ASML considers price increases for its Low-NA Extreme Ultraviolet (EUV) lithography systems. TSMC, ASML’s largest customer, reportedly resists the proposed price hikes.
ASML’s CFO justified the adjustments by citing continuous productivity upgrades and tool value. The company seeks to capture broader benefits beyond simple equipment throughput.
Surging demand for advanced AI semiconductors drives the potential price increase. ASML transitions toward a value-based pricing model to reflect its technology's broader benefits.
Contractual obligations and long lead times will delay substantial price changes. The new pricing model primarily impacts equipment shipments for 2028 and beyond.