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Korean memory makers accept ASML parts price hike, leaving TSMC as the open question
What happened
Memory chipmakers have reportedly become the fastest-growing source of demand for ASML, and the two largest Korean memory makers have reportedly accepted higher replacement-part prices from the Dutch company. ASML is preparing to charge more for its most critical tools. Attention now turns to TSMC, ASML's largest customer, which according to earlier reports was an opponent of the price increases; whether TSMC accepts remains an open question.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ASML replacement parts for lithography toolsASML most critical tools
ASMLTSMCKorean memory makersreplacement partsprice hikelithography
Source and time
Source: DigiTimes Asia · 10/14/2026 · View original source
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