Samsung Tumbles in Seoul as AI Demand Lifts Advanced Chip Prices Up to 15%
Samsung declined to comment as investors questioned the scale of its AI spending despite chip pricing gains. Its SF4 foundry line at the Pyeongtaek plant has reportedly run at full capacity since late last year, reversing losses since 2022. Samsung raised prices for some advanced services by up to 15% for new orders, but strong China demand limits capacity for U.S. and HBM needs.