HK Stock Market Move | The leading wafer foundry companies are on the rise, with Hua Hong Semiconductor (01347) surging over 8%. It is reported that TSMC will increase prices by 15% for its 3-nanometer chips in the second half of the year.

Wafer foundry giants HUA HONG SEMI (01347) and Semiconductor Manufacturing International Corporation (00981) both saw gains in the early trading session, with HUA HONG SEMI up 8.07% to 164.7 Hong Kong dollars and Semiconductor Manufacturing International Corporation up 4.69% to 89.2 Hong Kong dollars as of the time of writing. On the news front, on May 27th, it was reported by the media that TSMC plans to raise prices for its 3-nanometer process in the second half of the year, with the highest increase reaching 15%. It may further increase by 5% to 10% next year. This is another key signal following the tight supply and demand situation for advanced processes in this round. Previously, Huawei officially announced that its new Kirin chip in the fall of 2026 will adopt logic folding technology, achieving commercialization on a large scale. CITIC SEC pointed out that the turning point in the semiconductor industry cycle has emerged, driven by domestic substitution and AI innovation, the industry's prosperity is expected to continue to rise, and it is recommended to pay attention to leading companies in equipment, materials, design, and other specific areas.