What Changed — Semiconductor Data Movements
Recent movements in semiconductor wafer pricing, AI accelerator manufacturing cost, foundry gross margins, foundry capacity, and NRE/mask-set cost, derived daily from an append-only data ledger. Each movement shows direction, magnitude, the two dates compared, and a confidence tier. Public sources only — no proprietary or insider data.
What Changed in Semiconductor Data
Recent movements across wafer pricing, AI accelerator cost, foundry margins, capacity, and NRE — tracked daily from our public-data ledger, every figure with provenance.
Comparing Oct 13, 2026 vs Oct 6, 2026 (7 days of history) ·
Memory spot pricing1
View dataset →| Metric | Change | Move |
|---|---|---|
| DDR5 16GB SPOT spot $/unit (consensus low) | $56.93/chip → $37.50/chip | ▼ -34.1% |
Curated market prints1
View dataset →| Metric | Change | Move |
|---|---|---|
| HBM Price per GB by Generation — HBM3E | $16.4/GB → $1.55/GB | ▼ -90.5% |
GPU cloud rental pricing1
View dataset →| Metric | Change | Move |
|---|---|---|
| LAMBDA H100 SXM5 on-demand $/GPU-hr | $4.29/GPU-hr → $3.44/GPU-hr | ▼ -19.8% |
Fab capacity & utilization2
View dataset →| Metric | Change | Move |
|---|---|---|
| TSMC N3 node ramp | 150 kwspm → 165 kwspm | ▲ +10% |
| TSMC CoWoS CoWoS capacity | 170 kwspm → 155 kwspm | ▼ -8.8% |
Gross margins3
| Metric | Change | Move |
|---|---|---|
| GPU AI gross margin | 63.55% → 75% | ▲ +11.5pp |
| MAINSTREAM CPU gross margin | 56% → 47.2% | ▼ -8.8pp |
| MOBILE SOC gross margin | 53.05% → 54.23% | ▲ +1.2pp |
Restatements — model & method changes, not market moves
| Series | Value | Step |
|---|---|---|
| HBM Market Share by Vendor — Samsung (quarterly) | 17 → 33 pct | (16pp) |
| HBM Market Share by Vendor — SK Hynix (quarterly) | 62 → 50 pct | (12pp) |
| HBM Market Share by Vendor — SK Hynix | 53 → 63.2 pct | (10.2pp) |
| HBM Market Share by Vendor — Samsung | 28 → 19.3 pct | (8.7pp) |
| HBM Market Share by Vendor — Micron (quarterly) | 21 → 18 pct | (3pp) |
| HBM Market Share by Vendor — Micron | 19 → 17.4 pct | (1.6pp) |
Download the full historical ledger (Pro)
Every figure here is a dated, append-only series. Get the complete history as CSV/JSONL for backtesting and models — join the list and we'll reach out.
Market intelligence behind the moves
All market intelligence →GlobalFoundries Lands $2B TSMC Deal to Add First U.S. CoWoS Interposer Source
Capacity: ~$2B multi-year interposer supply agreement (five-year initial term), volume production from H1 2028; CoWoS capacity reported sold out through 2026; ~$400M/year, ~6% of GF 2025 revenue ($6.79B)
Samsung HBM4 2027 Pricing Set to More Than Double
Samsung HBM blended ASP: +>100% YoY in 2027 (KB Securities); reported HBM4 asking price mid-to-high $4 per gigabit for 2027 vs ~$1.50 per gigabit for HBM3E (asking prices, not confirmed contracts); TrendForce: industry HBM blended ASP +121% YoY in 2027; HBM4 to be ~80% of Samsung HBM revenue in 2027 vs ~40% in 2026
TrendForce: 2027 HBM Blended ASP to Jump 121% as HBM4/HBM4E Mix Shifts
HBM blended ASP: +121% in 2027 vs 2026 (TrendForce, Sept 29 report); HBM share of DRAM wafer capacity: ~20% → approaching 30%; HBM4 share of Samsung HBM revenue: ~40% (2026) → ~80% (2027, KB Securities est.)
TrendForce Lifts 2027 HBM ASP Forecast to +121%; HBM4 Stack Seen Doubling to ~$1,300
HBM blended ASP: +121% YoY in 2027; 12-Hi 36GB HBM4 stack: ~$600 → ~$1,300 (+~117%); HBM share of industry DRAM wafer capacity: ~20% → ~30% by 2027
Recent corrections
Full changelog →Methodology
Every day we freeze the canonical semiconductor cost/pricing data into an append-only ledger. This page compares the most recent snapshot against the closest one ~7 days earlier and surfaces the metrics that moved past a per-dataset significance threshold (filtering out rounding noise).
Each movement shows direction, magnitude (percent for value metrics, percentage-points for rate metrics), the two dates compared, and a confidence tier. The trend column sketches each metric's full ledger history (up to ~90 days). The history is young — the ledger began 2026-06-06, and some domains are tracked from later dates — so a 30-day window automatically clamps to the data available and labels the real lookback, and per-row trends can start on different dates. Underlying values are synthesized from public sources only.
Programmatic access: /api/v1/changes and the get_recent_changes MCP tool. For data provenance and terms, see Terms & Data Provenance.
See current wafer pricing →
300mm wafer prices by node and foundry, with per-row provenance and price ranges.