Vanguard International Semiconductor Corporation (VIS) will implement a 45% price increase for memory foundry services starting this month, with production expected by November. The company's June revenue reached a 47-month high, successfully turning a loss into profit in Q2, driven by strong AI-driven memory demand.
Specialty memory foundry services are seeing significant price increases due to AI demand, shifting profit to suppliers and tightening the cost structure for AI memory buyers.