Samsung's 4nm production capacity is nearly sold out, while some 8nm production lines are operating at full capacity and selective orders have already begun.

Golden Ten Data July 3｜According to ChosunBiz, industry insiders revealed that Samsung Electronics' wafer foundry division has recently adjusted its supply strategy, prioritizing orders from existing customers and selectively accepting orders from new customers. Industry analysts pointed out that the explosive growth of the artificial intelligence market is fundamentally changing the demand structure for wafer foundry services. Previously, advanced manufacturing process demand was mainly focused on application processors (AP) for smartphones, but recently it has shifted to AI accelerator chips, application-specific integrated circuit (ASIC) chips, and high-performance computing (HPC) chips. The 4nm process production capacity of Samsung's wafer foundry has basically sold out, and even next year's capacity has been sold out; some 8nm process capacity is also operating at nearly full load.