Zhi Tong Cai Jing·2025-12-24 01:32Core Viewpoint - SMIC (00981) has increased its prices for certain production capacities by approximately 10%, driven by rising demand in mobile applications and AI, as well as raw material cost increases [1][1][1] Company Summary - SMIC's stock opened over 2% higher, currently trading at HKD 70.35 with a transaction volume of HKD 50.4761 million [1] - The price increase is expected to be implemented soon, following previous price hikes in storage products due to low pricing [1] - The company's capacity utilization rates are continuously increasing and are nearing or exceeding full capacity [1] Industry Summary - The overall semiconductor product demand is growing, fueled by increased demand for chips in mobile applications and AI [1] - TSMC's confirmation of consolidating 8-inch capacity and plans to shut down certain production lines by the end of 2027 may also contribute to price increase expectations among wafer foundries [1] - The semiconductor industry is experiencing a robust demand environment, leading to increased capacity utilization across companies like SMIC and Huahong [1]