For the first time in over three years, the semiconductor silicon wafer market is seeing broad‑based price increases covering 12‑inch, 8‑inch, and 6‑inch substrates, according to Taiwan’s Economic Daily News.

The drivers: AI‑fueled demand for advanced logic and memory chips is tightening 12‑inch supply, while server interconnect, power components, and mature‑node ICs are ramping up consumption of 6‑ and 8‑inch wafers as fab utilization rebounds.

Latest contract negotiations show:

• 12‑inch polished wafers on semi‑annual pricing have already seen double‑digit hikes.

• 8‑inch wafers are being negotiated at 10%+ for 2027 deliveries.

• 6‑inch wafers are expected to rise by around 10% as well.

ICgoodFind Takeaway:
All‑size wafer hikes signal a clear supply‑demand reversal at the raw‑material level. The cost increase will likely cascade downstream to chip manufacturing – something buyers should factor into 2027 plans.