ASML Considers Price Increase for Low-NA EUV, TSMC Unhappy
Quick Report
According to ASML's second quarter financial results, the company is considering raising prices for its Low-NA EUV tools, which has reportedly upset its customers. ASML CFO Roger Dassen noted that the company is looking into price increases aligned with product value, as the company continues to enhance the productivity of its tools through software improvements and performance gains.
Starting in 2028, ASML will adjust the prices of its Low-NA EUV scanners—including TWINSCAN NXE:3800E for 2 nm nodes, TWINSCAN NXE:3600D for 3 nm and 5 nm nodes, and TWINSCAN NXE:3400C for 5 nm and 7 nm nodes. Taiwan's TSMC is giving ASML backlash but will likely comply, as there is no alternative source of EUV scanners that can perform the same tasks as ASML's equipment.
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