Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims

Reuters reported that Samsung increased pricing for its 4nm, 5nm, and 8nm foundry processes in July, with price hikes reaching up to 15% for customers in China and the U.S. This move follows sustained... Read original →

Samsung's price hikes for advanced nodes reflect the deep reshaping of global semiconductor capacity driven by AI demand. Full utilization of 4nm lines, amid supply chain constraints due to U.S. export controls, forces Chinese designers to absorb the highest cost increases. Despite previous 2nm pricing strategies, current moves signal stronger market positioning. TSMC’s anticipated 25% price increase in 2027 will intensify global supply pressures. Samsung’s Foundry could turn profitable next year, supported by major clients like Tesla and NVIDIA. This shift is not just a short-term supply-demand imbalance but a long-term realignment of technology paths and geopolitical dynamics. Over the next 12–24 months, AI accelerators, HBM, and SoIC will dominate competitive landscapes, with Taiwan and Hong Kong-China emerging as critical manufacturing hubs in the global chip ecosystem.