On the afternoon of July 9th, shares of SMIC, a frontrunner in the wafer foundry sector, experienced a remarkable surge of over 10%, propelling them to an all-time high. This surge propelled the total market capitalization of its A-shares and H-shares combined to exceed 850 billion yuan. Prior to this, Hua Hong Semiconductor, another prominent player in the wafer foundry industry, also witnessed its share price soar by more than 10% within the same day, marking yet another historical peak. According to reports, TSMC is planning to further increase its quotes for 3-nanometer processes in the latter half of the year, with price hikes reaching up to 15%. Moreover, there are indications that TSMC may implement additional price increases of 5% to 10% in the coming year. Meanwhile, UMC has announced its intention to selectively raise prices in the second half of 2026 and will engage in more in-depth discussions with customers regarding comprehensive price adjustments in 2027.