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RT NEWS: #Terafab: #SpaceX's Elon Musk eyes a first test chip "approximately May or June of next year," volume output "at least in the set of possible...

What happened

According to a repost by TrendForce, SpaceX's Elon Musk said regarding the Terafab project that a first test chip is eyed for "approximately May or June of next year," while volume output is "at least in the set of possible outcomes for Q3 or Q4 of 28" — both remain plans/expectations and are not yet realized. Asked about EUV orders, he thanked ASML for faster tool delivery. The source does not state the cause or further background details.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

test chipEUV tools
SpaceXASML
TerafabSpaceXElon MuskASMLEUVcapacity plan

Source and time

Source: TrendForce Official (Market Data) · 10/20/2026 · View original source

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