Liyuan Semiconductor: Q4 storage foundry prices are expected to rise, with visibility extending to the first half of 2026

The general manager of Powerchip Semiconductor Manufacturing Corporation, Zhu Xianguo, stated that driven by AI, there is a strong demand for high-end memory, and the prices for memory foundry services are expected to rise in the fourth quarter, with visibility extending to the first half of next year. The capacity utilization rate for logic chip foundries is estimated to remain flat compared to the third quarter in the fourth quarter. The strong demand for high-end memory products such as HBM driven by AI has led wafer fabs to shift their capacity towards HBM and other high-end products, squeezing the capacity of niche DRAM and driving prices up