On July 21, the wafer foundry industry experienced a broad-based surge, with all five component stocks surging by over 5%, and three of them even reaching the daily limit. This market movement signifies a rebound in resonance following previous periods of low-level consolidation. At the heart of this trend lies the implementation of price hikes across the entire industry, a key driver behind the current sector-wide upswing. Going forward, it is advisable to closely monitor trading volumes and mid-year report figures for further confirmation and insights.
