Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue \u00bb<\/a><\/p>\n The Terafab initiative brings together SpaceX and Tesla in a joint venture to build a massive semiconductor manufacturing complex aimed at resolving both companies’ potential supply chain bottlenecks and providing chips for Optimus (Tesla) and, in the future, Tesla electric vehicles alongside AI chips for SpaceX’s data centers, including orbital data centers.<\/p>\n The spending commitment for Terafab is huge, with a proposed initial investment of $55 billion that could ramp to $119 billion over time. That kind of investment offers significant potential for ASML, and Musk’s address to its employees further underscores that.<\/p>\n What it means to investors<\/p>\n For Tesla and SpaceX investors, it’s clear that Terafab is a major part of Musk’s vision for both companies. The bulls will note that it helps secure both companies’ supply chains, although it’s arguably much more important for SpaceX, as it’s the cornerstone of its AI strategy.<\/p>\n An ASML machine.<\/p>\n Image source: ASML.<\/p>\n That said, Tesla investors are entitled to ask just how much their company will invest in Terafab. And if a potential merger between Tesla and SpaceX takes place<\/a>, will the earnings and cash flow from robotaxis and Optimus be used to support SpaceX’s growth ambitions, even though they might be better returned to Tesla investors as a stand-alone company?<\/p>\n For ASML investors, it’s further confirmation of long-term demand for its equipment, which needs to be factored into their valuation assumptions.<\/p>\n Should you buy stock in ASML right now?<\/p>\n Before you buy stock in ASML, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and ASML wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $440,440!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,303,950!*<\/p>\n Now, it’s worth noting Stock Advisor’s total average return is 959% \u2014 a market-crushing outperformance compared to 211% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 16, 2026.<\/p>\n Lee Samaha<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML and Tesla. The Motley Fool has a disclosure policy<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Points The Terafab initiative signals strong future demand for ASML’s EUV machines. Terafab’s massive investment could drive…\n","protected":false},"author":2,"featured_media":23066,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,8,16784],"class_list":["post-23065","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-elon-musk","tag-space-exploration-technologies"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/23065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=23065"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/23065\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/23066"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=23065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=23065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=23065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"An](\"https:\/\/www.europesays.com\/netherlands\/wp-content\/uploads\/2026\/06\/https:\/\/media.zenfs.com\/en\/aol_the_motley_fool_392\/5c3509717d1666a60c53a01402c693f8.jpeg\"\/)
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