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Digitimes October 15, 2026 By DIGITIMES neutral

Korean memory makers accept ASML parts price hike, leaving TSMC as the open question

TSMCASMLSemiconductorsMemoryManufacturingSupply Chain
Memory chipmakers have become the fastest-growing source of demand for ASML, and the two largest of them have reportedly accepted higher replacement-part prices from the Dutch company. Attention now turns to TSMC, ASML's largest customer and, according to earlier reports, an opponent of price increases, as the lithography supplier prepares to charge more for its most critical tools.
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