BREAKING
ASML Vows No Crunch for Terafab
0
B
Initial investment
0
B
Max total
0
M
Price per system
0
x
Max units/year
Opportunity vs Constraint
Opportunity
ASML
●
Musk seen as very serious
●
Vertical integration
●
Fouquet eyes new demand
Constraint
Industry
●
Few dozen units a year
●
Biggest bottleneck
●
Far short of targets
Terafab Path to Full Operation
1
Planning stage
↓
2
Texas build-out
↓
3
Intel as partner?
↓
4
Full op 2028-29
Chip Supply vs AI Demand
AI NEWS BLITZ
ASML's CEO says it won't become a supply bottleneck for Elon Musk's Terafab project.