三星晶圆厂，涨价了

Core Viewpoint - Samsung Electronics is planning to increase prices for certain semiconductor foundry processes, specifically targeting 4nm and 8nm technologies, with an expected increase of approximately 10% [1][2]. Group 1: Price Increase Details - The price increase is primarily focused on the 4nm and 8nm processes, which have reached maturity and stable yield stages [1]. - The expected price increase of around 10% may vary depending on the customer and specific process [1]. - The demand for these processes is high, leading to a situation where their production capacity is nearly at its limit [1]. Group 2: Competitive Landscape - TSMC (Taiwan Semiconductor Manufacturing Company) has been raising its process prices due to surging demand from artificial intelligence and ongoing order growth, with some processes seeing price increases of up to 20% [2]. - Even with a 10% price increase, Samsung's foundry services remain competitively priced compared to TSMC, making them an attractive option for price-sensitive customers [2]. - The price adjustment is expected to help Samsung ensure its capacity is invested in its own processes while enhancing its long-term profitability [2].