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 Sep 13, 2026 (35 days of history) ·

Public sources only — no proprietary or insider data

Window:7 days 30 days

Memory spot pricing2

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Metric	Change	Move	Confidence	Trend
DDR5 16GB SPOT spot $/unit	$45.78/chip → $56.93/chip	▲ +24.4%
DDR5 16GB SPOT spot $/unit (consensus high)	$54.07/chip → $58.12/chip	▲ +7.5%

Wafer pricing1

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Metric	Change	Move	Confidence	Trend
TSMC N5 wafer price (avg)	$18,500 → $20,000	▲ +8.1%

GPU secondary market2

Metric	Change	Move	Confidence	Trend
V100 32GB used price (low)	$645 → $400	▼ -38%
V100 32GB used price (high)	$810 → $900	▲ +11.1%

GPU cloud rental pricing6

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Metric	Change	Move
AWS H100 SXM5 on-demand $/GPU-hr	$12.29/GPU-hr → $6.04/GPU-hr	▼ -50.9%
LAMBDA H100 SXM5 on-demand $/GPU-hr	$2.59/GPU-hr → $3.44/GPU-hr	▲ +32.8%
RUNPOD H100 SXM5 spot $/GPU-hr	$1.63/GPU-hr → $1.35/GPU-hr	▼ -17.2%
RUNPOD H100 SXM5 on-demand $/GPU-hr	$3.25/GPU-hr → $2.69/GPU-hr	▼ -17.2%
RUNPOD H200 on-demand $/GPU-hr	$4.31/GPU-hr → $3.59/GPU-hr	▼ -16.7%
COREWEAVE B200 spot $/GPU-hr	$4.36/GPU-hr → $4.26/GPU-hr	▼ -2.3%

LLM API pricing7

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Metric	Change	Move
GOOGLE GEMINI 3 5 FLASH input $/Mtok (consensus low)	$0.75/Mtok → $1.50/Mtok	▲ +100%
GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok (consensus low)	$0.75/Mtok → $1.35/Mtok	▲ +80%
GOOGLE GEMINI 3 5 FLASH output $/Mtok	$6.38/Mtok → $9.00/Mtok	▲ +41.2%
GOOGLE GEMINI 3 5 FLASH input $/Mtok	$1.13/Mtok → $1.50/Mtok	▲ +33.3%
GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok (consensus high)	$2.00/Mtok → $1.35/Mtok	▼ -32.5%
GOOGLE GEMINI 3 1 PRO PREVIEW output $/Mtok	$7.88/Mtok → $6.75/Mtok	▼ -14.3%
GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok	$1.38/Mtok → $1.35/Mtok	▼ -1.8%

Fab capacity & utilization1

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Metric	Change	Move	Confidence	Trend
TSMC N3 node ramp	170 kwspm → 165 kwspm	▼ -2.9%		—

Foundry capacity2

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Metric	Change	Move	Confidence	Trend
TSMC 28 annual wafer starts	1,560,000 wafers_per_year → 1,440,000 wafers_per_year	▼ -7.7%
TSMC N3 annual wafer starts	2,160,000 wafers_per_year → 2,040,000 wafers_per_year	▼ -5.6%

Foundry IR economics17

Metric	Change	Move
TSMC N16 20 2026Q2 wafer ASP (low)	$5,500 → $5,000	▼ -9.1%
TSMC MATURE 2026Q2 wafer ASP (low)	$2,750 → $2,500	▼ -9.1%
TSMC N16 20 2026Q2 wafer ASP (blended)	$6,000 → $5,500	▼ -8.3%
TSMC N7 2026Q2 wafer ASP (high)	$12,000 → $11,000	▼ -8.3%
TSMC N7 2026Q2 wafer ASP (low)	$9,750 → $9,000	▼ -7.7%
TSMC N16 20 2026Q2 wafer ASP (high)	$6,500 → $6,000	▼ -7.7%
TSMC ALL 2026Q2 wafer ASP (blended)	$10,000 → $9,250	▼ -7.5%
TSMC N5 2026Q2 wafer ASP (low)	$17,250 → $16,000	▼ -7.2%
TSMC MATURE 2026Q2 wafer ASP (blended)	$3,500 → $3,250	▼ -7.1%
TSMC N7 2026Q2 wafer ASP (blended)	$10,750 → $10,000	▼ -7%
TSMC ALL 2026Q2 fab utilization	90.5% → 97.4%	▲ +6.9pp
TSMC N5 2026Q2 wafer ASP (high)	$21,750 → $20,250	▼ -6.9%
TSMC N3 2026Q2 wafer ASP (blended)	$21,750 → $20,250	▼ -6.9%
TSMC N5 2026Q2 wafer ASP (blended)	$19,500 → $18,250	▼ -6.4%
TSMC N3 2026Q2 wafer ASP (low)	$19,500 → $18,250	▼ -6.4%
TSMC N3 2026Q2 wafer ASP (high)	$23,750 → $22,250	▼ -6.3%
TSMC MATURE 2026Q2 wafer ASP (high)	$4,250 → $4,000	▼ -5.9%

Gross margins3

Metric	Change	Move
IOT EDGE gross margin	45% → 53.5%	▲ +8.5pp
MOBILE SOC gross margin	53.05% → 54.23%	▲ +1.2pp
MAINSTREAM CPU gross margin	46.7% → 47.2%	▲ +0.5pp

Electricity pricing (DC regions)5

Metric	Change	Move
ARIZONA industrial ¢/kWh	7.5¢/kWh → 9.3¢/kWh	▲ +24%
US AVERAGE industrial ¢/kWh	8.7¢/kWh → 9.8¢/kWh	▲ +12.2%
VIRGINIA industrial ¢/kWh	9.3¢/kWh → 10.1¢/kWh	▲ +8.2%
TEXAS industrial ¢/kWh	6.6¢/kWh → 7.1¢/kWh	▲ +7.4%
OREGON industrial ¢/kWh	8.6¢/kWh → 8.9¢/kWh	▲ +4.3%

Restatements — model & method changes, not market moves

Series	Value	Step	Why it changed
DDR4 8GB SPOT spot $/unit (consensus low)	11.53 → 42.5 usd_per_chip	(268.6%)	RestatedPublished 27.015 for as_of 2026-08-10 — the midpoint of a consensus band whose floor (11.53) was a single low outlier. Three subsequent reads of the same source for the same date returned 42.29 from a 42.08-42.5 band (2 independent sources, strong agreement, high confidence). The 30% delta cap was anchored to the erroneous value and blocked the correction for four weeks, and the proposal that carried the corrected reading was closed unreviewed in a backlog triage, so the value was restated by owner ruling on 2026-09-13 from that proposal's evidence. Not a market movement: the 2026-08-10 spot mark did not change, our reading of it did.
DDR4 8GB SPOT spot $/unit	27.015 → 42.7 usd_per_chip	(58.1%)	RestatedPublished 27.015 for as_of 2026-08-10 — the midpoint of a consensus band whose floor (11.53) was a single low outlier. Three subsequent reads of the same source for the same date returned 42.29 from a 42.08-42.5 band (2 independent sources, strong agreement, high confidence). The 30% delta cap was anchored to the erroneous value and blocked the correction for four weeks, and the proposal that carried the corrected reading was closed unreviewed in a backlog triage, so the value was restated by owner ruling on 2026-09-13 from that proposal's evidence. Not a market movement: the 2026-08-10 spot mark did not change, our reading of it did.

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Market intelligence behind the moves

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HighPackagingOct 11, 2026

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)

CriticalMemoryOct 7, 2026

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

HighMemoryOct 6, 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.)

CriticalMemoryOct 1, 2026

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 →

/tools/cluster-tco:cost-per-tflop-month · bf16_tflops_basispage_copycommunity-sourced correction2026-10-14

BF16 TFLOPS per GPU: B200 4,500; GB200 4,500; MI350X 5,000 (sparse); H100 / H200 989; MI300X 1,307 (dense). At the defaults (1,024 GPUs, 3 years, colo): B200 $0.47, GB200 $0.42, MI350X $0.28 per TFLOP-month → Dense BF16 for every GPU: B200 2,250; GB200 2,500; MI350X 2,300; H100 / H200 989; MI300X 1,307. At the same defaults: B200 $0.95, GB200 $0.75, MI350X $0.61 per TFLOP-month; H100, H200 and MI300X unchangedaffected 2026-04-08 → 2026-10-14

samsung|amd mi355x|hbm3e| · matrix_rowhbm_qualification_feedcommunity-sourced correction2026-10-13

volume_shipping @ 2025-06-01 (kedglobal.com) → retractedaffected 2026-10-13

samsung|nvidia|hbm3e| · statushbm_qualification_eventssuperseded by a later event2026-10-13

qualified @ 2026-06-01 → withdrawnaffected 2026-08-01 → 2026-10-13

micron|nvidia vera rubin|hbm4| · statushbm_qualification_eventssuperseded by a later event2026-10-13

qualified @ 2026-06-01 → withdrawn (duplicate)affected 2026-06-22 → 2026-10-13

sk hynix|nvidia gb300|hbm3e|12-hi · statushbm_qualification_eventssuperseded by a later event2026-10-13

qualified @ 2025-03-01 → volume_shipping @ 2025-05-01affected 2026-06-10 → 2026-10-13

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 ~30 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.

What Changed — Semiconductor Data Movements

Memory spot pricing2

Wafer pricing1

GPU secondary market2

GPU cloud rental pricing6

LLM API pricing7

Fab capacity & utilization1

Foundry capacity2

Foundry IR economics17

Gross margins3

Electricity pricing (DC regions)5

Restatements — model & method changes, not market moves

Download the full historical ledger (Pro)

Market intelligence behind the moves

GlobalFoundries Lands $2B TSMC Deal to Add First U.S. CoWoS Interposer Source

Samsung HBM4 2027 Pricing Set to More Than Double

TrendForce: 2027 HBM Blended ASP to Jump 121% as HBM4/HBM4E Mix Shifts

TrendForce Lifts 2027 HBM ASP Forecast to +121%; HBM4 Stack Seen Doubling to ~$1,300

Recent corrections

Get alerted when this data moves

Methodology