--- title: "Understanding the Market | HUA HONG SEMI rose over 5% in early trading as wafer foundries intensively announced price increases, while Taiwan Semiconductor set the tone for high AI prosperity" type: "News" locale: "en" url: "https://longbridge.com/en/news/283284294.md" description: "HUA HONG SEMI rose over 5% in the morning session, and as of the time of writing, it is up 5.3%, trading at HKD 95.3, with a turnover of HKD 1.08 billion. On the news front, it has been reported that the foundry United Microelectronics has issued a price increase notice to customers, forecasting an adjustment in wafer prices in the second half of 2026. Previously, the major foundry Nexchip had issued a \"wafer foundry service product price adjustment announcement\" to customers on March 12, stating that wafer prices would increase by 10% starting in June. Additionally, TSMC executives announced at an earnings call that the company's capital expenditure is expected to approach the upper range of USD 52 billion to 56 billion in 2026. When asked about the confidence supporting this capital expenditure, TSMC Chairman and CEO C.C. Wei replied, \"The answer is simple: demand is extremely strong, especially for high-performance computing and AI applications. We are accelerating and procuring equipment in advance, but supply remains tight, and demand continues to grow. This is why capital expenditure is pointing towards the upper limit of the range.\"" datetime: "2026-04-20T02:40:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283284294.md) - [en](https://longbridge.com/en/news/283284294.md) - [zh-HK](https://longbridge.com/zh-HK/news/283284294.md) --- # Understanding the Market | HUA HONG SEMI rose over 5% in early trading as wafer foundries intensively announced price increases, while Taiwan Semiconductor set the tone for high AI prosperity According to Zhitong Finance APP, HUA HONG SEMI (01347) rose over 5% in the morning session, and as of the time of writing, it is up 5.3%, trading at HKD 95.3, with a transaction volume of HKD 1.08 billion. In terms of news, it has been reported that the foundry United Microelectronics has issued a price increase notice to customers, announcing that it will adjust wafer prices in the second half of 2026. Previously, the major foundry Nexchip had issued a "wafer foundry service product price adjustment announcement" to customers on March 12, stating that wafer prices would increase by 10% starting in June. In addition, TSMC executives announced at an earnings call that the company's capital expenditure is expected to approach the upper range of USD 52 billion to 56 billion in 2026. When asked about the confidence supporting this capital expenditure, TSMC Chairman and CEO C.C. Wei replied, "The answer is simple: demand is extremely strong, especially for high-performance computing and AI applications. We are accelerating and procuring equipment in advance, but supply remains tight, and demand continues to grow. This is the reason why capital expenditure is pointing to the upper limit of the range." ### Related Stocks - [01347.HK](https://longbridge.com/en/quote/01347.HK.md) - [UMC.US](https://longbridge.com/en/quote/UMC.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [688249.CN](https://longbridge.com/en/quote/688249.CN.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [588170.CN](https://longbridge.com/en/quote/588170.CN.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md) - [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [688347.CN](https://longbridge.com/en/quote/688347.CN.md) ## Related News & Research - [TSMC in charts: 3nm chips drive 25% of wafer revenue in Q1, with advanced nodes (7nm and below) at 74%](https://longbridge.com/en/news/282951178.md) - [TSMC Files Annual Report on Form 20-F for 2025 | TSM Stock News](https://longbridge.com/en/news/282987427.md) - [Is United Micro Stock (UMC) Worth Buying Amid the AI Chip Rally?](https://longbridge.com/en/news/283154545.md) - [PREVIEW-TSMC likely to book fourth straight quarter of record profit on insatiable AI demand](https://longbridge.com/en/news/282478726.md) - [Dupont Capital Management Corp Sells 18,580 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM](https://longbridge.com/en/news/283115884.md)