$TSM $DRAM Foundry Boom Samsung raised prices in July on its 4nm process by 10% to 15% for US and Chinese customers. Q1 2026 Foundry Share for Context. Samsung: 7% $TSM: 70%+ Data from research firm Counterpoint. Chinese chipmakers, cut off from advanced equipment by US export curbs, are increasingly stuck relying on foreign foundries like Samsung, and they're accepting the steepest increases to secure capacity. Samsung expects advanced processes to top half of foundry revenue this year, with AI and HPC applications climbing from 15 to 20% in late 2025 to over 30% now.
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