AMSTERDAM, July 15 (Reuters) – Top computer chip equipment maker ASML 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.
(Reporting by Toby Sterling in Amsterdam, Nathan Vifflin in Gdansk; Editing by Andrew Heavens and Thomas Derpinghaus)
