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Can HBM Growth Offset Cost Pressures as ASML Component Prices Rise 10%?

Can HBM Growth Offset Cost Pressures as ASML Component Prices Rise 10%?

TradingKey – According to South Korean semiconductor media outlet The Elec citing industry sources, ASML will implement a uniform 10% price increase on replacement parts for EUV and DUV lithography equipment supplied to the South Korean market, with the new prices applying to parts delivered starting January 2027. Procurement departments at Samsung Electronics and SK Hynix have accepted the price hikes, though the report did not disclose procurement amounts or specific contract terms.

During the Asian trading session on October 12, as of press time, SK Hynix was trading at 1.613 million won (approximately $1,210), down 4.05%.

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[Source: TradingView]

ASML Component Price Hikes May Increase Maintenance Costs

According to a report by The Elec,…

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