ASML has notified SK Hynix and Samsung Electronics of a 10% price increase for components used in its EUV and DUV lithography machines, effective January 2027. The increase applies to consumable parts that need regular replacement and components required for repairs, including optical systems and light sources.
According to Korean media reports, both memory makers accepted the increase after negotiations.
Rising demand for memory chips, driven by the expansion of AI data centers, is prompting chipmakers to increase production capacity. Other major semiconductor equipment suppliers are also raising prices, reflecting a shift in pricing power toward equipment manufacturers as demand intensifies.