Samsung raises foundry prices up to 15% as AI demand fills capacity

Samsung reportedly raised prices on new orders across its 4nm, 5nm, and 8nm foundry processes in July, with increases of up to 15%. Chinese customers reportedly accepted the largest hikes.

Why it matters: This is a logic-chip counterpart to the DRAM shortage already pushing memory prices up as much as tenfold — AI demand is now squeezing capacity and pricing across multiple layers of the chip supply chain, not just memory, which will likely flow through to broader hardware costs.