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 Aug 20, 2026 vs Aug 13, 2026 (7 days of history) ·
HBM market share4
View dataset →| Metric | Change | Move |
|---|---|---|
| Micron HBM HBM bit share | 20.5% → 5% | ▼ -15.5pp |
| SK Hynix HBM HBM bit share | 62% → 56% | ▼ -6pp |
| Samsung HBM HBM bit share | 17% → 21% | ▲ +4pp |
| SK Hynix HBM HBM bit share | 62% → 58% | ▼ -4pp |
AI accelerator cost (BOM)20
View dataset →| Metric | Change | Move |
|---|---|---|
| MI325X HBM cost | $2,200 → $4,350 | ▲ +97.7% |
| H200 HBM cost | $1,500 → $2,400 | ▲ +60% |
| MI325X est. mfg cost | $3,800 → $5,950 | ▲ +56.6% |
| H200 est. mfg cost | $4,250 → $5,150 | ▲ +21.2% |
| MI355X HBM cost | $4,350 → $4,900 | ▲ +12.6% |
| GB200 HBM cost | $5,800 → $6,500 | ▲ +12.1% |
| B200 HBM cost | $2,900 → $3,250 | ▲ +12.1% |
| B100 HBM cost | $2,900 → $3,250 | ▲ +12.1% |
| MI325X gross margin | 81% → 70.3% | ▼ -10.7pp |
| MI355X est. mfg cost | $8,000 → $8,550 | ▲ +6.9% |
| B200 est. mfg cost | $6,400 → $6,750 | ▲ +5.5% |
| B100 est. mfg cost | $6,500 → $6,850 | ▲ +5.4% |
| GB200 est. mfg cost | $13,500 → $14,200 | ▲ +5.2% |
| H100 SXM5 est. sell price | $28,000 → $27,000 | ▼ -3.6% |
| H200 gross margin | 88.8% → 86.4% | ▼ -2.4pp |
| MI355X gross margin | 68% → 65.8% | ▼ -2.2pp |
| B100 gross margin | 79.7% → 78.6% | ▼ -1.1pp |
| GB200 gross margin | 79.2% → 78.2% | ▼ -1pp |
| B200 gross margin | 84% → 83.1% | ▼ -0.9pp |
| H100 SXM5 gross margin | 88.1% → 87.7% | ▼ -0.4pp |
GPU secondary market1
| Metric | Change | Move |
|---|---|---|
| H100 SXM 80GB residual value | 68.8% → 71.3% | ▲ +2.5pp |
GPU cloud rental pricing2
View dataset →| Metric | Change | Move |
|---|---|---|
| RUNPOD H200 on-demand $/GPU-hr | $2.60/GPU-hr → $3.59/GPU-hr | ▲ +38.1% |
| RUNPOD H100 SXM5 on-demand $/GPU-hr | $2.69/GPU-hr → $2.99/GPU-hr | ▲ +11.2% |
Fab capacity & utilization1
View dataset →| Metric | Change | Move |
|---|---|---|
| TSMC CoWoS CoWoS capacity | 52.5 kwspm → 72 kwspm | ▲ +37.1% |
Foundry capacity1
View dataset →| Metric | Change | Move |
|---|---|---|
| TSMC N3 annual wafer starts | 2,160,000 wafers_per_year → 2,100,000 wafers_per_year | ▼ -2.8% |
Gross margins1
| Metric | Change | Move |
|---|---|---|
| MAINSTREAM CPU gross margin | 47.2% → 54.75% | ▲ +7.5pp |
Chip archetype defaults2
| Metric | Change | Move |
|---|---|---|
| GPU AI hbm cost per gb | 15 usd_per_gb → 17 usd_per_gb | ▲ +13.3% |
| GPU AI backend yield | 92% → 95% | ▲ +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 →TSMC CoWoS 5.5x Reticle Hits 98-99% Yield in Volume Production; 14x Roadmap Confirmed to 2029
Yield: CoWoS 5.5x reticle confirmed at 98-99% in volume production (positive); Roadmap: 14x reticle-size CoWoS targeted by 2029; SoIC pitch: 6 microns currently in HVM, targeting 4.5 microns by 2029.
TSMC CoWoS Yield Confirmed at 98-99% in HVM; Nvidia Weighs 8-Stack HBM4E Fallback for Rubin Ultra
CoWoS yield: 98-99% confirmed in HVM (positive); HBM4E 12-stack yield risk flagged — potential stack-count reduction from 12 to 8 layers (est. HBM capacity-per-die reduction of ~33% if downgrade confirmed); TSMC 2026 CapEx raised to $60-64B record (capacity positive).
Samsung HBM4 Hits 80% 'Golden Yield' — Four Months Ahead of Schedule, Supply Tightness Set to Ease
Yield improvement: Samsung HBM4 from <60% (Feb 2026 launch) to ~80% (Aug 2026) — approx. +20 pp in ~6 months; SK Hynix HBM4 yield also reported at ~80%; HBM4E target set at 70% pre-launch (H1 2027). 2027 HBM supply for all three vendors reported as fully booked.
SK Hynix 54 Trillion Won CapEx Locked In; Nvidia Rubin Ultra Downgrading HBM Stack Amid Structural Supply Crunch
CapEx: +54 trillion KRW (~$39B) across Y2 and M17 fabs; HBM capacity additions: Y1 initial production February 2027, M17 December 2028, Y2 June 2029 (plus 12–18 months yield ramp each); Contract DRAM prices: +90–95% QoQ in Q1 2026 (largest single-quarter spike on record per TechTimes); Nvidia Rubin Ultra HBM stack: downgraded from 16-stack HBM4E to 12-stack or 8-stack variants under evaluation; Lam Research advanced packaging revenue outlook raised from >40% to >70% YoY growth in current fiscal year.
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.