Mindray Electronics: Wafer foundry Guangxin Microelectronics raised prices by 10%-20% in June; Jingrui Electronics raised prices by approximately 15% in July.
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Lianyong Microelectronics: Orders for 8-inch heavily doped epitaxial wafers are booming; 12-inch 28nm logic chip silicon wafers have been supplied in batches.
According to Mars Finance, Lianyong Microelectronics (605358.SH) released an investor relations activity record announcement, stating that the company's overall shipment volume remains high, with strong order demand. Among them, orders for 8-inch heavily doped epitaxial wafers are robust. The company's monthly production capacity of 6-inch substrates and polished wafers reaches 750,000 pieces, the vast majority of which are further processed into 6-inch epitaxial wafers for shipment. All substrates required for epitaxial wafer production are supplied by the company itself, achieving complete self-sufficiency and control. In the advanced process field, the Jiaxing base is positioned to supply 12-inch lightly doped polished wafers for 28nm and below advanced processes, and is also developing lightly doped epitaxial wafers, primarily supplying analog and logic chip customers. Currently, it has achieved mass production supply of silicon wafers for 28nm logic chips. (Cailian Press)
HSBC raises target prices for Infineon and STMicroelectronics: Analog chip market recovery and AI demand drive accelerated profit recovery.
According to Mars Finance, HSBC stated in its latest research report that the upward cycle in the analog chip industry is strengthening, with several manufacturers recently initiating or planning a new round of price increases, indicating a stronger-than-expected recovery in demand. The combination of increased sales and price hikes will accelerate the reduction of costs related to underutilization of capacity, driving a recovery in the profit margins and earnings of Infineon and STMicroelectronics. HSBC maintains its "buy" rating on both companies, raising its target price for Infineon from €68 to €107 and its target price for STMicroelectronics from €53 to €84. (Cailian Press)
Institutions: Exacerbated capacity constraints and production cuts by major manufacturers in AI component manufacturing; price increases from mature wafer foundry processes expected to extend to 2027.
According to a recent survey by TrendForce, as demand for AI Servers, General Purpose Servers, and Edge AI peripherals continues to rise, foundry capacity allocation is clearly shifting towards AI-related products, accelerating changes in the supply and demand structure of mature processes. Eight-inch wafer fabrication is benefiting from increased orders for AI-related power ICs and production cuts by TSMC and Samsung Electronics, resulting in a strong increase in capacity utilization and foundry prices. Twelve-inch mature processes are expected to see a medium- to long-term order transfer effect due to TSMC's production cuts; coupled with strong orders for 55nm and above Power ICs, leading to reduced production of High Voltage (HV) processes by Taiwanese foundries and orders flowing to the supply chain of mainland Chinese manufacturers, as well as factors such as increased competition from emerging AI applications and raw material inflation, the market is experiencing price increases for twelve-inch mature process foundries, with the upward trend expected to extend into 2027. (Cailian Press)
Guangli Microelectronics: Possesses silicon photonics chip design tools and PDK development service capabilities
Mars Finance reported on July 2nd that Guangli Microelectronics stated on its interactive platform that it completed the acquisition of LUCEDA NV, a global leader in silicon photonics design automation, in 2025. The company now possesses capabilities in silicon photonics chip design tools and PDK development services. Looking ahead, the company will focus on silicon photonics chip system simulation, wafer-level silicon photonics testing equipment, and related yield improvement solutions, aiming to deepen its support for system-level yield improvement. (Science and Technology Treasure Broadcast)
Gekko Microelectronics, which has seen two consecutive days of limit-up trading: The company's 200-megapixel product development is progressing smoothly and preliminary cooperation intentions have been reached with some customers, but no products have yet been shipped to customers.
Mars Finance reports that Gekko Microelectronics (688728.SH) issued an announcement regarding abnormal stock trading fluctuations and trading risks. Recently, the company's ultra-high pixel product introduction to major clients and its Lingang 12-inch wafer fab have attracted significant attention. Internal verification confirms that the company's 200-megapixel product development is progressing smoothly, and preliminary cooperation intentions have been reached with some clients, but no product shipments have yet occurred. For many years, the company has focused on the CIS and display driver chip field, and the Lingang fab currently mainly produces the company's high-end CIS products. The company will continue to focus on its core business of process development and product research and development. Information disseminated by relevant market institutions does not represent the company's actual operating progress and does not constitute a business commitment. The realization of the above projects will be affected by various factors such as the policy environment, market demand, and the company's own operating conditions, and there is a risk that they may not be achieved. (Cailian Press)
Rapidus plans to start at 3 million yen per 2nm wafer foundry.
According to Mars Finance, Rapidus has revealed its pricing target for 2nm wafer foundry services is 3 million to 3.5 million yen per wafer. CEO Atsuyoshi Koike stated that the company cannot afford to lose to TSMC in terms of wafer foundry pricing strategy. (Cailian Press)