Part 3/13:
A core part of Tesla’s Terrafab plans involves producing custom chips, which rely heavily on EUV (extreme ultraviolet) lithography machines made by ASML—currently the only company capable of scaling this technology. Numis highlights a critical data point: producing 1 gigawatt of high-end chips requires around three EUV machines. Last year, ASML produced approximately 50 of these machines, with projections for 60-70 this year.
To achieve a terawatt of compute power annually—what Tesla envisions—the combined demand would reach approximately 3,000 EUV machines. This is orders of magnitude higher than the current global fleet, which is expected to consist of about 700 machines by 2030, mostly deployed across Europe and Asia.