ASML plans 10% price increase for Samsung and SK Hynix parts
ASML will reportedly lift prices for EUV and DUV system parts supplied to South Korea from January 2027 after talks with Samsung Electronics and SK Hynix.
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what happened
Seeking Alpha, citing The Elec, reports that ASML intends to increase by 10% the prices of replacement components used to service its EUV and DUV lithography equipment delivered to South Korea. The higher rates are due to begin with shipments in January 2027, after talks with Samsung Electronics (SSNLF) and SK Hynix.
The measure includes both consumables and major equipment components. The Elec described it as an unusual general price increase. An industry official told the publication that component costs have climbed broadly, while ASML may also be seeking to capture more of the profits earned by its customers.
Demand for machinery and parts has strengthened as companies invest in AI data centers and expand semiconductor capacity. In the previous year, ASML generated 8.19B euros from services, parts and upgrades for equipment already installed, equal to about 25% of total sales.
why it matters
The reported increase could raise maintenance costs for Samsung Electronics and SK Hynix. It also highlights the importance of services, parts and upgrades to ASML’s revenue mix.
instruments
sources
- ASML to raise prices of chipmaking parts for Samsung, SK Hynix by 10%: report — Seeking Alpha, 12 October 2026 at 12:44 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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