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ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry.

Drawn from what Dylan Patel said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    You can you can take the margin like Nvidia takes the margin. memory players are taking the margin, but ASML has never risen the price more than they've increased the capability of the tool. Um, and so in a sense, they've always provided net benefit to their customer.

    Where this was said

    Watch from 0:45:42 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    13 Mar 2026 · video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 10th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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