Sources: ASML has discussed raising prices for its EUV systems with TSMC and plans to charge 10% more for its DUV systems; TSMC is resisting ASML's plans
THE SO WHAT
If ASML can push through EUV and 10% DUV price hikes over TSMC resistance, the cost basis of advanced nodes moves up again—downstream chip buyers should expect tighter pricing and longer negotiations. Treat leading-edge capacity as a strategic asset and lock in multi-year supply where it matters most.
READ THE SOURCE
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