The A-share semiconductor sector rebounded, with Lead Semiconductor hitting the daily limit, Fullertech rising over 6%, and other stocks such as Kangqiang Electronics, Broadcom Integrated Circuits, and Suiyuan Technology-U following suit. Supply chain sources revealed that TSMC has confirmed that it will adjust wafer-out prices according to different process technologies starting in January 2027, with increases ranging from approximately 3% to 6%.
