Elon Musk to Attend ASML Closed-Door Technical Seminar to Discuss TeraFab Project

en.Wedoany.com Reported - Elon Musk will remotely attend a closed-door technical meeting hosted by ASML and discuss his proposed TeraFab semiconductor project. ASML regards the plan as a "serious endeavor."

An ASML spokesperson revealed that Musk will share his views on artificial intelligence, robotics, space exploration, and semiconductor manufacturing during an event aimed at the company's employees. Through the TeraFab project, Musk's team has formally entered the global semiconductor industry ecosystem, with ASML and several other companies set to participate in the project's collaboration.

ASML CEO Christophe Fouquet stated last month that he had directly communicated with Musk about the TeraFab project. In an interview with Reuters, Fouquet described Musk as "extremely serious" about building "one of the largest chip manufacturing bases in history." TSMC Chairman and CEO C.C. Wei commented this week that Musk's plan to build large-scale advanced chip factories from scratch still requires a long time to materialize, wishing him "good luck" and noting that achieving the goal will take considerable time.

TeraFab is a joint venture project promoted by SpaceX, Tesla, and Intel, aiming to build a series of giant semiconductor factories. The initial investment is $20 billion, with plans to locate in Texas, covering integrated production of logic chips, memory chips, and advanced packaging operations. Additionally, SpaceX has submitted applications to relevant authorities to build a $55 billion semiconductor facility in Grimes County, Texas, with total subsequent expansion costs potentially reaching up to $119 billion.

Musk's push for the TeraFab project stems from his forecast of Tesla's future chip demand. He stated in November 2025 that Tesla would require between 100 million and 200 billion AI chips annually, and he believes that foundries like TSMC and Samsung are expanding production "too slowly" to meet demand. ASML is the only company in the world capable of manufacturing extreme ultraviolet (EUV) lithography machines, which are core equipment for mass-producing cutting-edge advanced chips. Fouquet also warned that the surge in AI demand will keep the global semiconductor industry facing capacity shortages for a long time, and large-scale projects like TeraFab will further strain the supply capacity of semiconductor equipment manufacturers.

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