ASML CEO Confirms Musk's Terafab Ambitions Are Serious and Capacity-Straining
ASML leadership publicly validates the scale and seriousness of the Terafab project after direct discussions with Musk, highlighting long-term supply constraints for chipmaking equipment.
Key facts
- ASML CEO Christophe Fouquet states Musk is 'very serious' about Terafab
- Project expected to stretch global chip tool capacity for years
- Direct engagement between ASML and Musk confirmed
HAS TALKED WITH ELON MUSK ABOUT PLANNED TERAFAB PROJECT, SAYING MUSK IS 'VERY SERIOUS'
How the story unfolded
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- @tenet_research Post
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- businessinsider.com Elon Musk plans to pitch SpaceX's Terafab chip moonshot to employees at Europe's biggest tech company The event will see Musk "share his vision on AI, robotics, space, and semiconductor manufacturing, including the Terafab concept" with ASML engineers and other employees, according to a description posted on an internal employee portal.
- tradingview.com Elon Musk Will Pitch Spacex's Terafab Chip Moonshot To Employees At ASML- Business Insider — TradingView News Search · Get started · Elon Musk Will Pitch Spacex's Terafab Chip Moonshot To Employees At ASML- Business Insider · RefinitivLess than 1 min read · Sign in or create a free account to read this news · Join for free · SPCX chart · Analyze on Supercharts · Latest news · More news from Reuters
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- youtube.com ASML Terafab-klant Musk | Boycot of miljardendeal? - YouTube ✅ ASML Terafab-klant Musk0:00 De uitnodiging die alles verklaart1:57 De boycotdreiging als vroeg waarschuwingssignaal4:21 EU-soevereiniteit en de spagaat van...
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- tekedia.com Musk to Take SpaceX’s Terafab chip moonshot pitch to Europe’s biggest tech company, ASML - Tekedia According to recent IPO disclosures, the company is pursuing plans that envision the deployment of vast AI computing infrastructure, including orbital data centers that would require enormous quantities of advanced semiconductors.
- @mat986588 Post
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- investing.com Elon Musk to attend ASML tech conference to talk Terafab - Bloomberg By Investing.com (NYSE:TSM) and Samsung Electronics Co. (KS:005930), recently became Europe’s most valuable stock ever as the surge in artificial intelligence spending fuels demand for its machines. Musk’s ambition is to take on leaders like TSMC and do so at volumes far beyond the industry’s current capacity. Through Terafab, Musk and his team are becoming part of the broader semiconductor ecosystem, and many companies, including ASML, will collaborate on this initiative, the firm’s spokesperson said to Bloombe
- @OverlyTrev Post
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- ainvest.com ASML says Elon Musk will speak at company virtual tech conference The Terafab, a joint venture between SpaceX, Tesla, and Intel, is a central component of SpaceX's public offering and is intended to produce an enormous supply of chips for Musk's vision of deploying a million orbital data centers.
- @Saishiv17 Post
- bloomberg.com Elon Musk to Address ASML Event on Terafab AI Chip Venture - Bloomberg Elon Musk will virtually attend a closed door technology conference run by ASML Holding NV to discuss his Terafab project, which the chip-equipment maker considers a “serious endeavor.”
- @AkO2Yk4pLXHt8N6 Post
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- 6 sources
- tradingview.com ASML says Terafab is 'serious endeavor', Musk to speak at company event — TradingView News By Toby SterlingComputer chip equipment maker ASML EURONEXT:ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discussing his vision for Terafab, a large scale chip plant that would supply Tesla NASDAQ:TSLA and Space X.ASML, as the largest ...
- benzinga.com Elon Musk In Direct Talks With ASML For $119B TeraFab Chip Plant: CEO Calls Him 'Very Serious' - ASML Hol - Benzinga Fouquet said the company is also developing a new advanced-packaging tool designed to support larger AI chip packages as semiconductor architectures become increasingly complex. "Right now it’s a small leg," he said.
- farzadmesbahi.substack.com Tesla’s Custom AI Chip Quietly Builds the Foundation for Independence From Nvidia The dedicated Terafab facility carries phase-one costs of $55 billion and total project costs approaching $119 billion — larger than the entire US CHIPS Act — and will be split across Tesla and SpaceX balance sheets ahead of SpaceX’s planned public listing. SpaceX regulatory filings seek approval for up to one million satellites configured as orbital data centers that run on uninterrupted solar power, with internal projections placing the total addressable market for space-based AI infrastructur
- ndtvprofit.com Elon Musk To Attend ASML's Private Tech Event To Discuss Terafab Project Musk aims for Terafab to support a terawatt of computing power annually with 2nm chips · Did our AI summary help? Let us know. Switch To Beeps Mode ·
- tipranks.com Elon Musk’s $55B Terafab Push Puts ASML Stock at the Center of the AI Chip Supply Race - TipRanks.com Musk appears to be trying to move beyond buying chips from the current semiconductor ecosystem and toward owning more of the production chain. That would put Terafab in potential competition with major foundry players such as TSMC, though catching up on yield, scale, talent, and manufacturing know-how would be extremely difficult.
- cryptobriefing.com Elon Musk to pitch SpaceX’s Terafab chip project to ASML employees Elon Musk will present SpaceX's Terafab chip project to ASML employees at a fireside chat, unveiling the $20B+ semiconductor initiative and its AI
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- youtube.com Breaking News: Elon Musk’s $55B Terafab Push Puts ASML Stock at the Center of the AI Chip #Elon - YouTube ASML Holding NV (ASML), a Dutch chip-equipment giant best known for making the world’s most advanced lithography machines, is bringing Elon Musk...Source: Ma...
- eciks.org Elon Musk is in direct talks with ASML about supplying equipment for his $119 billion TeraFab chip manufacturing project, with the company's CEO calling him "very serious" about the venture. ASML CEO Christophe Fouquet confirmed direct talks with Musk, saying he is "very serious" about the TeraFab project that could require billions in advanced lithography equipment.
- techtimes.com ASML Stock Hits $674B Europe Record, Musk Terafab Bet Drives Fresh Surge The endorsement reinforced attention on ASML's role as the only equipment supplier that can manufacture chips at the 2nm-class node Terafab intends to use. ... ASML is the sole manufacturer of extreme ultraviolet lithography machines, the equipment required to print circuit patterns smaller than 7 nanometers. No other company produces commercial EUV systems at volume; Canon and Nikon compete only in older deep ultraviolet segments.
- tradingkey.com ASML Holding NV Stock (ASML) Moved Up by 7.15% on Jun 8: Key Drivers Unveiled This statement was amplified by the announcement of Musk's virtual participation in ASML's technology conference to discuss the Terafab project, a large-scale semiconductor fabrication facility planned by SpaceX and Tesla, which will rely exclusively on ASML's critical Extreme Ultraviolet (EUV) lithography technology.
- parameter.io Elon Musk's $55B Terafab Chip Factory: ASML Partnership Explained - Parameter Terafab would target leading-edge 2nm chips for AI, robotics and space compute.
- tomshardware.com Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies' | Tom's Hardware ASML is the sole monopoly supplier of EUV lithography systems, the tools needed to pattern transistors at the leading edge; fabs targeting advanced nodes have no viable alternative. Every major foundry and memory maker, including TSMC, Samsung, SK hynix, Micron, and Intel, already holds orders with the company. Terafab, by contrast, has no path to leading-edge production that bypasses ASML, and the company’s CEO said last month that Musk is "very serious" about the project, noting that
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- finance.yahoo.com ASML Weighs Musk Terafab Talks Against Valuation And Governance Questions Elon Musk joined ASML Holding’s (ENXTAM:ASML) recent technology conference virtually to discuss chip manufacturing ambitions tied to the proposed Terafab project. Musk and ASML executives held direct talks about supplying advanced lithography equipment for a planned Terafab chip fabrication facility supporting Tesla, SpaceX and xAI.
- coincentral.com SpaceX Reveals Orbital AI Data Center Plans Ahead of $1.75 Trillion IPO - CoinCentral SpaceX plans to build its own AI chips through a factory called Terafab, partnering with Tesla and Intel · SpaceX has outlined plans to build AI data centers in orbit, using technology already developed for its Starlink satellite network.
- finance.yahoo.com Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant According to SpaceX's S-1 filing, ... describes Terafab as a vertically integrated closed-loop single plant spanning lithography mask design, fabrication of logic and memory chips, and advanced ......
- finance.biggo.com Musk Pitches $122 Billion Terafab Chip Gambit to ASML Staff Ahead of SpaceX Mega-IPO — BigGo Finance The session, described as a ... the only workforce on the planet that builds the extreme ultraviolet lithography machines required to fabricate leading-edge chips. Without ASML’s EUV tools, Terafab cannot reach production....
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- tradingkey.com ASML Holding NV Stock (ASML) Moved Up by 4.18% on Jun 9: Facts Behind the Movement This sentiment was further amplified ... are centered around the "Terafab" project, a large-scale semiconductor fabrication facility planned by SpaceX and Tesla that will heavily rely on ASML's critical extreme ultraviolet (EUV) lithography technology....
- 247wallst.com If the SpaceX IPO Is a Hit, One Industry Could Become an Ultimate Buy in 2027 and Beyond - 24/7 Wall St. ASML (NASDAQ:ASML | ASML Price Prediction) sits at the top because Terafab can’t fabricate cutting-edge logic without extreme ultraviolet (EUV) lithography, and ASML is the sole supplier. CEO Christophe Fouquet noted that “the semiconductor industry’s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments.
- podcasts.apple.com Musk's $119 Billion Chip Plant: ASML CEO Says He's 'Very Serious TeraFab, Elon Musk, ASML, semiconductor manufacturing, High-NA EUV, Intel 14A, 2nm chips, AI compute, chip shortage, Christophe Fouquet.
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- cnbc.com Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing ASML is the sole provider of a machine necessary for manufacturing leading-edge chips for AI, making it a likely supplier to Musk's planned Terafab chip plant.
- seekingalpha.com Musk to discuss Terafab chip plant plans at ASML event (ASML:NASDAQ) | Seeking Alpha Jun 11, 2026, 4:11 AM ETASML Holding N.V. (ASML) Stock, SPCX Stock, TSLA StockINTCBy: Preeti Singh, SA News Editor ... Elon Musk is expected to appear virtually at ASML's (ASML) annual technology conference on Thursday, where he is expected to discuss Terafab, his proposed semiconductor manufacturing venture aimed at supplying chips for Tesla (TSLA) and SpaceX.
- statesman.com Musk’s jet travels highlight Texas, global business moves. Here's where he went. The early months of 2026 were busy for Elon Musk. The Texas billionaire oversaw the merger of SpaceX and xAI, announced plans for Tesla Inc.’s Terafab chip factory and continued working toward taking SpaceX public in a massive initial public offering.
- youtube.com Elon's TERAFAB: Building a TWATT-Scale AI Chip Factory?! 🤯 #shorts - YouTube 🚨 BREAKING: Elon Musk REVEALS the MIND-BLOWING scale of TERAFAB! Current AI chip production is a TINY 100 gigawatts PER YEAR? THAT'S NOTHING! To reach the n...
- gurufocus.com Elon Musk to Discuss Terafab Project with ASML On June 11, 2026, Elon Musk is set to attend an online event hosted by chip equipment giant ASML Holding NV ASML, where he will discuss the Terafab superchip factory initiative.
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- tradingview.com Musk's Terafab Plans Put ASML In Investor Spotlight — TradingView News Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at supplying chips for Tesla TSLA and SpaceX.
- em360tech.com SpaceX IPO Demand Hits $250B as Musk Joins ASML Event to Pitch Terafab | EM360Tech Terafab is a semiconductor and AI computing initiative undertaken by Tesla, IPO-bound SpaceX and xAI.
- qz.com Elon Musk addresses ASML employees on Terafab chip plant Musk announced plans for Terafab in March as a joint venture between SpaceX and Tesla $TSLA to manufacture chips for both companies. The facility is planned near the Gibbons Creek Reservoir in Grimes County, Texas. Initial construction is estimated at $55 billion, with total investment potentially reaching $119 billion across multiple phases.
- businessday.co.za Musk unveils plan for mega Terafab plant and AI push at ASML event Musk has said SpaceX will co-operate with Intel on the Terafab project and it will eventually supply chips for SpaceX and for Tesla’s Optimus robots.
- investing.com Why is ASML stock surging today? By Investing.com With ASML holding a monopoly on EUV lithography — the only technology capable of printing the most advanced chip circuits — the Terafab narrative places the Dutch equipment maker squarely at the center of the next wave of AI-driven semiconductor ...
- intellectia.ai Musk Highlights ASML's Role in Terafab Chip ... Terafab Project Collaboration: ASML confirmed its collaboration with SpaceX on the Terafab project, which plans to establish a semiconductor facility in Austin, Texas, with an anticipated investment of $55 billion, showcasing the company's strategic positioning in the semiconductor industry.
- reuters.com Musk to speak at chip tool giant ASML event ahead of SpaceX IPO | Reuters Musk has said SpaceX will cooperate with Intel (INTC.O), opens new tab on the Terafab project, and it will eventually supply chips for SpaceX and for Tesla's Optimus robots.
- cryptobriefing.com Musk to speak at ASML event ahead of SpaceX IPO, teasing $55B chip megafactory Elon Musk will speak at ASML's conference to pitch his $55B Terafab chip factory as SpaceX eyes an IPO valued at up to $1.8 trillion.
- tipranks.com Elon Musk to Pitch $55B Terafab Dream at ASML Event Hours Before SpaceX IPO - TipRanks.com Elon Musk plans to attend the ASML technology event virtually to discuss Terafab, his proposed chip manufacturing project that could supply both SpaceX and Tesla.
- kucoin.com Musk to Address ASML on $55B Terafab Ahead of SpaceX IPO | KuCoin Elon Musk will address ASML’s Technology Conference on June 12, 2026, to outline his project announcement for Terafab, a $55 billion chip manufacturing initiative. The event aligns with SpaceX’s expected IPO, valued between $1.75 trillion ...
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- fool.com Elon Musk Calls This "The Greatest Company in Europe" | The Motley Fool Given its importance to Terafab and its fantastic results, it may not come as much of a surprise, then, that Musk boasted about the company. Recently, in a post on social media, he said, "ASML should be treasured and supported.
- @EM360Tech Post
- tikr.com Elon Musk Targets ASML Machinery For Massive Texas Chip Fabrication Plant | TIKR.com ASML stock is in focus after Elon Musk spoke at ASML’s conference, signaling the company’s EUV machines will supply his $119B Terafab chip plant.
- intellectia.ai Terafab Initiative Signals Strong Future Demand for ASML 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.
- bloomberg.com Watch ASML CEO on AI Demand, Data Centers in Space, Musk's Terafab - Bloomberg ASML Holding NV CEO Christophe Fouquet says the demand for AI infrastructure is still "enormous" and discusses the potential for data centers in space. Speaking during an interview on Bloomberg Television, Fouquet also says the company has to make sure it doesn’t experience supply constraints when servicing new projects such as on Elon Musk’s Terafab.
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- finance.yahoo.com ASML Could Soar Higher in 12 Months and Here’s Why We’d Buy It 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
- youtube.com ASML CEO on AI Demand, Data Centers in Space and Musk's Terafab - YouTube ASML Holding NV CEO Christophe Fouquet says the demand for AI infrastructure is still "enormous" and discusses the potential for data centers in space. Speak...
- fool.com Elon Musk Just Delivered Fantastic News for ASML Stock Investors | The Motley Fool 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.
- finance.yahoo.com ASML (NasdaqGS:ASML) Stock Is Back In Focus As Musk Eyes Its EUV Tools Elon Musk has engaged with ASML Holding regarding access to its extreme ultraviolet lithography systems for the Terafab chipmaking initiative. The discussions focus on securing critical tools needed to produce advanced chips for AI focused data center and infrastructure build outs. ASML remains the only supplier of EUV machines, placing the company at the center of potential new AI chip capacity plans.
- investing.com ASML faces supply constraint risk from Musk’s Terafab project - Bloomberg By Investing.com The Terafab project seeks to build enough semiconductors to meet the needs of all of Musk’s firms. ASML’s lithography equipment is essential for manufacturing advanced chips used in AI applications. The CEO’s comments highlight potential capacity challenges as ASML balances existing customer commitments with demand from large-scale new fabrication facilities.
- tradingkey.com ASML Holding NV Stock (ASML) Opened Up by 5.32% on Jun 17: Facts Behind the Movement Underpinning this intraday rally is a robust framework of mid-to-long-term demand catalysts, led by the high-profile collaboration with Elon Musk’s Terafab initiative. This massive chip fabrication project, backed by Tesla, SpaceX, and xAI, relies heavily on ASML's exclusive extreme ultraviolet lithography systems to produce next-generation chips at scale.
- tipranks.com ASML Soars As SpaceX-Backed Megaproject Bets Big - TipRanks.com ASML shares are jumping as investors cheer news that the massive $55 billion Terafab semiconductor project from SpaceX, Tesla, and xAI will rely solely on ASML’s cutting-edge EUV lithography machines.
- bloomberg.com ASML CEO Warns Musk’s Terafab Project May Face Supply Constraints - Bloomberg ASML Holding NV Chief Executive Officer Christophe Fouquet said the chip equipment maker has to make sure it doesn’t experience supply constraints when servicing new projects such as Elon Musk’s Terafab.
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- tradingview.com ASML CEO Flags Terafab Opportunity as AI Demand Stays Enormous — TradingView News ASML Holding ASML CEO Christophe Fouquet has indicated that new semiconductor projects such as Elon Musk's Terafab could create meaningful business opportunities, provided the company can avoid supply limitations.
- news.futunn.com ASML Holding CEO: Musk’s Terafab project may face supply chain bottlenecks “As long as supply capacity is not a bottleneck, new projects represent opportunities. Therefore, we must ensure this issue is properly addressed. Terafab is a prime example of a large-scale wafer fab project.”
- chipbriefing.substack.com Daily: Memory costs drive Apple to raise prices ASML Holding NV Chief Executive Officer Christophe Fouquet said the chip equipment maker has to make sure it doesn’t experience supply constraints when servicing new projects such as Elon Musk’s Terafab.
- news.futunn.com ASML Holding CEO: AI Infrastructure Demand 'Remains Enormous'; Musk’s Terafab Faces Supply Bottleneck Challenges As outlined by Musk, Terafab is ultimately intended to independently mass-produce logic and memory chips at the 2-nanometer (2nm) node and beyond, aiming to eliminate reliance on external foundries such as Taiwan Semiconductor. Fouquet indicated that ASML Holding is evaluating the project’s progress and pace of implementation. ASML Holding is the world’s sole manufacturer of extreme ultraviolet (EUV) lithography systems, with major clients including Taiwan Semiconductor, Samsung, SK Hynix, and I
- dailypolitical.com Alta Park Capital LP Acquires New Holdings in ASML Holding N.V. $ASML - Daily Political Positive Sentiment: CEO Christophe Fouquet said AI infrastructure demand remains “enormous,” and that new projects like Elon Musk’s proposed Terafab could create meaningful opportunities for ASML’s EUV systems. ASML CEO Flags Terafab Opportunity as AI Demand Stays Enormous · Positive Sentiment: In a Bloomberg interview, Fouquet reiterated that AI data-center demand is still exceptionally strong, reinforcing the view that ASML’s advanced lithography tools remain in high demand for next-generation
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- startupfortune.com ASML's CEO says Terafab is an opportunity but only if the company doesn't run out of machines to sell - Startup Fortune Terafab is not a normal factory proposal. CNBC reported in May that documents filed in Texas described an initial $55 billion semiconductor facility, with later phases that could take the total investment far higher.
- fourweekmba.com ASML CEO at G7: Europe Is 'Quite Behind' — And Sovereignty Without Innovation Is Empty - FourWeekMBA Fouquet reframed the orbital data center discussion: it’s not about more compute — it’s about accessing energy where it’s available. The bottleneck is Layer 1 (Energy), not Layer 5 (Compute). ... Musk’s Terafab and Korean DRAM mega-fabs both represent “million wafer” scale.
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- tradingkey.com ASML Holding NV Stock (ASML) Moved Up by 3.61% on Jun 18: What Investors Need To Know Chief Executive Officer Christophe Fouquet recently underscored that the demand for advanced AI data centers remains enormous, reassuring investors of the long-term structural tailwinds supporting the company. Additionally, market enthusiasm was bolstered by discussions surrounding high-profile initiatives, such as Elon Musk's proposed Terafab project, which could significantly rely on ASML’s cutting-edge extreme ultraviolet lithography systems.
- seekingalpha.com ASML CEO says need to make sure no supply constraints for new projects | Seeking Alpha ASML's (ASML) CEO Christophe Fouquet said the chip equipment maker has to make sure it does not experience supply constraints when servicing new projects like Elon Musk’s Terafab.
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- digitalcitizen.life ASML CEO Says Europe Is Falling Behind As US Drives Most Advanced AI Chip Demand Fouquet described Terafab as an example of a major fab project. He compared its possible scale with large DRAM projects in Korea that can reach millions of wafers per month. That kind of demand would clearly benefit ASML if it leads to more chip factories and more advanced lithography equipment orders.
- wccftech.com ASML CEO Warns Europe is 'Quite Behind' in AI Race as US Buys 80% of Advanced Chips The Terafab project was announced by Musk earlier this year as part of his efforts to procure chips for Tesla's edge computing and robotics operations. As part of the announcement, the now-trillionaire outlined that current chip production on ...
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- tradingkey.com Why ASML is a buy After Terafab Deal? That said, this already gives me an early optimism on ASML, and when I dig deeper, this comes out better. For example, let’s take a pragmatic view. Intel has already joined Terafab and will be offering 14A process technology, which also drives the facility to produce around 100-200 billion custom AI and memory chips per year.
- simplywall.st ASML Holding (ENXTAM:ASML) - Stock Analysis - Simply Wall St ASML Holding has become Europe’s most valuable public company, with its market capitalization surpassing $700b, supported by a record $45b order backlog for its EUV lithography systems and raised 2026 revenue guidance to as much as €40b. The company is a key partner in Elon Musk’s Terafab project, which targets a massive chip plant in Texas focused on 2-nanometer production and aims for up to one terawatt of compute hardware output annually, with ASML’s high-NA EUV tools viewed as essential to t