ASML Imposes First-Ever Blanket 10% Parts Price Hike on Samsung and SK Hynix

ASML has secured a blanket 10% price increase on all replacement parts for EUV and DUV systems supplied to South Korea. Samsung and SK Hynix accepted the terms after September negotiations, with new pricing applying from January 2027 — the first across-the-board hike on its installed base.

• 10% increase covers all EUV and DUV replacement parts from January 2027
• Samsung and SK Hynix accepted terms after September 2026 negotiations
• ASML parts have no alternative suppliers, leaving fabs with no leverage
• Installed Base Management revenue hit €2.76 billion in Q2 2026 at 54% gross margin