NuAxiSemiconductor trade intelligence

[News] Samsung Reportedly Lifts HBM4 Logic Die Prices by 40–50% Amid AI Boom; 4nm at Full Capacity

What happened

Samsung Electronics has raised prices for its HBM4 logic dies by 40-50% since early 2026, driven by surging AI demand and full utilization of its 4nm foundry lines. TSMC has also increased prices for its 5/4nm and below nodes for 2026, with both foundries operating at full capacity. Bullish: Direct, significant price increases for advanced foundry services and a key HBM component signal sustained supply tightness and strong pricing power.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

HBM4 Logic Die4nm Foundry

Samsung Electronics TSMC

price-hikecapacity-constrainedfoundryHBM

Source and time

Source: TrendForce · 4/13/2026 · View original source

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[News] Samsung Reportedly Lifts HBM4 Logic Die Prices by 40–50% Amid AI Boom; 4nm at Full Capacity

What happened

Impact and signal

Affected components and suppliers

Source and time

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