ASML Raises Parts Prices by 10% Across the Board; Samsung and SK Hynix Accept, Equipment Cost Pressures Spread
nashnova research
ASML is raising prices on all spare parts for Korean clients by 10%, effective January 2026. Samsung and SK Hynix have agreed — a signal that pricing power in semiconductor equipment is tilting decisively toward suppliers.
What exactly is getting more expensive?
ASML notified Samsung and SK Hynix through its Korean subsidiary. The increase covers every spare part for both EUV and DUV lithography tools.
That includes routine consumables and critical components replaced on failure — optical systems, light sources, precision drive units.
This means → it is not one category of parts going up. The entire maintenance chain around a lithography tool is repricing at once, lifting the total cost of ownership.
Why is this move unusual?
ASML's past practice was to adjust prices part by part, only when raw-material costs spiked or a specific material became hard to source.
A blanket 10% increase across all parts is rare and widely seen as an abnormal step.
An industry source noted that component costs have risen, but ASML is also seizing a moment when customers' own profits are improving to widen its own margins.
In plain terms = customers are making money, so the supplier is claiming a bigger share — and with near-monopoly pricing power, customers have little room to refuse.
How much revenue does this unlock for ASML?
ASML books equipment servicing, spare parts, and upgrades as a separate line. In 2024 that segment brought in €8.19 billion — roughly 25% of total revenue of €32.67 billion.
The company expects this segment to grow more than 30% this year; the parts price hike will further support margins.
This means → servicing and parts are no longer just "after-sales." They are a quarter of ASML's revenue and its fastest-growing profit engine.
Are the tools themselves getting pricier too?
Beyond parts, ASML is negotiating price increases on new equipment with major clients.
The Information previously reported that ASML told Chinese chipmakers and other customers that DUV tool prices would rise 10%; some have accepted.
However, TSMC — ASML's single largest customer — is reportedly pushing back on equipment price hikes.
This reflects a negotiation that is just beginning. TSMC's stance will set the ceiling on how far whole-tool prices can climb.
Is ASML the only one raising prices?
Applied Materials said in its August earnings call that prices on both new and existing products have risen.
Tokyo Electron said in late July it is pushing through price adjustments on tools already on sale.
Plasma-power equipment maker Advanced Energy also announced price increases on select product lines.
In plain terms = this is not one company's isolated move. It is an industry-wide repricing wave across semiconductor equipment.
What is driving the repricing wave?
The AI-datacenter investment boom is pushing memory and foundry makers to expand capacity simultaneously, sending equipment and parts orders surging.
Suppliers need time to add capacity, while inflation and raw-material costs raise their own cost base.
An industry source warned that as wafer starts keep climbing, large-scale supply gaps will emerge in consumables as well.
This means → Samsung and SK Hynix accepting the hike may embolden other suppliers to follow — the repricing chain is propagating from upstream equipment makers across the entire industry.
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