Elon Musk named ASML the greatest company in Europe and confirmed it as a key supplier to the $55 billion Terafab project. Export controls and a 62x trailing P/E are the primary risks, with China revenue set to decline and a bear-case target of $1,581. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ASML didn't make the cut. Grab the names FREE today. ASML (NASDAQ:ASML) has been one of 2026's defining AI infrastructure trades, with the Dutch lithogr
Elon Musk just announced Terafab facility that will manufacture ai chips in massive numbers and that too from scratch and this chip will help to expand our c...
“This is what we’re going to ... in space AI computing power by the end of next year. Ideally, we’d then scale up by an order of magnitude each year—reaching 10 gigawatts annualized in two and a half years, and perhaps 100 gigawatts in three and a half years. Then, depending on global chip manufacturing progress and TeraFab’s development, ...
“Terafab is likely an Intel fab expansion, with Tesla, SpaceX, and xAI as anchor customers, rather than a standalone venture,” said Yole analyst Adrien Sánchez. ... Power module packaging is transforming for electrification—discover how new materials and supply chains are redefining the industry landscape. ... Discover six key trends shaping 3D IC design for AI and HPC systems, such as co-packaged optics, advanced packaging technologies, and more.
SpaceX and Tesla signed on around the Q1 2026 earnings call as partners in Intel’s Terafab project. Google’s TPU v8e is reported to land on EMIB in the second half of 2027, with Apple, Microsoft, and NVIDIA sitting in the talks pile. CFO David Zinsner moved Intel’s external advanced-packaging outlook from a few hundred million to north of a billion dollars across the last two calls, and told CNBC he expects billions of dollars per customer.
Additionally, Musk’s two companies are already deeply intertwined through shared semiconductor fabrication at their joint TERAFAB facility in Austin, cross-company supply chain transactions, and Tesla’s $2 billion investment in xAI prior to the SpaceX-xAI merger.
Elon Musk has named Intel's next node, 14A, for the full-scale build of Terafab, the Tesla–SpaceX–xAI chip-fab venture in Austin.What "risk production" actually means
The two businesses are co-developing a massive semiconductor factory called Terafab. With the chip serving as the hardware foundation for self-driving and robotics, and Terafab as the facility that produces it, the pair form a symbiotic loop.
“This is what we’ll try to do and think we probably can do, which is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then, aspirationally, scale that by an order of magnitude per year. So in two and a half years, hitting an annualized rate of 10 gigawatts a year in space. In three and a half years, maybe 100 gigawatts. Then, depending on progress in chipmaking in the rest of the world and with the TeraFab, going beyond that to sca
After absorbing Elon Musk’s AI startup xAI in a stock-based deal earlier this year, SpaceX spent a staggering $12.7 billion on AI infrastructure in 2025 alone. It is also partnering with Tesla on a chip-making project called ‘Terafab’ to build its own AI hardware.
In May, SpaceX announced plans to invest $55 billion to build a "Terafab" semiconductor factory in Texas, producing chips for AI and robotics.
It's an important development, as it further validates Musk's intent with the Terafab initiative and ASML's role in facilitating it. As a reminder, ASML is the only company in the world that makes extreme ultraviolet (EUV) lithography machines that chip manufacturers use to make artificial intelligence (AI) chips and others.
British semiconductor giant to operate at former 3M campus · SpaceX campus here could become bigger than Tesla gigafactory · Musk-linked entity buys likely Terafab site near College Station
Musk officially unveiled plans for Terafab in March, a project aimed at bringing every stage of chip production, including design, fabrication, and advanced packaging, under one roof to produce more than 1 terawatt of AI computing capacity per year.
SpaceX only added this division earlier this year when it acquired xAI, another company founded by Elon Musk. The AI division encompasses the social media platform X, the Grok intelligence platform, the company's data centers, and a planned terafab facility built in partnership with Tesla and Intel.
In May, SpaceX announced plans to invest $55 billion to build a "Terafab" semiconductor factory in Texas, producing chips for artificial intelligence as well as robotics.
Musk announced in February that SpaceX would acquire xAI, a step in his plan to launch solar-powered, satellite-based data centers to run future AI models. In May, SpaceX announced plans to invest $55 billion to build a "Terafab" semiconductor factory in Texas, producing chips for artificial intelligence as well as robotics.
In May, SpaceX announced plans to invest $55 billion to build a "Terafab" semiconductor factory in Texas, producing chips for artificial intelligence as well as robotics.
Industry Leadership: ASML's extreme ultraviolet (EUV) lithography systems provide essential technological support for companies like TSMC and Intel in manufacturing advanced chips, further solidifying its leadership position in the global semiconductor equipment market.