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 7, 2026 vs Sep 30, 2026 (7 days of history) ·
Memory spot pricing1
View dataset →| Metric | Change | Move |
|---|---|---|
| DDR5 16GB SPOT spot $/unit (consensus low) | $37.50/chip → $56.93/chip | ▲ +51.8% |
Curated market prints1
View dataset →| Metric | Change | Move |
|---|---|---|
| HBM Price per GB by Generation — HBM4 (Contract — per-stack basis) | $16.67/GB → $36.11/GB | ▲ +116.6% |
GPU secondary market2
| Metric | Change | Move |
|---|---|---|
| V100 32GB used price (median) | $787 → $761 | ▼ -3.3% |
| V100 32GB used price (high) | $880 → $900 | ▲ +2.3% |
GPU cloud rental pricing1
View dataset →| Metric | Change | Move |
|---|---|---|
| RUNPOD H200 on-demand $/GPU-hr | $4.59/GPU-hr → $3.59/GPU-hr | ▼ -21.8% |
Fab capacity & utilization2
View dataset →| Metric | Change | Move |
|---|---|---|
| TSMC N3 node ramp | 165 kwspm → 150 kwspm | ▼ -9.1% |
| TSMC CoWoS CoWoS capacity | 130 kwspm → 127 kwspm | ▼ -2.3% |
Foundry capacity1
View dataset →| Metric | Change | Move |
|---|---|---|
| TSMC 28 annual wafer starts | 1,560,000 wafers_per_year → 1,440,000 wafers_per_year | ▼ -7.7% |
Gross margins2
| Metric | Change | Move |
|---|---|---|
| GPU AI gross margin | 75% → 63.55% | ▼ -11.5pp |
| MAINSTREAM CPU gross margin | 53% → 56% | ▲ +3pp |
Electricity pricing (DC regions)6
| Metric | Change | Move |
|---|---|---|
| ARIZONA industrial ¢/kWh | 7.7¢/kWh → 9.3¢/kWh | ▲ +21% |
| GEORGIA industrial ¢/kWh | 8.9¢/kWh → 10.0¢/kWh | ▲ +13.2% |
| VIRGINIA industrial ¢/kWh | 9.3¢/kWh → 10.1¢/kWh | ▲ +8.2% |
| TEXAS industrial ¢/kWh | 6.6¢/kWh → 7.1¢/kWh | ▲ +7.4% |
| US AVERAGE industrial ¢/kWh | 9.2¢/kWh → 9.8¢/kWh | ▲ +6.5% |
| OREGON industrial ¢/kWh | 8.8¢/kWh → 8.9¢/kWh | ▲ +1% |
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 →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
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)
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 →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.