According to BlockBeats, on July 16, The Information, citing sources familiar with the matter, reported that ASML plans to raise prices for its chip manufacturing equipment, a move that could potentially clash with its largest customer, TSMC.
It is understood that TSMC has begun to oppose the plan. ASML's advanced EUV equipment is essential for chip manufacturers to produce advanced semiconductors, and artificial intelligence is driving a surge in demand for it.
ASML Chief Financial Officer Roger Dassen mentioned on Wednesday's earnings call that there might be price adjustments for the company's less advanced equipment—the low numerical aperture (LNA) EUV. He stated, "Our continued efforts to improve the production efficiency of LNA EUV naturally provide considerable room for potential future price increases." However, he added that due to the long order cycles, any price changes would not have a pricing impact "tomorrow."
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