BREAKING
ASML CEO Flags Supply Risk for Terafab
0
B
Initial investment
0
B
Total (multi-phase)
0
nm
Target process
ASML: Only Volume EUV Supplier
Opportunity vs Bottleneck
Opportunity
●
Musk calls plan 'very serious'
●
Direct talks with Fouquet
Risk
●
Tool capacity a bottleneck
●
Existing orders prioritized
Stacked Demand Strains Capacity
1
Existing fabs
↓
2
Terafab
↓
3
Starlink + Tata
↓
4
Supply limit
Terafab Still at Planning Stage
AI NEWS BLITZ
ASML's CEO warns Musk's planned Terafab chip plant could hit equipment supply limits.