Xin Lang Cai Jing·2025-12-23 13:54Group 1 - Core viewpoint: SMIC has implemented a price increase of approximately 10% on certain capacities due to rising demand in the semiconductor market driven by mobile applications and AI [1] - The price increase is expected to be executed soon, following previous price hikes in storage products due to low pricing [1] - Rising raw material costs are also cited as a contributing factor to the price increase [1] Group 2 - TSMC has confirmed the consolidation of its 8-inch capacity and plans to shut down certain production lines by the end of 2027, which may lead to price increase expectations among foundries [2] - Due to strong demand, the capacity utilization rates of SMIC and Huahong are continuously increasing and are nearing or exceeding full capacity [3]