Samsung and SK Hynix accept 10%+ ASML parts price hike from January, TheElec reports
tengyanAI · x · 2026-10-13
TheElec reports Samsung and SK Hynix have both accepted ASML's 10%+ price increase on replacement parts starting January, while TSMC pushed back on a DUV hike in July. Analysis: with memory selling prices nearly quadrupling, paying 10% more to keep fabs running is an easy call—ASML is pricing off memory's windfall. Watch installed base revenue vs. the €2.9B guide in the next earnings.
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