Prices won't stay at today's levels. Like-for-like increases are already on the table. ASML flagged them at 2Q26 earning…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-07-29
SemiAnalysis reports that semiconductor equipment price increases of 10-30% are already being negotiated industry-wide, underpinned by chipmakers' historically deep profit pools relative to tool costs.
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Extraction
Topics: semiconductor-equipmentequipment-pricingsemicap-marketpricing-power
Claims
- ASML flagged like-for-like price increases at its 2Q26 earnings call.
- TSMC cited tool price inflation as a major driver of its +15% capex guidance increase.
- Chinese customers are reportedly agreeing to +10% price increases on DUV equipment.
- TEL is reportedly discussing price increases of approximately 30%.
- Top-5 SemiCap revenue is at cyclical lows relative to big-4 chipmaker revenue, giving chipmakers room to absorb price hikes.
Key quotes
Prices won't stay at today's levels. Like-for-like increases are already on the table.
Chipmakers' profit pool has never been this deep relative to what the tools cost them.