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$ASML

BULLISH2026-10-13
Price around the call
↑ 2026-10-13
By horizonMaturing · ~11 trading days to go
1d
…
5d
✓ +1.2%
21d
…
Original post
Teng Yan · 2026-10-13

Samsung will pay +10% for ASML's replacement parts starting January TheElec reports Samsung and SK Hynix both accepted it. TSMC reportedly pushed back on a DUV price hike in July. when your selling price nearly quadruples, paying 10% more for the parts keeping your fabs running is an easy decision. that's why the $ASML hike went through. ASML is starting to price off memory's windfall. the earnings line i'd watch tomorrow: installed base revenue vs. the ~€2.9B guide.

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