UPDATE 1-ASML financial guidance includes Terafab plans, CFO says

تسلا
سبيس إكس
أيه أس أم أل القابضة

Tesla Motors, Inc.

TSLA

0.00

SpaceX

SPCX

0.00

ASML Holding NV ADR

ASML

0.00

Updates with details

- Top computer chip equipment maker ASML ASML.AS said its capacity expansion plans in 2027 and 2028 unveiled on Wednesday along with second-quarter earnings take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas.

"We're in dialogue with all our customers and we know ... what their building plans are," Chief Financial Officer Roger Dassen said on a call. "Terafab is also part of those plans."

  • Dassen said the number of high-numerical aperture extreme ultraviolet lithography (EUV) systems shipped globally was in the low-single digits. This refers to next-generation semiconductor lithography technology.

  • If China cannot expand chipmaking capacity, production will shift elsewhere because global demand for chips remains unchanged, he said.

  • Dassen also said ASML was close to fully booking its 2027 EUV capacity and had already secured a substantial number of 2028 EUV orders.