Elon Musk will present at ASML’s annual one-day technology conference on Thursday, outlining his Terafab semiconductor manufacturing project backed by SpaceX and Intel to supply chips for Tesla’s Optimus robots and SpaceX operations. Investors are also awaiting pricing for SpaceX’s IPO, which could become the largest ever completed.
Elon Musk is set to speak virtually at ASML’s annual one-day technology conference on Thursday, where he will present his strategic vision across AI, robotics, space and semiconductor manufacturing. The event, reserved for ASML employees, runs until approximately 5 p.m. local time.
Terafab is Musk’s proposed large-scale semiconductor venture aimed at supplying advanced chips for SpaceX operations and Tesla’s Optimus humanoid robots, with Intel expected to collaborate. Ongoing discussions position Terafab as a potential major customer for ASML’s extreme ultraviolet lithography systems.
Investors are anticipating final pricing for SpaceX’s initial public offering later Thursday, a float that could become the largest in history and reshape funding priorities across Musk’s ventures. Market participants will watch IPO terms for signals on demand for space and technology stocks.
If Terafab reaches full-scale production, Tesla could secure lower-cost, in-house chips tailored to its electric vehicles and robotics programs, reducing dependency on external suppliers and enhancing production resilience.
