Chip export prices have soared, and the wave of AI shortages is still intensifying

Comparative news, according to Jin10 reports, Samsung has recently raised the price of some 4 nm, 5 nm, and 8 nm foundries by 10% to 15%; TSMC has also raised capital expenditure in 2026 to 60 billion US dollars to 64 billion US dollars, reflecting that existing production capacity is still difficult to fully match AI needs. This round of price increases will help storage, foundry, and packaging manufacturers to grasp scarce production capacity, but it will raise the costs of server, PC, and consumer electronics companies.

Next, the market will trade a race between rising profits and additional production capacity: the longer the shortage lasts, the stronger the pricing power of the leader; if the rate of expansion exceeds the actual increase in AI usage, price falls and inventory reversals will amplify semiconductor stock fluctuations.