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ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

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digitimes.com 2026-07-16

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed

ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power

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digitimes.com 2026-07-16

An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that

Cadence Design Systems (CDNS) Could Be 3% Undervalued Ahead Of July 27 Earnings - Yahoo Finance

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finance.yahoo.com 2026-07-16 Yahoo Finance

Nvidia’s China opening could unlock surprise earnings upside - thestreet.com

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www.thestreet.com 2026-07-16 thestreet.com

NVIDIA & 2 Best Earnings Growth Stocks to Buy for 2H 2026 - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-16 Yahoo Finance UK

ETFs with major Taiwan Semiconductor stakes are in focus ahead of earnings - Seeking Alpha

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seekingalpha.com 2026-07-16 Seeking Alpha