BigGo Finance · 10-12 11:35 KST
ASML raised parts prices for Korean customers by about 10%, and acceptance by Samsung and SK Hynix could trigger broader equipment price hikes. For Hynix, higher capex and depreciation may pressure margins and valuation.
Investing.com 香港 - 股市報價& 財經新聞 · 10-12 11:26 KST
Memory-themed ETFs remain sluggish as Samsung and SK hynix accept ASML equipment price hikes, spreading semiconductor cost pressure. Rising costs may squeeze margins short-term, but signal still-strong industry capacity expansion demand.
Yahoo新聞 · 10-12 10:54 KST
ASML raised equipment prices for Samsung and SK hynix and may be negotiating with TSMC, with AMAT and TEL also planning hikes. Broadly rising equipment costs squeeze SK hynix's capex and margins, a short-term negative, though it signals strong equipment demand.
LINE TODAY · 10-12 10:45 KST
ASML has raised equipment prices for Samsung and SK hynix, with Applied Materials and Tokyo Electron also moving to raise prices and possibly negotiating with TSMC. Higher equipment costs will increase SK hynix's capex and depreciation burden, squeezing future margins and posing a mild negative for the stock.
富聯網 · 10-12 09:29 KST
ASML plans to raise component prices for Korea by 10% starting next year, lifting equipment and maintenance costs for Samsung and SK Hynix. For Hynix, cost pressure could squeeze margins, though the impact depends on procurement and bargaining power.
CMoney · 10-12 08:43 KST
Community chatter suggests Samsung and SK Hynix's lucrative memory business prompted ASML to raise component prices by 10% to share profits. The claim originates from a retail forum with little substantive backing, so its stock impact is limited and investors should not trade on it.
TechNews 科技新報 · 10-12 08:34 KST
ASML notified Samsung and SK Hynix of a 10% component price hike, citing their lucrative memory profits, and both agreed. The move may raise Hynix's equipment maintenance costs, but the impact is limited, keeping the stock neutral in the short term.
中時新聞網 · 10-12 05:10 KST
ASML notified Samsung and SK Hynix of roughly 10% component price hikes, citing their highly profitable memory businesses. The move may slightly raise Hynix's equipment maintenance costs, but the stock impact is limited and neutral.