ASML Weighs 10% Price Hike for Samsung and SK Hynix Parts

what happened

ASML is preparing to lift prices by 10% for replacement parts used in advanced lithography equipment supplied to Samsung Electronics and SK Hynix. Gurufocus, citing The Elec, reports that the new prices will apply to deliveries starting in January 2027 and cover components for both extreme ultraviolet, or EUV, and deep ultraviolet, or DUV, systems.

The reported change would span a wide range of consumables and larger maintenance components, rather than being limited to selected products. An industry official quoted by The Elec attributed the move partly to rising component costs, while also suggesting that ASML could be seeking a greater share of the profits generated by its customers.

Both Samsung Electronics and SK Hynix are expanding capacity tied to artificial intelligence, including high-bandwidth memory production. That is supporting demand for semiconductor equipment and replacement components needed to maintain existing lithography systems. ASML recorded 8.19 billion in revenue from services, parts and upgrades last year, equal to roughly 25% of total sales.

why it matters

The report highlights the growing value of ASML’s installed base as a recurring-revenue source beyond initial machine sales. Market participants will be watching service revenue, margins, upgrade demand and whether pricing changes reach other regions or customers. For Samsung Electronics and SK Hynix, higher parts costs add to spending associated with AI-related capacity expansion.

instruments