Rumor
Samsung Foundry considers 10% price hike for 4nm and 8nm nodes amid tight capacity
Wednesday, February 4, 2026 at 06:37 AM
Samsung Foundry is reportedly in discussions with partners to raise prices for its 4nm and 8nm manufacturing processes by approximately 10%. The price adjustments are driven by high capacity utilization as these nodes reach production limits, as well as a need to improve profitability. Despite the hike, Samsung aims to maintain a price advantage over TSMC, which is also implementing significant price increases due to surging AI demand and rising operational costs.
Context
Samsung Electronics is reportedly negotiating a price increase of approximately 10% for its 4nm and 8nm foundry processes. This adjustment follows reports of tight capacity as these nodes reach production limits amid surging demand for AI and mobile hardware. By raising prices on these now-stabilized, mature processes, the company aims to improve its foundry division’s profitability and secure capital for future capacity investments.
The move aligns with broader industry trends, as TSMC has recently signaled price hikes of up to 20% due to rising operational costs. Even with a 10% increase, Samsung is expected to maintain its competitive edge as a more affordable alternative for price-sensitive customers. This pricing power reflects a supply chain environment where high-end manufacturing capacity remains at a premium, allowing Samsung to narrow the margin gap while sustaining its role as a critical secondary supplier in the global semiconductor market.
Related Companies
TSMC
2330
Samsung Electronics
005930