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Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).
Prices for U.S. and Chinese customers using Samsung's 4-nanometer SF4 process rose 10% to 15% in July, while 5-nanometer wafers climbed by a similar amount, Reuters reported Wednesday. Samsung declined to comment.
Samsung's Seoul-listed shares tumbled 7.8% Wednesday as the KOSPI sank 5.8%, despite fresh evidence that AI infrastructure demand remains strong.
Investors are questioning the scale of AI spending even as chipmakers struggle to keep up with it.
#customers
Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).
Prices for U.S. and Chinese customers using Samsung's 4-nanometer SF4 process rose 10% to 15% in July, while 5-nanometer wafers climbed by a similar amount, Reuters reported Wednesday. Samsung declined to comment.
Samsung's Seoul-listed shares tumbled 7.8% Wednesday as the KOSPI sank 5.8%, despite fresh evidence that AI infrastructure demand remains strong.
Investors are questioning the scale of AI spending even as chipmakers struggle to keep up with it.
#customers
2 months ago
