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ASML financial guidance includes Terafab plans, CFO says | WKZO | Everything Kalamazoo

ASML, the world's leading chipmaking equipment supplier, has factored Elon Musk's Terafab chip factory in Texas into its 2027–2028 capacity expansion plans; the CFO confirmed near-full booking of 2027 EUV lithography systems and substantial 2028 orders, signalling major demand from next-generation domestic chip production.

This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.

The Wire takeaway

If you supply optics, cooling, power or precision components to chip fabs, ASML's order books for 2027–2028 just told you where the money is flowing: Terafab and other US domestic capacity. Call those customers now, before the RFQ cycle locks in.

Read the full story at wkzo.com

Topics: Semiconductors · AI Infrastructure · semiconductor-supply · fab-capacity · euv-lithography · terafab · supply-chain

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Verified 16 July 2026 · Sources: Fusion42 review