The AI data center shift to High-Voltage Direct Current (HVDC) is causing chip foundry prices for legacy 8-inch wafer production to increase, with Taiwan’s Vanguard (VIS) hiking 4%-8% for some chips, amid strong demand for High-Voltage power components, media report, and a 2nd hike is possible. 1/2 $United Microelectronics(UMC.US) $SMICY #HuaHong #Semicondutors #HVDC
Source: Dan Nystedt
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