€9.3 Billion of Customer Money, and I Still Won't Count It
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One company on Earth makes the machine that prints the tiniest parts of the most advanced chips. So when there's only one store in town, who's paying extra?
• ASML's own annual report says it's the world's only maker of EUV machines. On Oct 14, 2026, it said some customers want to place orders for 2029 and even 2030
• ASML raised prices on its most critical products: some in 2027, full effect from 2028. That's the seller talking. It doesn't prove anybody pays more
• TSMC, the company that makes NVIDIA's chips, on its Oct 15, 2026 call: “The tool price inflation is real.”
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The skinny
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