ASML plans EUV price increase as TSMC pushes back

ASML plans EUV price increase as TSMC pushes back

N
News Editor
2026-07-15 22:52:32
ASML is planning to raise prices for some of its chipmaking equipment, a move that could put it at odds with Taiwan Semiconductor Manufacturing Co. (TSMC), according to The Information, which cited people familiar with the matter. TSMC, described as ASML’s largest customer, has already begun opposing the plan. The report centers on extreme ultraviolet, or EUV, systems, which are used to manufacture advanced semiconductors. Demand for advanced chips has been climbing as artificial intelligence drives more investment across the sector, making EUV tools even more critical for leading-edge production. Speaking on the company’s earnings call on Wednesday, ASML Chief Financial Officer Roger Dassen said the company could adjust pricing for its less advanced low-NA EUV machines. He said ASML has continued to improve production efficiency for low-NA EUV, which gives the company room for potential future price increases. At the same time, he said any change would not affect pricing immediately because order cycles are long.
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ASML plans to raise prices for some of its chipmaking equipment, a step that could create friction with its biggest customer, Taiwan Semiconductor Manufacturing Co. (TSMC), according to The Information, which cited people familiar with the matter. TSMC has already started opposing the plan, the report said.

ASML’s advanced extreme ultraviolet, or EUV, systems are essential for chipmakers producing advanced semiconductors. Demand for those tools has surged as artificial intelligence fuels broader demand across the semiconductor industry.

On the company’s earnings call on Wednesday, ASML Chief Financial Officer Roger Dassen said the company could make pricing adjustments for its less advanced tools, specifically low-numerical-aperture, or low-NA, EUV systems.

"We continue to improve the productivity of low-NA EUV, and that naturally gives us quite strong room for potential price increases in the future," Dassen said.

He added that because order cycles are long, any pricing change would not have an effect "tomorrow."

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