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Mature-node semiconductor foundry prices rise as AI demand surges and capacity cuts restrict supply.
Pricing power returning to foundries (TSMC 28/40nm, Samsung): supply tightness offsets advanced-node margins; validates pricing discipline in mature nodes.
Trade pressSlicast · July 2, 2026 · US · Source: Google News
importance 66Mature-node semiconductor foundry prices rise as AI demand surges and capacity cuts restrict supply.
Pricing power returning to foundries (TSMC 28/40nm, Samsung): supply tightness offsets advanced-node margins; validates pricing discipline in mature nodes.