ASML hints at new 'T'-named customer for 2029-2030 as Musk's Terafab eyes EUV

ASML has signaled that a new customer, whose name may begin with "T", is among chipmakers seeking lithography tools for 2029 and 2030. Digitimes links the hint to Elon Musk's Terafab project, which would need EUV scanners.

• ASML named a new customer for 2029-2030, name may start with 'T'
• Elon Musk's Terafab project is a likely buyer
• Terafab would require EUV lithography scanners
• TSMC locked in 3-6% wafer price hikes for 2027