On July 16, according to sources cited by The Information, ASML is planning to increase the prices of its chip-manufacturing equipment. This move is likely to spark a conflict with its biggest client, TSMC, which has already voiced its opposition. ASML's EUV (Extreme Ultraviolet) equipment plays a pivotal role in the production of cutting-edge semiconductors. Moreover, the burgeoning development of artificial intelligence is fueling a substantial surge in demand for such equipment.

During Wednesday's earnings call, ASML Chief Financial Officer Roger Dassen indicated that the company might raise the prices of its less advanced low-numerical-aperture EUV equipment. He highlighted that continuous enhancements in production efficiency offer robust backing for potential price hikes in the future. Nevertheless, given the lengthy order cycles, any price adjustments will not be implemented right away.