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ASML is already reserving capacity for Musk’s Terafab
ASML said its 2027 and 2028 expansion plans already factor in demand from Elon Musk’s planned Terafab chip plant in Texas.
Image: iXBT
ASML says its capacity expansion plans for 2027 and 2028 already account for demand from Terafab, the planned chip manufacturing site in Texas tied to Elon Musk.
The Dutch chip equipment maker said on July 16, 2026 that the project is part of the customer planning it uses to map future production. According to chief financial officer Roger Dassen, ASML is in contact with all of its customers about their construction plans, and Terafab is included in that process.
“We are in dialogue with all our customers and know … what their construction plans are. Terafab is also part of those plans.”
Dassen also said ASML is close to fully booking its EUV lithography capacity for 2027 and has already received a significant number of extreme ultraviolet lithography orders for 2028.
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According to the source, Terafab is a project for what is described as the world’s largest semiconductor and AI chip factory, being developed jointly by Tesla, SpaceX, and xAI in Austin, Texas. The project’s main goal is to remove supply-chain bottlenecks by bringing every stage onto a single site: design, wafer production, combining logic with memory, and final packaging.
Computing Editor
Tomas lives in the terminal. He covers chips, laptops, and operating systems with a focus on performance and efficiency. He reads kernel changelogs the way other people read fiction, and he's always on the hunt for the perfect mechanical keyboard switch. If it processes data, Tomas has an opinion on it.
via iXBT
