Business · 2h ago
ASML plans price hikes on Low-NA EUV machines, TSMC faces billions in extra costs
ASML intends to raise prices on its Low-NA EUV lithography machines, citing increased productivity. The move could cost TSMC billions and disrupt its expansion plans, as the foundry heavily invested in these systems. TSMC is reportedly frustrated by the potential cost increase.
Meridian48 take
ASML's price hike leverages its monopoly in EUV lithography, but TSMC's reliance on these tools gives it little leverage—a classic supplier squeeze in the chipmaking supply chain.
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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 →
Tom's Hardware
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