NVIDIA Supplier TSMC Challenges ASML's Price Hikes: A Pricing Standoff on the Horizon?

Thursday, 17 October 2024, 21:22

NVIDIA supplier TSMC is poised to resist ASML's price hikes, potentially igniting a pricing standoff in the semiconductor industry. Analyst Ming-Chi Kuo highlights the implications for major players like Apple and ASML as tensions rise over EUV lithography costs.
Benzinga
NVIDIA Supplier TSMC Challenges ASML's Price Hikes: A Pricing Standoff on the Horizon?

NVIDIA Supplier TSMC Challenges ASML's Pricing

In a recent analysis, analyst Ming-Chi Kuo has pointed towards a looming pricing standoff between TSMC and ASML. This reflects TSMC's resistance to ASML's anticipated increases in equipment prices, particularly regarding its vital EUV lithography systems.

Implications for the Semiconductor Market

The possibility of a pricing standoff brings several implications for key players like Apple and others reliant on these semiconductor technologies. The impact could resonate through supply chains as the semiconductor sector continues to face market volatility.

  • The stakes are high in the semiconductor industry.
  • Potential market disruptions could emerge.
  • Investors should monitor the evolving situation.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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