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 20, 2026 vs Oct 13, 2026 (7 days of history) ·
No significant movements in this window (last 7 days). Values are tracked daily; movements appear here when a figure crosses its significance threshold.
Restatements — model & method changes, not market moves
| Series | Value | Step |
|---|---|---|
| HBM Price per GB by Generation — HBM3E | 1.55 → 16.4 usd_per_gb | (958.1%) |
| GOOGLE GEMINI 3 1 PRO PREVIEW output $/Mtok | 6.75 → 12 usd_per_mtok | (77.8%) |
| GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok (consensus high) | 1.35 → 2 usd_per_mtok | (48.1%) |
| GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok | 1.35 → 2 usd_per_mtok | (48.1%) |
| GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok (consensus low) | 1.35 → 2 usd_per_mtok | (48.1%) |
| TSMC N7 defect density (mature) | 0.095 → 0.065 defects_per_cm2 | (31.6%) |
| TSMC N5 defect density (mature) | 0.103 → 0.075 defects_per_cm2 | (26.8%) |
| LAMBDA H100 SXM5 on-demand $/GPU-hr | 3.44 → 4.29 usd_per_gpu_hr | (24.7%) |
| TSMC 28 annual wafer starts | 1,440,000 → 1,740,000 wafers_per_year | (20.8%) |
| UMC 40NM 2026Q2 node revenue share | 33.5 → 15 pct | (18.5pp) |
| AWS H100 SXM5 on-demand $/GPU-hr | 6.035 → 6.88 usd_per_gpu_hr | (14%) |
| UMC 22 28NM 2026Q2 node revenue share | 27.3 → 37 pct | (9.7pp) |
| TSMC N5 wafer price (avg) | 20,000 → 18,500 usd_per_wafer | (7.5%) |
| MAINSTREAM CPU gross margin | 47.2 → 53.77 pct | (6.6pp) |
| TSMC N3 annual wafer starts | 2,040,000 → 2,160,000 wafers_per_year | (5.9%) |
| MOBILE SOC gross margin | 54.23 → 53.05 pct | (1.2pp) |
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 →Samsung to Use TSMC 3nm for Base Dies of Nvidia Custom HBM
N/A (no unit pricing disclosed); TSMC 2026 CapEx maintained at $60–64B, new Tainan 3nm fab production 1H 2028, Arizona Fab 2 mass production Q3 2027
Micron Opens Second Taiwan HBM Packaging Fab; All 2027 Output Already Sold Out
Capacity: new AATT2 HBM assembly/test line activated, with 100% of planned 2027 output contracted; Micron HBM capacity cited at ~60,000 wafers/month, roughly one-third of SK Hynix or Samsung
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
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.