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ASML To Samsung and SK SK hynix lithography machine components to see uniform price increases 10%，AI Capacity-expansion boom drives up equipment costs
BlockBeats reports,October 10, according to Korean media reports,ASML has notified Samsung Electronics and SK SK hynix that EUV、DUV prices for lithography machine components 10%for the South Korean market will be raised uniformly, covering consumable parts replaced regularly and core components required for fault repairs, including optical systems, light sources, and precision drive units. Following consultations between the procurement departments of both parties, the memory-chip giants have accepted the price-increase proposal, with the relevant adjustments expected to take effect January next year.
This across-the-board uniform price increase is relatively rare.ASML Previously, it typically adjusted prices separately only for components affected by rising raw-material costs or tight supply of specific materials. Meanwhile, the company is negotiating price increases for new equipment with major customers. According to previous reports, equipment manufacturers including Applied Materials and Tokyo Electron have also moved forward with product price increases, and the price-hike trend in the semiconductor equipment industry is spreading.AI Data-center investment is driving memory-chip and foundry companies to expand capacity, releasing concentrated demand for equipment and components. Suppliers need time to expand production, and, combined with inflation and raw-material cost pressures, bargaining power in the equipment supply chain is shifting toward suppliers. The report said TSMC had previously opposed ASML equipment price increases, indicating that customers still differ in their acceptance of rising costs.
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