Musk Says ASML and Others Are Expediting Chipmaking Gear for Terafab
THE SO WHAT
If ASML and other tool vendors are expediting gear for Terafab, chipmaking is tilting further toward vertically integrated, captive capacity. Any AI-heavy operator should assume future competition for foundry slots intensifies—secure multi-year supply conversations now, even if you’re “just” a buyer of accelerators.
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