Samsung Foundry has sold out its 4nm production capacity through 2026, with bookings extending into 2027, driven by customers building AI infrastructure, high-performance computing hardware, and next-generation automotive silicon. The company is raising prices by approximately 15% on both its 4nm and 5nm processes for new customers. To handle overflow demand, Samsung is expanding sales of its 5nm process and plans to repurpose its established 4nm lines for a broader product mix, including logic processing units and high-bandwidth memory base dies. A production ramp for 4nm is targeted for the second half of 2026. Samsung is in active discussions with Chinese automakers, including BYD, about supplying 4nm and 2nm chips for autonomous driving system-on-chips. BYD is the world’s largest electric vehicle manufacturer by volume. Samsung has outlined plans for 2nm mass production targeting 2025, with a 1.4nm process originally scheduled for 2027, though the company has signaled those timelines may shift. Sold-out foundry capacity at premium pricing, combined with a 15% price increase for new entrants, signals that demand is running well ahead of supply through at least the middle of the decade. Companies that have already secured long-term foundry agreements at older pricing hold a cost advantage relative to latecomers paying new rates.