HK Stock Market Move | Chip stocks are all rising According to reports, TSMC's advanced process foundry will raise prices across the board This year, global wafer foundry revenue is expected to increase by more than 20%

Chip stocks are all rising. As of the time of writing, Hua Hong Grace Semiconductor (01347) rose by 14.01% to 189.6 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose by 7.13% to 83.4 Hong Kong dollars; ASMPT (00522) rose by 2.93% to 200.4 Hong Kong dollars. On the news front, according to the Science and Technology Innovation Board Daily, technology analyst Tim Culpan pointed out that TSMC has been gradually notifying customers to increase wafer foundry prices, with price hikes not only covering the rumored 3nm process, but also extending to all advanced processes of 7nm and below. The overall price increase is about 5% to 10%, affecting approximately 75% of wafer revenue sources. In addition, TSMC responded to media reports of a "significant reduction in 28nm production" by stating that the mature process strategy remains unchanged. It is worth noting that TrendForce predicts that global wafer foundry revenue will increase by 24.8% year-on-year to 218.8 billion US dollars in 2026, with AI processors and IC demand still being the core drivers. Caitong believes that against the backdrop of the global semiconductor industry's prosperity, overseas AI capacity constraints, the return of mature process orders, and the expansion of domestic wafer fab capacity, the wafer foundry segment is expected to continue to benefit.