ASML will raise the price of all replacement parts sold to South Korea by 10%, with the new pricing taking effect for products delivered from January 2027. According to Sina Finance, the increase covers all parts for extreme ultraviolet and deep ultraviolet lithography tools, and Samsung Electronics and SK Hynix have accepted the plan after discussions with ASML's Korea subsidiary.
The price increase applies to consumables bought for routine use as well as major core components replaced because of failures or performance degradation. Industry sources said ASML has rarely raised prices across all parts at once, and usually adjusted only specific items when raw material costs surged or procurement of certain materials became difficult.
ASML separately tracks revenue from services, parts and upgrades for installed equipment. Last year, that business generated 8.193 billion euros, or 25% of the company's total sales of 32.667 billion euros. ASML expects revenue growth in that segment to exceed 30% this year.
After the parts increase, the price of newly ordered complete systems may also rise, and the company is in talks with major customers about higher equipment prices. Industry observers said Samsung Electronics and SK Hynix's acceptance of the broad increase could strengthen the pricing power of other semiconductor equipment and parts suppliers.
The wave of price increases has already spread. Applied Materials said at its August earnings call that prices had been raised for both new and existing products, while Tokyo Electron said at its late-July earnings briefing that it was pushing through price adjustments to offset higher costs, including for equipment already in the market. Advanced Energy Industries also said some product lines had already become more expensive.
The broader price increases reflect a supply-demand imbalance. Investment tied to artificial intelligence data centers has pushed memory chip makers and foundries to expand output at the same time, driving a surge in equipment and parts orders, while suppliers need time to expand capacity. Rising inflation and higher raw material costs have added further pressure.