It is rumored that Samsung has raised quotes for new clients on 4nm, 5nm, and automotive 8nm nodes by 15%, with 4nm capacity already fully booked through next year. A competitor whose quotes are typically 20-30% lower than TSMC has begun cherry-picking orders, shifting the balance between buyers and sellers in the foundry market. SMIC and Hua Hong's mature process price hikes are likely to extend until 2027, with order spillover already reflected in financial reports. Hua Hong's first-quarter net profit surged 513% year-on-year, while 12-inch wafer starts continue to exceed design capacity. The key is that consumer electronics and automotive clients can still afford several rounds of price increases.