--- title: "Liyuan Semiconductor: Q4 storage foundry prices are expected to rise, with visibility extending to the first half of 2026" description: "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 foundry prices for memory are exp" type: "news" locale: "en" url: "https://longbridge.com/en/news/262171768.md" published_at: "2025-10-22T06:46:00.000Z" --- # 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 foundry prices for memory 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 upward 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 ### Related Stocks - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | HudBay Minerals (NYSE:HBM) Issues Quarterly Earnings Results | HudBay Minerals (NYSE: HBM) reported quarterly earnings of $0.22 per share, missing analysts' expectations of $0.30. The | [Link](https://longbridge.com/en/news/276467675.md) | | Micron Technology Faces Valuation Test After AI-Driven Surge | Micron Technology's stock has surged to $420.95, driven by strong demand for AI memory chips, rising 5.3% in the last se | [Link](https://longbridge.com/en/news/276370097.md) | | Infosys Unveils AI First Value Framework | Infosys Ltd :INFOSYS - INFOSYS UNVEILS AI FIRST VALUE FRAMEWORK | [Link](https://longbridge.com/en/news/276131501.md) | | Why Smart Money Buys When AI Stocks Pull Back | Why Smart Money Buys When AI Stocks Pull Back | [Link](https://longbridge.com/en/news/276517144.md) | | SanDisk Stock (SNDK): Who Is TipRanks' All-Star Analyst on This AI Infrastructure Play? | Analyst Vijay Rakesh of Mizuho Securities has been named TipRanks' All-Star Analyst, ranking #15 among over 12,000 analy | [Link](https://longbridge.com/en/news/276195612.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.