ASML financial guidance includes Terafab plans, CFO says | Reuters

ASML's 2027-2028 capacity expansion guidance incorporates demand from Elon Musk's Terafab chip fab in Texas, with the company nearly fully booked on 2027 EUV (extreme ultraviolet lithography) systems and already securing substantial 2028 orders. If you supply components to semiconductor toolmakers, ASML's 2027-2028 lines are now allocated to Terafab and a handful of established fabs—your window to sell into new fab builds just narrowed sharply. The constraint isn't demand; it's ASML's capacity, and Musk has just claimed a material chunk of it.