ASML Watch posted an update
ASML has completed negotiations to raise prices on some of its most critical chipmaking machines, with the increases expected to begin affecting revenue and margins in 2027 and reach their full impact in 2028, according to a Yahoo Finance article based on the company’s earnings call.
Why it mattersThe article attributes the update to ASML’s chief financial officer, Roger Dassen. It also says the company is looking at expanding capacity for 2028 beyond a previously considered 30% year-on-year growth target for certain EUV and immersion systems. The pricing detail adds a useful wrinkle to the familiar AI-chip demand story: ASML is looking at both more equipment and higher prices for key tools. How much should those planned price increases count as evidence of lasting pricing power, rather than a response to today’s shortage?
Discuss: How much should ASML’s planned price increases count as evidence of lasting pricing power, rather than a response to today’s shortage?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.