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Samsung Foundry sells out 4nm capacity through 2027 as AI demand rewrites ...
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Fusion42 · 8 August 2026 · Fusion42 review
Samsung Foundry has sold out its 4nm chip production capacity through 2027, driven by AI infrastructure and high-performance computing demand, and plans a 15% price hike for new customers. The company is also engaging with Chinese EV manufacturer BYD on advanced chips for autonomous driving and aims for 2nm production by 2025.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it between 3 Aug 2026 and 7 Aug 2026.
◆ ◆ The Wire takeaway
Samsung's full 4nm order book and raised prices show you that chip supply is no longer a given, intensifying cost pressure on late chip customers and opening a door for you to target overflow demand or premium segments in AI and automotive chips.
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3 sources · first reported 3 Aug 2026 · latest 7 Aug 2026
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