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 Sep 16, 2026 vs Sep 9, 2026 (7 days of history) ·
HBM market share2
View dataset →| Metric | Change | Move |
|---|---|---|
| SK Hynix HBM bit share | 60% → 56% | ▼ -4pp |
| Samsung HBM bit share | 25% → 21% | ▼ -4pp |
GPU cloud rental pricing5
View dataset →| Metric | Change | Move |
|---|---|---|
| LAMBDA H100 SXM5 on-demand $/GPU-hr | $2.59/GPU-hr → $3.35/GPU-hr | ▲ +29.3% |
| LAMBDA B200 on-demand $/GPU-hr | $6.94/GPU-hr → $5.39/GPU-hr | ▼ -22.3% |
| RUNPOD H100 SXM5 spot $/GPU-hr | $1.63/GPU-hr → $1.99/GPU-hr | ▲ +22.1% |
| 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 → $4.59/GPU-hr | ▲ +6.5% |
Gross margins1
| Metric | Change | Move |
|---|---|---|
| MAINSTREAM CPU gross margin | 46.7% → 50% | ▲ +3.3pp |
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 →SK Hynix Breaks Ground on Indiana HBM Fab: $4B US Domestic Capacity Confirmed
CapEx commitment: ~$4B USD; production ramp targeted 2029; near-term (2026–2028) HBM supply capacity unchanged.
SK Hynix Breaks Ground on $4B+ Indiana HBM4E Packaging Facility; HBM Shortage Forecast Through 2030
Capacity: +U.S. HBM4E packaging base online Q3 2029 (net-new domestic capacity); CapEx committed: >$4B; Supply gap: HBM shortage characterized as persisting through end-2030 per SK Hynix CEO public statement.
Nvidia Flags 'Extreme' Memory Costs Compressing Margins; Supply Meets Only 70% of Demand — HBM Shortage Structural, Not Transient
Gross margin pressure: Nvidia guiding below current ~75% GM due to memory cost overage; supply gap: ~30% of current customer demand unmet; FY2028 revenue upside capped by HBM supply constraint (analyst Stacy Rasgon, Bernstein, quantifies constrained vs. unconstrained delta as implying >$200B in suppressed revenue potential).
HBM4/4e Supply Squeeze Drives 50%+ Price Surge Threat; Nvidia Passes 15%+ Cost Hike Downstream
HBM price impact: +50%+ potential increase in 2027 (TrendForce via Polinews); AI server system pricing: +15%+ (Nvidia, multiple sources); AMD CoWoS demand: +308% YoY to 530,000 wafers in 2026 (Morgan Stanley); Global HBM TAM: ~$35B (2025) → ~$100B (2028), ~40% CAGR (Micron, Hot Chips 2026)
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.