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Jul 2 at 04:33 AM
$Intel(INTC.US)$Taiwan Semiconductor(TSM.US)$XL2CSOPSMSN(07747.HK)
Samsung Foundry has truly achieved a full comeback. Seeing how much things have changed feels almost unreal.
- Samsung Foundry is seeing a flood of customers, to the point that Samsung is now starting to screen clients, prioritizing large customers.
- Samsung's 4nm process capacity is sold out through next year, and even some of its 8nm process is running almost at full capacity.
- There are rumors that Samsung may raise prices for certain processes by 15% to 20%.
Chip demand is extremely tight.
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