Xin Lang Cai Jing·2025-12-23 14:04Core Viewpoint - Semiconductor companies, particularly SMIC, have implemented price increases of approximately 10% on certain production capacities due to rising demand driven by mobile applications and AI, alongside raw material cost increases [1] Group 1: Price Increases - SMIC has raised prices on some production capacities by about 10% [1] - Companies expect these price increases to be implemented soon [1] - The price hikes follow previous low prices for storage products, prompting wafer fabs to raise prices first [1] Group 2: Demand Drivers - Continuous growth in demand for mobile applications and AI has led to increased demand for semiconductor products [1] - The demand surge has resulted in rising utilization rates for SMIC and Huahong, nearing or exceeding full capacity [1] Group 3: Industry Context - TSMC has confirmed the consolidation of 8-inch production capacity and plans to shut down certain production lines by the end of 2027, which may also contribute to price increase expectations among wafer fabs [1]