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. If you're building AI infrastructure, your wafer costs just went up 10-15% with no ceiling in sight. Foundries have stopped competing on service and started rationing capacity—call Samsung and TSMC this week to lock in allocations before the next round of increases.