Taiwan's Silicon Wafer Prices Surge 10%, Marking End of Three-Year Drought

Taiwan's top silicon wafer manufacturers confirmed a 10% price increase across all wafer sizes, signaling an end to a three-year pricing slump. The hike is driven by surging AI infrastructure demand, as AI servers require significantly more wafers than standard servers. This increase sets a new baseline cost for the semiconductor supply chain, influencing chipmakers and device manufacturers alike.