ASML has raised component prices by 10% across the board for its South Korean clients, with Samsung and SK Hynix accepting the increase, effective January next year.

ASML, the world's largest semiconductor equipment manufacturer, announced a 10% across-the-board price increase for all spare parts of its EUV and DUV lithography machines sold to South Korean customers. Samsung Electronics and SK Hynix have accepted the proposal, with the price hike officially taking effect in January 2027. Industry observers believe this move signals an accelerating shift in pricing power within the semiconductor equipment supply chain towards suppliers, with industry cost pressures continuing to spread. According to South Korean tech media The Elec, ASML notified customers last month that the price increase covers all replacement equipment parts, including consumables and core components. Concurrently, ASML is negotiating price increases for new equipment with major customers, and expectations for higher equipment body prices are also rising. Equipment giants such as Applied Materials and Tokyo Electron have also announced price increases. This round of price hikes is primarily driven by a structural supply-demand imbalance caused by the AI data center investment boom and rising raw material costs.