HK-listed chip stocks opened higher after reports TSMC will raise wafer prices
from 2027. Biren Technology (06082.HK) rose more than 5%; GigaDevice (03986.HK)
and Innosilicon (02577.HK) gained over 3%; Montage Technology (06809.HK), SMIC
(00981.HK) and Hua Hong Semiconductor (01347.HK) also advanced. Sources say TSMC
plans base price increases of up to 10% for advanced and mature process nodes,
with incremental orders for some AI high-performance‑computing chips potentially
subject to larger uplifts.
