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

What happened

UMC CFO Liu announced selective wafer price increases of approximately 10% starting in July 2026, driven by rising raw material and expansion costs. This move follows a similar trend from TSMC, which is rumored to raise 3nm pricing by up to 15% in the same period. The price hikes are expected to apply to new orders and processes, signaling a bullish outlook for foundry pricing in the near term.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 5/27/2026 · View original source