ASML has decided to raise replacement parts prices for equipment supplied to the Korean market by a uniform 10%, with Samsung Electronics and SK Hynix accepting the plan, per Korean tech media The Elec on October 10. New prices take effect for products delivered from January 2027. ASML communicated the increase through its Korean subsidiary in early September 2026, confirmed after procurement negotiations.
The increase covers all parts for EUV and DUV lithography systems, including regularly purchased consumables and core components replaced due to failure or degradation—guide lenses, mirrors, light sources, and precision motion control systems. ASML previously adjusted individual part prices only when raw material costs surged or specific materials were hard to source, making a blanket 10% hike rare.
ASML's installed base business—service, spare parts, and upgrades—is substantial. In 2025, it generated EUR 8.193 billion, or 25% of total revenue of EUR 32.667 billion, and the company expects over 30% growth in this segment in 2026. Parts price increases contribute directly and steadily to profit, since this revenue depends on global installed base maintenance rather than new equipment delivery timing.
New equipment prices also face upward pressure. ASML is negotiating equipment price hikes with major customers. The Information reported in July that ASML notified customers of a 10% DUV price increase, with some mainland China customers accepting, but TSMC, its largest customer, reportedly opposed. Samsung and SK Hynix accepting parts increases confirms ASML's pricing power in Korea, but TSMC's stance remains the key variable for whether equipment price hikes fully land.
This wave is not ASML alone. Applied Materials announced price increases for new and old products in its August earnings, and Tokyo Electron said in July it is adjusting equipment prices. AI data center investment is driving simultaneous expansion at memory and logic fabs, spiking equipment and parts orders. Tight supply plus inflation and rising raw material costs have clearly strengthened supplier negotiating power, breaking the old norm where chipmakers used purchasing scale to push prices down.
ICgoodFind Summary: ASML's parts price hike landing with Korea's memory duo marks a real rise in equipment supplier bargaining power during the AI expansion cycle. As fabs earn excess profits, upstream suppliers want a bigger share—and this profit redistribution chain has only just begun.
