BlockBeats News, July 16th, according to sources familiar with the matter cited by The Information, ASML is planning to raise the prices of its chip manufacturing equipment, a move that may lead to a conflict with its largest customer, TSMC.
It is reported that TSMC has started to oppose this plan. ASML's advanced EUV equipment is necessary for chipmakers to produce advanced semiconductors, and the demand is soaring due to the advancement of artificial intelligence.
ASML's CFO, Roger Dassen, mentioned during the company's earnings call on Wednesday that they may adjust the prices of its less advanced equipment—low-numerical aperture EUV. He stated, "We continue to enhance the productivity of our low-NA EUV, naturally providing us with a pretty strong trajectory for potential price increases in the future." However, he added that due to the long order cycle, any price changes will not have a pricing impact "tomorrow."
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