$ASML IS SET TO RAISE PRICES — TSMC PUSHES BACK HARD 🔥
ASML's CFO confirmed on Wednesday that low-NA EUV price adjustments are likely, citing productivity gains. But TSMC, the largest customer, is already opposing the move. The long order cycle means no immediate impact, but the structural conflict between a monopolistic supplier and its key client creates clear resistance zones for the stock.
Volume is picking up as the market digests this supply chain tension. I'm watching how price reacts near the recent high — a break above would signal conviction. Do you see TSMC's pushback as a short-term hurdle or a longer-term risk?
Not financial advice. Always manage your risk.
#ASML #TechStocks #SupplyChain #EarningsCall #MarketStructure 🔥