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TLDR: Samsung is making bank from its memory, foundry, and smartphones. A buy Samsung has reportedly increased prices on new advanced foundry orders (across its 4nm, 5nm, and 8nm processes) due to surging AI-driven demand and full capacity utilization at its Pyeongtaek fab. **Key Breakdown:** * **Price Hikes by Region & Process:** * **4nm (SF4):** Prices rose 10% to 15% for US and Chinese customers, while Taiwanese clients saw smaller increases of 5% to 10%. * **5nm (SF5):** Prices increased …
— ORIGINAL POST ·
Samsung raises foundry prices by up to 15% as AI demand fills its 4nm lines, report claims: Chinese customers accepting the largest hikes
· r/stocks
· Aug 19, 2026