ASML Factors Musk's Terafab Into Capacity Plans
elonmusk · x · 2026-07-15
ASML stated that its 2027 and 2028 capacity expansion plans announced today already account for the demand from Elon Musk's planned Terafab chip factory in Texas.
CFO Roger Dassen mentioned that ASML is communicating with all customers regarding their factory construction plans, with Terafab being a part of these roadmaps. He added that ASML's 2027 EUV capacity is already heavily subscribed, and a significant portion of the 2027 extreme ultraviolet orders has also been secured.
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