Samsung Electronics (005930 KS) foundry 4nm & 8nm processes have been experiencing a order backlog, zdnet reports citing sources

• A different source added, "8nm is exceptionally popular. With orders already backed up, it's difficult to accept new ones. Samsung is even requesting clients to notify them as early as possible if they have additional orders."

Samsung's foundry processes for 4nm and 8nm chips are facing significant order backlogs, particularly with the 8nm process seeing heightened demand. This indicates strong client reliance on Samsung for semiconductor production, potentially impacting supply chain dynamics and competitive positioning against rivals like TSMC. If demand continues to outpace supply, it could lead to increased prices and operational pressures in the sector.