ASML Plans to Raise EUV System Prices and Hike DUV Systems 10% — TSMC Actively Resisting, per The Information Sources — Coincides With Company's Second Consecutive 2026 Guidance Raise as CEO Fouquet Cites 'Extremely Strong' AI Chip Order Intake

The Information reports that ASML has discussed raising prices on its EUV lithography systems with TSMC and plans to hike DUV system prices by 10%, with TSMC actively resisting the increases. The disclosure lands alongside ASML's July 15 Q2 print and second 2026 guidance raise, with the Dutch monopolist citing AI-chip demand as it commits to expanding both EUV and DUV production capacity ~30% annually for the next two years.