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Most Read – Optical transceivers, Price hikes, OCX scrapped

What happened

UMC has notified customers of proposed price increases in H2, following TSMC's announcement of multi-year hikes. TSMC expects 3-10% price increases for its advanced nodes (3nm, 4nm, 5nm). Bullish: Direct price pressure on foundry services, likely to cascade to downstream chip costs.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

Foundry Services
price-hikefoundryadvanced-nodes

Source and time

Source: Electronics Weekly · 4/24/2026 · View original source

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