• 2 min read
ASML Is Already Reserving Capacity for Musk’s Terafab
ASML says its 2027 and 2028 expansion plans already account for demand from Elon Musk’s planned Terafab chip plant in Texas.
Image: iXBT
ASML says its capacity expansion plans for 2027 and 2028 already factor in demand from Terafab, the planned Texas chip factory tied to Elon Musk.
The Dutch lithography giant said the ramp reflects expected orders from the project, which is being developed in Austin, Texas by Tesla, SpaceX, and xAI. According to the company, it is increasing production as it prepares for that demand.
“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.
Recommended reading
Samsung 990 SSD hits 7,250 MB/s with a 2TB option
Terafab is described as a project for the world’s largest semiconductor and AI chip factory. Its stated goal is to remove supply-chain bottlenecks by bringing multiple stages of chip production onto a single site, including:
- design
- wafer manufacturing
- combining logic with memory
- final packaging
That would make the facility far more vertically integrated than a typical chip operation, with ASML’s EUV tools likely central to its manufacturing plans.
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
