Report: ASML plans to raise lithography machine prices, TSMC expresses opposition

``` According to The Information citing informed sources, ASML is planning to raise the prices of its chip manufacturing equipment. Its largest customer, TSMC, has already objected to the Dutch lithography machine manufacturer’s price hike plan. ASML closed down 0.41% on Wednesday. ASML manufactures extreme ultraviolet (EUV) lithography machines necessary for producing advanced semiconductors. Driven by the artificial intelligence boom, demand for the company’s equipment continues to surge. RBC Capital Markets analysts including Srini Pajjuri said in a report on Monday that strong performance by ASML’s major customers—including TSMC, Samsung Electronics, and SK Hynix—means the current market environment is “ripe for a price increase.” ASML Chief Financial Officer Roger Dassen also mentioned on Wednesday’s earnings call that the company may adjust the pricing of its lower numerical aperture (Low NA) EUV lithography machines. He stated: “We continue to improve the manufacturing efficiency of Low NA EUV equipment, so this provides quite a bit of room for potential price increases in the future.” However, he added that due to the long lead times of equipment delivery, even if prices are adjusted, the pricing effect “will not be reflected tomorrow.” That same day, ASML also announced its second annual sales forecast increase this year and plans to expand production capacity to meet continuously growing market demand. The company expects net sales to reach 43 to 45 billion euros (about $49.2 billion to $51.5 billion) in 2026, higher than analysts’ general forecasts. Meanwhile, ASML said that its customer Intel has begun using the company’s most advanced lithography machines for chip production. ASML CEO Christophe Fouquet believes this shows the equipment is now commercially viable, which is a positive sign. Previously, TSMC stated that ASML’s most advanced high numerical aperture (High NA) EUV lithography machines have a unit price exceeding 350 million euros (about $410 million), which is too expensive for mass production and currently only suitable for research and development purposes. Risk Warning and Disclaimer The market involves risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account individual users’ special investment objectives, financial circumstances, or needs. Users should consider whether any opinions, views, or conclusions in this article are appropriate for their specific circumstances. Investing on this basis is at your own risk. ```