---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42375026.md"
description: "$Intel(INTC.US)$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."
datetime: "2026-07-02T09:33:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42375026.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42375026.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42375026.md)
author: "[还差3800出圣者遗物](https://longbridge.com/en/profiles/16521391.md)"
generator: "portal-rs"
---

# $Intel(INTC.US)$Taiwan Semiconductor(TSM.US)$XL2CS…


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## Comments (3)

- **耳朵制造战争 · 2026-07-02T09:40:54.000Z**: I don't even dare to think about NVIDIA's half-year report.
  - **还差3800出圣者遗物** (2026-07-02T09:52:01.000Z): Stored earnings reports can be imagined to be very good, but I'm still not very confident about Intel's earnings report🥹
  - **赚还是亏？我悟了** (2026-07-02T09:59:57.000Z): The external OEM business hasn't really started yet, it's uncertain.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**