ASML is exploring increasing prices for its Low-NA EUV lithography systems, citing improved productivity and value delivered to customers, with potential effects on systems delivered from late 2028 onward. This prospect has already upset TSMC, ASML's largest client, as it could add billions to its capital spending and raise manufacturing costs for leading-edge chips. TSMC's roadmap relies on extending Low-NA EUV through 2030, making it highly sensitive to any price adjustments.