Industry sources say Samsung Electronics has raised supply prices for new
customers by about 15%, concentrated on in-demand advanced processes (4nm, 5nm)
and some automotive 8nm. TSMC has notified major clients it plans to lift supply
quotes for 3nm, 5nm and 7nm by roughly 5–10%. Market focus is less on the
headline increases than on a change in pricing logic: same-node price hikes,
once uncommon absent a node transition, are occurring as AI-driven capex expands
and supply tightness persists, boosting foundries’ bargaining power. Industry
participants say TSMC is leading re-pricing within existing nodes. If the AI
investment cycle and advanced-node demand tightness continue, the upward pricing
trend in wafer-foundry services may persist.
