ASML Reports Strong Pricing Power and Plans Major Capacity Expansion Amid TSMC's Resistance to Surcharges

1. ASML CFO Roger Dassen states market conditions provide greater pricing power from July 2026 onward Newsworthy Reliable Very positive
2. TSMC reportedly resists higher price surcharges according to media reports, though no official comments from either company Newsworthy Plausible Negative
3. ASML’s advanced EUV lithography system capacity is nearly fully booked through end of 2027, limiting customer alternatives Newsworthy Reliable Neutral
4. Planned 30% increase in Low-NA EUV system capacity for 2027, with further 30% increase considered for 2028 Newsworthy Reliable Very positive
5. ASML plans significant expansion in DUV immersion system production alongside EUV capacity growth Relevant Reliable Very positive
6. In Q2 2026, ASML reported €9.3 billion revenue, 54% gross margin, and €2.9 billion net profit with 86 new systems sold Newsworthy Reliable Very positive
7. No official confirmation of a significant price increase for Low-NA EUV systems despite speculation Relevant Reliable Neutral
8. ASML emphasizes better pricing opportunities across portfolio but specific systems affected remain unconfirmed Relevant Reliable Neutral

Type: standard news · Analysis confidence: 95%

Used in syntheses

• ASML reports strong Q2 2026 results with €9.3B revenue and 54% gross margin • Raises 2026 guidance to €43-45B • Plans 30% EUV capacity expansion in 2027 and considers another 30% in 2028 amid AI-driven chip demand • Faces China export reduction from 27% to 14% • Analysts divided on valuation with some bullish $2,259 target and concerns over premium P/E