The Zhitong Finance App learned that Tianyue Advanced (02631) rose more than 6%. As of press release, it had risen 6.2% to HK$68.5, with a turnover of HK$171 million.

According to the news, there are media reports today that the market sent out a suspected price increase letter issued by Ansemi. According to the price increase letter, Ansemi will implement price adjustments for a wide range of products, effective from October 10, 2026. Currently, AI data centers are taking over new energy vehicles and become the core pricing main line for power semiconductors in a new three-year upward cycle. Since this year, major overseas manufacturers, including Infineon, TI, and STMicroelectronics, have raised prices one after another.

CMB International pointed out that Tianyue Advanced is currently in a period of historical opportunity with a triple inflection point: the industry switched from 6 inches to 8 inches, the company's 8 inch share reached 51.3%, and the generation gap continued to expand during the transition period; the industry supply and demand pattern reversed in 2026, leading companies such as Infineon and ST completed two rounds of price increases during the year, and the product entered a channel of sharp rise in volume and price; the company's 2Q26 gross margin has rebounded to 25.4%. It is expected that the full year of 2026 will reverse losses, and the inflection point of release performance has reached.

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