NuAxiSemiconductor trade intelligence
ASML's planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC's profitable fabs, potentially costing the Taiwanese chipmaker billions
What happened
ASML is reportedly planning price increases for existing Low-NA EUV tools, a move that could cost TSMC billions in additional capital expenditures. Despite TSMC's frustration, ASML CFO Roger Dassen confirmed that productivity gains justify these hikes, though implementation will take time due to long order lead times.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
EUV Lithography MachineLow-NA EUV Scanner
price-hikecapexlithography
Source and time
Source: Tom's Hardware · 7/17/2026 · View original source
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