According to the latest information from the second quarter financial results, ASML is considering raising prices for its Low-NA EUV tools, which is reportedly upsetting its customers. ASML CFO Roger Dassen has noted that the company is looking into price increases for these tools, aligning its pricing strategy with product value. As the company continues to enhance the productivity of its tools, ASML plans to adjust pricing accordingly. The company operates a business unit called Installed Base Management, which focuses on maintaining and improving existing machines. Most of the recent productivity gains have come from ASML's software that operates EUV machines, and the company recently confirmed that:

ASML CFO Roger Dassen When it comes to Low-NA pricing, of course, you know that we keep on increasing the productivity of the Low-NA tool. Of course, that gives us a pretty strong runway for potential price improvements going forward... Value-based pricing is the concept that we follow within ASML. In the current environment, of course, the value for customers is higher than in other circumstances.