ASML confirms Musk drives the TeraFab chip megafactory

Published on May 22, 2026 | Translated from Spanish

ASML CEO Christophe Fouquet has confirmed that Elon Musk is committed to the TeraFab project, a massive-scale chip manufacturing plant. Fouquet warns that the growing demand for artificial intelligence could lead to a capacity shortage in the semiconductor industry, making this type of investment crucial.

Cinematic aerial view of a massive chip fabrication cleanroom under construction, robotic arms positioning photolithography machines, engineers in bunny suits monitoring holographic AI data streams, blue LED-lit machinery casting reflections on polished floors, particle-free air flow visualized as subtle light beams, hyper-detailed mechanical joints and wafer handling systems, dramatic industrial lighting with cool blue and white tones, photorealistic technical illustration, scale emphasized by tiny human figures near towering equipment, futuristic semiconductor facility atmosphere

TeraFab and the challenge of extreme lithography 🏭

TeraFab will require high-precision extreme ultraviolet (EUV) lithography machines, such as those produced by ASML. These machines are essential for manufacturing advanced 3 nm and 2 nm chips. Fouquet noted that current production capacity is insufficient to meet AI demand, and that projects like TeraFab are necessary to avoid bottlenecks in the global supply chain.

Musk, from tweets to transistors 🤖

That Elon Musk is getting into chip manufacturing surprises no one. He has already made cars, rockets, and tunnels, so it was only logical that he would now want to play with lithography. The funny thing is, while he builds his megafactory, the rest of the world is still waiting for a GPU to train their AI model. At least, if there is a shortage, we know who has the most expensive gadget in the neighborhood.