ASML financial guidance includes Terafab plans, CFO says

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July 15, 2026 5:41 AM EDT

FILE PHOTO: Logo of ASML is displayed at the company’s booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov/File Photo

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)


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