ASML Lifts Its Forecast and Moves to Raise Chip-Gear Prices — as TSMC Pushes Back

ASML, described by the AOL/Bing News report as the world's dominant supplier of the equipment needed to make high-tech computer chips, has raised its sales forecast and signaled that its machines are about to get more expensive.

According to the AOL report, ASML raised its 2026 sales forecasts, and the company's capacity upgrade helped soothe fears about a bottleneck in AI chip production. Breakingviews framed the move as ASML helping "keep the AI capex snowball rolling" — a reference to the massive spending fueling the AI boom.

At the same time, ASML is preparing to charge more. According to Qianer Liu of The Information (via Techmeme), sources say ASML has discussed raising prices for its EUV systems with TSMC and plans to charge 10% more for its DUV systems. The same reporting says TSMC — the world's largest contract chipmaker and a key ASML customer — is resisting those plans. The Information's headline confirms ASML is moving ahead with price increases "despite TSMC resistance."

The guidance boost coincided with a milestone for another customer. Tech Times reported that ASML raised its full-year guidance as Intel shipped its first High-NA EUV logic chip, and that Intel Foundry hit 85% yield and is winning chip orders as ASML validates the High-NA EUV technology.

Why it matters: ASML's tools sit at the center of nearly every advanced chip made worldwide, so both its rosier outlook and its plan to raise prices ripple straight into the cost and supply of the semiconductors powering the AI boom.