The semiconductor industry is witnessing a bottom-up price surge, with silicon wafers—the cornerstone of chip manufacturing—experiencing their first comprehensive price hike in three years. Recent media reports have highlighted that the silicon wafer market has seen its first industry-wide price increase (spanning 6-inch, 8-inch, and 12-inch wafers) in three years. In May of this year, leading overseas silicon wafer producers initiated their second round of price hikes for the year, primarily targeting 12-inch and high-end specialty silicon wafers. Prices for wafers manufactured using advanced processes have remained steady, while those for products produced through mature processes have also seen sequential price increases. In response to shifts in the supply-demand dynamics, some domestic silicon wafer manufacturers adjusted their prices in June. Mid-year reports from several key companies confirm that the silicon wafer industry has re-entered a price hike cycle, with a positive outlook for the continuation of this upward trend. However, due to long-term agreements with fixed prices from the previous period, there is a disparity between spot market price increases and the prices stipulated in long-term agreement orders. There is a time lag before the impact of these price hikes is fully reflected in performance, with some manufacturers anticipating that the benefits will gradually materialize in the second half of the year.