ASML Holding is considering increasing the prices of its Low-NA EUV lithography tools, moving beyond a model solely based on wafer throughput to capture the full value its technology provides. This potential price adjustment, which would likely affect systems delivered from late 2028 onward, has reportedly caused dissatisfaction among its largest client, TSMC. ASML's CFO, Roger Dassen, indicated that while current contracts may limit short-term price hikes, the company sees flexibility for price improvements due to the substantial value and advanced features its tools offer. AI
IMPACT Potential price increases for critical semiconductor manufacturing equipment could impact the cost and availability of AI hardware components.
RANK_REASON ASML, a key supplier in the semiconductor industry, is considering a significant pricing strategy change for its high-demand EUV tools, impacting major clients like TSMC.
Read on Mastodon — fosstodon.org →
- ASML Holding
- High-NA EXE
- Low Na Euv
- NXE:3800E
- NXE:3800F
- NXE:4200G
- NXE:4200H
- Roger Dassen
- The Information
- TSMC
- Twinscan NXE
AI-generated summary · Google Gemini · from 2 sources. How we write summaries →
