Foundries Raise Prices Amid Demand Surge, SMIC and TSMC Among Affected
DATA AND AI INFRASTRUCTURE
Foundries, including SMIC and TSMC's Vanguard International Semiconductor, are implementing price increases of around 10% due to a surge in demand for power-management chips driven by AI infrastructure investments. SMIC's hikes primarily impact its 8-inch BCD process platform, while TSMC plans to reduce its 8-inch capacity and raise prices for sub-5nm nodes starting January 2026. Analysts predict that HV-CMOS will be the next target for price increases as demand for BCD continues to grow.
Dec 25, 2025, 2:41 PM
