Musk’s remote talk could accelerate Terafab collaboration and shift global chip supply dynamics. An IPO price for SpaceX may be announced later the same day.
They expect Elon Musk to appear remotely at the ASML event, a global leader in chip equipment manufacturing. The event will take place as part of the Terafab discussion – an ambitious plan to build a large-scale chip fabrication plant that would meet the needs of Tesla and SpaceX, which is preparing for an IPO.
The event is being watched from the perspective of microelectronics development and the potential impact on the global semiconductor supply chain, where ASML plays a key role as a lithography leader.
It is also expected that the price of SpaceX’s initial public offering will be announced later that day.
“Musk will share his vision for artificial intelligence, robotics, space, and semiconductor manufacturing,”
– ASML spokesperson
Context of the event and expectations
ASML describes this annual one-day technical forum as an internal event for employees and does not disclose the exact time of Musk’s remarks. The event is set to finish at approximately 5:00 PM local time.
Christophe Fouquet confirmed that he has been in talks with Musk about Terafab, which could become a significant new client for ASML – a European company with the largest market value. ASML dominates the lithography systems market, enabling the production of tiny circuits on chips.
Musk said SpaceX would collaborate with Intel on the Terafab project, and in the future supply chips for both SpaceX and Tesla’s Optimus robots.
In March, Musk outlined the first phase, in which a development plant in Texas would manufacture lithographic masks – key elements through which chips are “printed” using ASML devices – with the aim of rapid prototyping of both logic and memory chips under one roof.
“Musk and his team are becoming part of a broader semiconductor ecosystem, and many companies, including ASML, will collaborate on this initiative,”
– ASML
In June, Musk spoke about ASML in a public statement: in his view, the company is among the most influential in Europe and should be valued and supported.
In closing, Musk’s participation in such discussions underscores the close collaboration between tech giants and the development of the semiconductor industry, where Terafab is seen as a potential step toward integrating different technological links into new manufacturing capabilities.