Samsung Electronics raised prices for some advanced foundry services as AI-related demand tightened capacity across key process nodes. According to reports, new orders using Samsung’s 4nm process increased by as much as 15% in July, with additional increases affecting 5nm and 8nm production across several customer regions.

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The pricing changes come as Samsung allocates advanced capacity across external foundry customers and its own AI-related products, including HBM base dies manufactured on 4nm technology. Demand is also increasing for AI accelerators, custom processors and high-performance computing chips, while Samsung continues ramping newer 2nm processes and advanced packaging capabilities.

For chip designers and cloud providers, the increases highlight how constrained advanced-node capacity is translating into higher manufacturing costs and more strategic sourcing decisions. The shift also reflects the broader impact of AI infrastructure growth on semiconductor pricing across both leading-edge and selected mature process technologies.

Image Credit: Shutterstock/RYO Alexandre