $1 Trillion Market Cap Leap: A Global Fab Expansion Overview Across the U.S. and Asia

Amid the AI-driven memory boom, Micron has emerged as one of the standout winners, with its stock briefly topping a $1 trillion market valuation on Tuesday before closing at a record high—marking its 28th all-time peak this year, as highlighted by Reuters and Yahoo! Finance. While Wccftech repo...

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