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Nikon weaponizes lower prices to break ASML's lithography monopoly: why this signal is getting harder to ignore

Nikon’s pitch to customers comes after a brutal stretch for the business: Nikon shipped 11 ArF systems in its fiscal year ending March 2024 and none across the first three quarters of its 2025 fiscal year, according to company figures reported by TrendForce , against ASML's grip on more than 80% of the lithography market. Competing on price like this targets a segment of the market that ASML doesn’t outright dominate. This piece sits on 1 source layers, but the real value is showing why the story should not be skimmed past too quickly.

Nikon’s pitch to customers comes after a brutal stretch for the business: Nikon shipped 11 ArF systems in its fiscal year ending March 2024 and none across the first three quarters of its 2025 fiscal year, according to company figures reported by TrendForce , against ASML's grip on more than 80% of the lithography market. Competing on price like this targets a segment of the market that ASML doesn’t outright dominate. The signal is strong enough to deserve attention, but it still needs to be read as something developing rather than fully settled.

Emerging The topic has initial corroboration, but the newsroom is still waiting on stronger confirmation.
Reference image for: Nikon weaponizes lower prices to break ASML's lithography monopoly: why this signal is getting harder to ignore
Reference image from Tom's Hardware. Tom's Hardware

Nikon’s pitch to customers comes after a brutal stretch for the business: Nikon shipped 11 ArF systems in its fiscal year ending March 2024 and none across the first three quarters of its 2025 fiscal year, according to company figures reported by TrendForce , against ASML's grip on more than 80% of the lithography market. Competing on price like this targets a segment of the market that ASML doesn’t outright dominate. While it holds an obvious monopoly position on extreme ultraviolet (EUV) systems used for the most advanced chipmaking processes, ArF immersion is a type of mature deep ultraviolet (DUV) work, and the majority of patterning steps, even on a 3nm chip, still run on it. Tom's Hardware is the main source layer for now, and the rest should be read as a signal that is still widening. On the device side, the useful angle is whether a technical change actually alters feel, lifespan, or upgrade cost in real use.

What is happening now

Nikon’s pitch to customers comes after a brutal stretch for the business: Nikon shipped 11 ArF systems in its fiscal year ending March 2024 and none across the first three quarters of its 2025 fiscal year, according to company figures reported by TrendForce , against ASML's grip on more than 80% of the lithography market. Tom's Hardware form the main source layer behind the core facts in this piece.

Where the sources line up

Tom's Hardware is the main source layer for now, and the rest should be read as a signal that is still widening. Competing on price like this targets a segment of the market that ASML doesn’t outright dominate. Tom's Hardware form the main source layer behind the core facts in this piece. With devices, practical impact usually shows up in battery life, heat, stability, and long-term usability rather than in a few flashy headline numbers. The readers who should care most are the ones planning to replace a device, buy an accessory, or upgrade a work setup in the next few months.

The details worth keeping

While it holds an obvious monopoly position on extreme ultraviolet (EUV) systems used for the most advanced chipmaking processes, ArF immersion is a type of mature deep ultraviolet (DUV) work, and the majority of patterning steps, even on a 3nm chip, still run on it. On the device side, the useful angle is whether a technical change actually alters feel, lifespan, or upgrade cost in real use.

Why this matters most

The signal is strong enough to deserve attention, but it still needs to be read as something developing rather than fully settled. With 1 source layers on the table, the part worth reading most closely is where firm facts meet the market's early reaction. ASML's advanced ArF immersion machines average around $82. 5 million per unit , leaving room for a cheaper rival.

What to watch next

The next readout is price, device coverage, and whether the change feels real once the hardware reaches users. Patrick Tech Media will keep checking rollout speed, user reaction, and how Tom's Hardware update the next pieces. From 1 early signals, the piece keeps 1 references that are useful for locking the main details in place. That is why the useful reading move is not to stop at the headline, but to compare the promise, the workflow change, and the likely cost before deciding anything.

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