China Resources Microelectronics Lifts Prices Twice in 2026, Adds 12-Inch Capacity
China Resources Microelectronics said in an institutional survey that strong order backlogs and tight capacity prompted two rounds of product price increases in February and July 2026. The second round, largely negotiated by July, delivered bigger hikes and broader coverage. Financial reporting lags due to order delivery cycles. The company expects supply to remain tight in the second half and is expanding capacity, with new 12-inch output scheduled for 2027.
China Resources Microelectronics said in an institutional survey that, driven by a full order backlog and tight capacity supply, the company implemented two rounds of product price increases in February and July. Negotiations for the second round were largely completed by July, with both the magnitude of the increases and the scope of coverage significantly exceeding those of the first round. Due to order delivery cycles, the impact on financial statements will be reflected with a lag.
The company said market supply and demand are expected to remain tight in the second half of the year, with a full order backlog. In response to market demand, the company is expanding capacity, and the additional output from its 12-inch production line expansion is scheduled to be released in 2027.
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