ASML Reportedly Plans 10% Parts Price Hike in South Korea for 2027, With Equipment Prices Also Under Review

Reported 10% Across-the-Board Parts Increase for South Korea

ASML has notified Samsung Electronics and SK hynix, through its South Korean subsidiary in early September 2026, of a planned uniform 10% increase on replacement parts for lithography systems delivered to South Korea, with the new prices applying to shipments beginning January 2027. The reported increase covers both extreme ultraviolet (EUV) and deep ultraviolet (DUV) systems and spans regularly purchased consumables as well as major components replaced after failure or performance degradation, according to industry sources cited by The Elec and reported by TrendForce and ICGOODFIND. TrendForce characterized the move as unusual, noting that ASML has historically adjusted individual part prices only in response to specific raw-material cost spikes or supply shortages rather than applying a blanket percentage hike.

Customer Response and Equipment-Price Discussions

Samsung Electronics and SK hynix have accepted the parts-price plan after procurement negotiations, ICGOODFIND reported, citing The Elec. The same TrendForce and ICGOODFIND write-ups indicate ASML is separately discussing higher prices for newly ordered lithography equipment with major customers, with ICGOODFIND referencing a July report from The Information that ASML had notified customers of a 10% DUV price increase; some mainland China customers accepted, while TSMC, ASML's largest customer, reportedly opposed. Both lead sources frame the South Korean acceptance as evidence of ASML's pricing power in the region, while TSMC's stance remains the key unresolved variable for any equipment-side increases.

Scale of the Installed-Base Business

ASML's installed-base business — service, spare parts and upgrades — generated €8.193 billion in 2025, or roughly 25% of its €32.667 billion total revenue, according to figures cited in both the TrendForce and ICGOODFIND reports. The same reports state ASML expects more than 30% growth in this segment in 2026. TrendForce and ICGOODFIND both note that parts revenue is tied to global installed-base maintenance rather than the timing of new equipment deliveries, making the increase a more direct and steady contribution to profit.

Demand Backdrop and Broader Supplier Pricing Moves

Both lead reports link the price push to strong lithography demand and AI-driven fab expansion, with TrendForce noting that ASML's existing EUV machines, priced at about US$200 million each, are nearly sold out through 2027 and that major chipmakers are committing to next-generation High-NA EUV systems priced at roughly US$400 million. ICGOODFIND adds that Applied Materials announced price increases for new and legacy products with its August earnings and that Tokyo Electron said in July it is adjusting equipment prices, framing the ASML move as part of a broader shift in supplier negotiating power as memory and logic fabs expand capacity simultaneously.

Pending Confirmation and Earnings Context

The parts-price plan remains a reported, prospective change tied to deliveries from January 2027 rather than a confirmed price action, and the two lead sources describe Samsung Electronics' and SK hynix's acceptance on the basis of cited industry reporting. ASML is scheduled to report its latest earnings on October 14, according to TrendForce, which both reports flag as the next major confirmation point for the company's pricing and installed-base outlook.