BlockBeats News, August 21st, Samsung has recently raised prices for some of its 4nm, 5nm, and 8nm foundry processes by 10% to 15%; TSMC has also increased its 2026 capital expenditure to $60 billion to $64 billion, reflecting the ongoing mismatch between existing capacity and AI demand. This round of price hikes benefits storage, wafer foundry, and packaging companies that control scarce capacity but will raise costs for server, PC, and consumer electronics companies.
The next stage in the market will be a race between trading profit upgrades and new capacity additions: the longer the shortage lasts, the stronger the leading companies' pricing power will be; if the expansion speed exceeds the actual AI usage growth, price drops and inventory reversals will amplify semiconductor stock volatility. (JJLJ)
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