ASML publicly signals room to raise prices — TSMC resistance and 10% DUV hike remain sourced reports
TL;DR
ASML says it has pricing power; TSMC resistance and a 10% DUV hike remain anonymous-source reports.
ASML has publicly signaled room to raise lithography-tool prices. CFO Roger Dassen told the company's July 15 Q2 results call that ASML had "better pricing power" and "a pretty strong runway for potential price improvements." He said ASML was discussing pricing with customers but named no company, model, or percentage.
Orders strengthen that position. Dassen said 2027 Low-NA EUV capacity was close to fully covered by orders. ASML said the same day that 2027 Low-NA EUV capacity would increase 30% from about 65 systems in 2026. DUV immersion capacity will also rise 30% from about 130 systems.
The customer details came from four people cited by The Information. It reported that ASML was negotiating an EUV price increase with TSMC and that TSMC had resisted. ASML also proposed increases of about 10% for some DUV tools, and some Chinese semiconductor manufacturers accepted. The report did not identify the Chinese customers, DUV models, contract volumes, or effective dates.
Reuters and Bloomberg both attributed those customer-specific claims to The Information; they were not separate confirmations of the negotiations. ASML and TSMC did not comment on the specifics. The confirmed public boundary is Dassen's statement: "Those are the conversations that we're currently having with customers."
via Reuters / WTVB / ASML Q2 Results / The Information
Orders strengthen that position. Dassen said 2027 Low-NA EUV capacity was close to fully covered by orders. ASML said the same day that 2027 Low-NA EUV capacity would increase 30% from about 65 systems in 2026. DUV immersion capacity will also rise 30% from about 130 systems.
The customer details came from four people cited by The Information. It reported that ASML was negotiating an EUV price increase with TSMC and that TSMC had resisted. ASML also proposed increases of about 10% for some DUV tools, and some Chinese semiconductor manufacturers accepted. The report did not identify the Chinese customers, DUV models, contract volumes, or effective dates.
Reuters and Bloomberg both attributed those customer-specific claims to The Information; they were not separate confirmations of the negotiations. ASML and TSMC did not comment on the specifics. The confirmed public boundary is Dassen's statement: "Those are the conversations that we're currently having with customers."
via Reuters / WTVB / ASML Q2 Results / The Information
