ASML raises prices for the first time ever as orders stretch out to 2030
BenBajarin · x · 2026-10-15
Creative Strategies' read on ASML's Q3 2026: lithography demand is running ahead of ASML's planned tool output in both 2027 and 2028, and the company has used that leverage to raise prices on its most critical tools for the first time in its history, with customers asking to commit to 2029 and 2030. Productivity upgrades add wafer capacity inside existing fabs, making the installed base a second supply lever. The firm's WFE High case already embeds ASML's 2026 systems revenue and an 85-system 2027 Low-NA plan.
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