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VIS may lift 8-inch wafer prices from April amid AI-driven demand

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February 10, 2026

February 10, 2026 /SemiMedia/ — Vanguard International Semiconductor is preparing to raise prices on selected mature-node products from April, with increases of up to 15%, as its 8-inch fabs remain fully booked, according to industry sources.

The surge in AI servers and high-performance computing systems is driving higher power consumption, boosting demand for power management ICs, driver ICs and power devices. Most of these chips are still produced on 8-inch mature processes, keeping utilization rates at Vanguard near capacity.

Rising material costs and higher spending on capacity expansion are also adding pressure on foundries, prompting negotiations with customers over pricing adjustments.

Vanguard has previously signaled improving demand, saying AI-related investment remains strong while inventories in commercial, industrial and automotive markets are returning to healthier levels. The company also noted that advanced-node production continues to take up manufacturing resources, leading to tighter supply on mature processes.

Market watchers said any price increase would help lift Vanguard’s margins and strengthen its pricing position in the global 8-inch wafer foundry market.

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