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SMIC Just Repriced Its Busiest Capacity. Re-Forecast the Whole BOM, Not the GPU Line
The foundry says AI demand let it raise prices on its most sought-after capacity while running at 93.7% utilization. Average wafer selling price rose 5.7% in the quarter.
Publishers:dev.to
Reality
- Evidence34
- Adoption58
- Hype gap+18
- Incentives55
- Confidence38