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 6, 2026 vs Sep 6, 2026 (35 days of history) ·

Public sources only — no proprietary or insider data

Window:7 days 30 days

Memory spot pricing4

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Metric	Change	Move
DDR5 16GB SPOT spot $/unit (consensus low)	$37.50/chip → $56.93/chip	▲ +51.8%
DDR5 16GB SPOT spot $/unit (consensus high)	$53.93/chip → $57.93/chip	▲ +7.4%
DDR5 16GB SPOT spot $/unit	$53.92/chip → $57.43/chip	▲ +6.5%
NAND 512GB TLC WAFER SPOT spot $/unit	$21 → $21	▼ -1%

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%
RUNPOD H100 SXM5 spot $/GPU-hr	$1.63/GPU-hr → $1.35/GPU-hr	▼ -17.2%
RUNPOD H200 on-demand $/GPU-hr	$4.31/GPU-hr → $3.59/GPU-hr	▼ -16.7%
RUNPOD H100 SXM5 on-demand $/GPU-hr	$3.12/GPU-hr → $2.69/GPU-hr	▼ -13.8%
LAMBDA H100 SXM5 on-demand $/GPU-hr	$3.89/GPU-hr → $4.29/GPU-hr	▲ +10.3%
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 CoWoS CoWoS capacity	130 kwspm → 125 kwspm	▼ -3.8%		—

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 MATURE 2026Q2 wafer ASP (low)	$2,750 → $2,500	▼ -9.1%
TSMC N16 20 2026Q2 wafer ASP (low)	$5,500 → $5,000	▼ -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 N16 20 2026Q2 wafer ASP (high)	$6,500 → $6,000	▼ -7.7%
TSMC N7 2026Q2 wafer ASP (low)	$9,750 → $9,000	▼ -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 N5 2026Q2 wafer ASP (high)	$21,750 → $20,250	▼ -6.9%
TSMC ALL 2026Q2 fab utilization	90.5% → 97.4%	▲ +6.9pp
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 margins4

Metric	Change	Move
GPU AI gross margin	74.93% → 63.55%	▼ -11.4pp
MAINSTREAM CPU gross margin	47.2% → 56%	▲ +8.8pp
IOT EDGE gross margin	45% → 53.5%	▲ +8.5pp
MOBILE SOC gross margin	54.23% → 53.05%	▼ -1.2pp

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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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

HighMemorySep 23, 2026

Samsung HBM4 Yield Climbs to ~80%, Wafer Starts Up 40% as HBM4 Pricing Projected +65%

Yield: <60% → ~80% (+20pp); Capacity: Samsung HBM wafer starts +40% (180k→250k wpm), HBM4-family mix 40%→80%; Price: HBM4 ASP +65% YoY; Share shift: Samsung 21%→33%, SK hynix 58%→50% (Counterpoint, Q1→Q2)

CriticalMemorySep 18, 2026

HBM3E Contract Prices Surge ~20% for 2026; Server DRAM Spikes 90-95% QoQ as Supply Crunch Intensifies

HBM3E 2026 contract price: ~+20% full-year vs. prior contracts (Samsung, SK Hynix per TrendForce); Server DRAM contract price QoQ: +90–95% Q1 2026, +58–63% Q2 2026, +13–18% Q3 2026 (TrendForce); DDR4 commodity spot: +249% Nov 2025 to Aug 2026 ($12.18 → $42.50). Est. BOM impact on H200/B200-class GPU: HBM cost line up ~+20% YoY on contracted volumes.

Recent corrections

Full changelog →

groq-lpu · perf_fp16_tflopschip_specscommunity-sourced correction2026-10-04

900 → 188affected 2025-12-25 → 2026-10-04

mi325x · perf_fp8_tflopschip_specscommunity-sourced correction2026-10-04

2614 → 5230affected 2025-12-15 → 2026-10-04

tpu-v5p · memory_typechip_specscommunity-sourced correction2026-10-04

HBM3 → HBM2eaffected 2026-02-08 → 2026-10-04

groq-lpu · memory_bandwidth_tb_schip_specscommunity-sourced correction2026-10-04

2.8 → 80affected 2025-12-25 → 2026-10-04

groq-lpu · perf_fp8_tflopschip_specscommunity-sourced correction2026-10-04

1800 → 750affected 2025-12-25 → 2026-10-04

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 pricing4

Wafer pricing1

GPU secondary market2

GPU cloud rental pricing6

LLM API pricing7

Fab capacity & utilization1

Foundry capacity2

Foundry IR economics17

Gross margins4

Electricity pricing (DC regions)5

Restatements — model & method changes, not market moves

Download the full historical ledger (Pro)

Market intelligence behind the moves

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

Samsung HBM4 Yield Climbs to ~80%, Wafer Starts Up 40% as HBM4 Pricing Projected +65%

HBM3E Contract Prices Surge ~20% for 2026; Server DRAM Spikes 90-95% QoQ as Supply Crunch Intensifies

Recent corrections

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Methodology