ASML stock

On October 10, 2026, ASML Holding NV notified key South Korean customers Samsung Electronics and SK Hynix of an across--the--board 10% price hike on replacement components and consumables for extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography systems, effective January 2027. The price adjustment covers core maintenance modules—including optical systems, light sources, and precision drive mechanisms—marking a shift from ASML's historical practice of selective, raw--material--linked price adjustments. Driven by surging capacity requirements for AI data centers and high--bandwidth memory (HBM) production, the revision reinforces ASML's pricing power and is expected to expand service margins across its installed base management segment.

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