Chipmakers' Tightrope: Demand and Supply in a $100 Billion Industry The news that Samsung has hiked chipmaking prices by up to 15% for new orders is not surprising, given current demand supply dynamics.
This development highlights the complex relationships between giant tech companies, global geopolitics, and the increasingly critical role of Taiwan Semiconductor Manufacturing Co (TSMC).
At its core, the story revolves around Samsung's foundry business, which has struggled to compete with TSMC's dominance.