Is an offensive and defensive battle taking place? Rumor has it that ASML plans to raise the price of EUV equipment, but Ming-Chi Kuo denies that TSMC will cut the price instead.

According to market rumours,TSMCAn equipment purchase agreement will be launched with ASML in 2025. ASML wants to raise prices by 3~5%, but Tianfeng International analyst Ming-Chi Kuo believes that TSMC should push ASML to lower prices.

According to industry news, ASML and TSMC executives will soon enter into an equipment purchase agreement for 2025. ASML will not reduce prices, but they want to increase the target by 3~5%. ASML did this because it saw that TSMC needed separate equipment and that they had to develop and promote it together.

However, Ming-Chi Kuo posted on the

ASML’s third quarter order volume was 2.63 billion euros (about US $2.87 billion), far below market and analyst expectations. In terms of total net sales in 2025, ASML was also revised down to 30 billion to 35 billion euros, with a gross profit margin of 51 to 53% next year, which is lower than the previous guidance given by the company passed.

ASML CEO Christophe Fouquet said this was largely due to the lag in customer demand for extreme ultraviolet (EUV) light. careful.”

In contrast, TSMC’s third quarter revenue was NT$759.69 billion, a quarterly increase of 12.8% and an annual increase of 39%, setting a new quarterly high and exceeding the financial forecast. high of NT$754 billion; profit margin was 57.8%, the operating profit margin is 47.5%, and the net profit margin after tax is 42.8%, which is an outstanding performance chart.

Wondering if there is a bubble in AI? Wei Zhejia, chairman of TSMC, believes that “AI is real.” Currently, there are large cloud customers and many AI innovators collaborating with TSMC AI and machine learning (ML) are also used in TSMC factories % revenue can increase by 1 billion yuan I believe TSMC is not the only company to benefit from AI. He believes that the demand for AI is just beginning “Major customers say that the demand is crazy now and has just started. It is expected to continue for several years.”

(Source of first image:ASML)

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