ASML Eyes Price Increases On Chip Tools After Upbeat Q2 Earnings, Says Report

• ASML’s EUV tools are essential for the most advanced chips, while DUV systems handle higher-volume production.
• ASML has discussed higher prices for its advanced EUV systems directly with TSM, according to The Information.
• The company reported strong second-quarter results and raised its 2026 sales forecast to €43-€45 billion earlier on Wednesday.

Dutch semiconductor equipment giant ASML (ASML) is reportedly planning to raise prices on its critical lithography systems as it benefits from explosive demand for advanced chips used in artificial intelligence.

The Information reported the plans on Wednesday, citing people familiar with the matter. The report noted that the company is already drawing pushback from its largest customer, Taiwan Semiconductor Manufacturing Co. (TSMC).

NASDAQ-listed shares of the company traded 1% lower at the time of writing.  

ASML Weighs Price Increases

ASML has discussed higher prices for its advanced EUV systems directly with TSMC, according to The Information. Separately, it informed some customers, including Chinese chipmakers, of plans to charge 10% more for DUV systems. Some Chinese firms agreed, but TSMC is resisting increases on both EUV and DUV tools.

ASML’s EUV tools are essential for the most advanced chips, while DUV systems handle higher-volume production. In 2025, the company generated roughly €12 billion in net system sales from DUV and about €11.6 billion from EUV.

ASML’s Strong Earnings

The pricing talks coincide with strong demand. ASML reported strong second-quarter results and raised its 2026 sales forecast to €43-€45 billion, up from prior guidance of €36 billion to €40 billion, driven by AI and memory chip demand.

During the earnings call, CFO Roger Dassen acknowledged room for price improvements, citing a “pretty strong runway for potential price improvements going forward” for Low-NA (low numerical aperture) extreme ultraviolet (EUV) lithography systems. He noted that long order lead times mean pricing changes “doesn’t translate into pricing effects tomorrow.”

CEO Christophe Fouquet also pointed to the need for expanded manufacturing capacity to meet surging demand.

To meet surging demand, ASML plans to expand annual capacity for two key machine lines by 30% this year and is considering another 30% increase in 2028. China represented 33% of net system sales in 2025 but is expected to fall to about 20% in 2026 amid cooling demand and U.S. export restrictions.

How Did ASML Retail Traders React?

On Stocktwits, retail sentiment around ASML stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.

A Stocktwits user said that the upbeat earnings were expected but expressed doubts about the company’s “near-term direction.”

“The bigger question is how long this pricing environment can last. If demand continues to exceed available capacity, ASML’s ability to expand margins while growing volume highlights the strength of its unique position in semiconductor manufacturing,” another user wrote.

ASML stock has gained 64% year-to-date. 

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