中芯国际：确认涨价

Group 1 - The core viewpoint of the article is that the semiconductor wafer foundry industry is about to enter a new round of price increases, primarily driven by demand for BCD process technology [1][2] - SMIC has notified downstream customers of a price increase of approximately 10%, particularly affecting the 8-inch BCD process platform [1] - Other foundries, such as World Advanced (VIS), are also expected to follow suit with similar price increases, indicating a broader trend in the industry [1][2] Group 2 - The price increase is attributed to several industry factors, including a surge in AI infrastructure investment, which requires a significant number of power chips, thus consuming much of the BCD capacity [3] - TSMC's reduction of 8-inch capacity in favor of high-end processes has created a supply gap, further contributing to the price hikes [3] - The high prices of metals like gold and copper are also impacting foundry pricing [3] Group 3 - The article mentions that high-voltage CMOS (HV-CMOS) is expected to be the next target for price increases as demand for BCD is currently high [3] - Domestic foundries such as SMIC, Huahong Semiconductor, and others are focusing on improving average selling prices and expanding BCD capacity, which is one of their more profitable technology platforms [4] - Companies like Chipone Integrated Circuits are experiencing supply shortages in high-end applications, while also maintaining stable prices and potential for price increases in their products [4]