ASML will raise prices on replacement parts for the lithography tools it supplies in South Korea by a flat 10 percent, starting in January 2027.
The increase was presented to the two main customers through the company’s Korean subsidiary in early September and finalized after talks with purchasing teams, according to industry sources.
It covers the full parts catalogue for both EUV and DUV systems, from consumables that wear out on schedule to the critical optics, light sources and precision drive units swapped out when a machine faults or drifts below specification.
The striking part is the response. Samsung Electronics and SK hynix accepted the terms without pushing back, according to the reports.
Parts and service generated about EUR 8.2B for ASML in 2025, roughly a quarter of company revenue. That is the base this increase builds on.
Analysts expect the move to ripple outward. If the toolmaker with the deepest moat can reprice its aftermarket, other equipment and component suppliers have cover to follow.
The wider read is that pricing power is rotating away from finished chips and toward the machines and parts that make them, at a moment when fabs are committing record sums to capacity.
For Korean memory makers, the surcharge lands as a small but symbolic cost, arriving just as DRAM prices climb and margins reach multi-year highs.
