Dan Nystedt(@dnystedt):Silicon wafer prices are set to rise 10%, the first major price hike for this key semiconductor material in over 3-years, media report, adding the hikes cover all sizes, 6-inch, 8-inch, 12-inch. End market demand has finally soaked up supply as the AI trend continues to draw in materials. Prices of specific products will continue to vary, but the overall impact on company revenues is expected to be average pricing up 10%. #SUMCO #ShinEtsu #GlobalWafers #WaferWorks #semiconductors

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Joined June 2009

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Dan Nystedt@dnystedt

2026.08.23 22:50

Silicon wafer prices are set to rise 10%, the first major price hike for this key semiconductor material in over 3-years, media report, adding the hikes cover all sizes, 6-inch, 8-inch, 12-inch. End market demand has finally soaked up supply as the AI trend continues to draw in materials. Prices of specific products will continue to vary, but the overall impact on company revenues is expected to be average pricing up 10%. #SUMCO# #ShinEtsu# #GlobalWafers# #WaferWorks# #semiconductors#