NuAxiSemiconductor trade intelligence
[News] China’s No.3 Foundry Nexchip to Hike Prices 10% from June, Following SMIC, Hua Hong
What happened
Nexchip announced a 10% increase in foundry fees effective June 1, 2026, citing cost pressures and capacity tightness. This follows similar hikes by SMIC and Hua Hong, with Vanguard also signaling 4-8% increases, as AI-driven demand strains 8-inch supply. Bullish: Multiple foundries are implementing direct price increases, signaling sustained upward pressure on mature-node wafer costs.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
8-inch Wafer12-inch WaferMature-Node LogicPower Management IC
price-hikecapacity-tightnessmature-nodefoundry
Source and time
Source: TrendForce · 3/12/2026 · View original source
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