Samsung cashes in on AI wafer squeeze

Samsung and TSMC are raising foundry prices as AI demand creates a capacity shortage, with Samsung targeting 15% increases on 5nm and 4nm nodes whilst TSMC raises prices across mature and advanced processes. Foundries have shifted from demand-driven to supply-driven pricing as customers compete for scarce wafer capacity.

This Wire brief sits within Fusion42's coverage of AI Infrastructure and Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.