Samsung Raises 4nm And 5nm Chipmaking Prices As Ai Demand Grows

Samsung has quietly raised prices for some of its advanced chipmaking services, such as 4nm and 5nm, by as much as 15 percent for new orders, according to a Reuters report citing people familiar with the matter.

Notably, Samsung’s foundry business is finally catching a break, and it’s coming straight from the AI boom. The move reflects how tight AI chip demand has become, and Samsung is now in a position to charge more for its capacity.

Chinese and US customers see the biggest hikes

Interestingly, Chinese customers are absorbing the steepest increases. Prices for SF4 (4nm) orders from China and the US have gone up 10 to 15 percent month over month, while Taiwan-based customers (TSMC’s home turf) are seeing smaller bumps of 5 to 10 percent.

US export restrictions on chipmaking equipment have pushed Chinese firms to lean more heavily on foundries like Samsung, giving Samsung more pricing power in that market.

The 5nm SF5 process has also seen prices climb 10 to 15 percent, while the older 8nm node is up nearly 10 percent.

Samsung’s foundry division has reportedly been losing money since 2022, struggling to close the gap with TSMC. But with TSMC’s leading-edge capacity fully booked, customers are increasingly turning to Samsung and Intel instead.

Google is also said to be in talks with Samsung for SF4 production, joining names like Qualcomm, Tesla, Apple, and Broadcom already on board. If pricing trends hold, analysts believe Samsung’s foundry unit could turn profitable as early as next year.

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