Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’

[user nl]

ASML shipped 48 EUV lithography and 131 immersion DUV tools in 2025. Musk cannot achieve his projected output, even ASML catered only to TeraFab demands.

If you want to estimate the magnitude of production Elon wants to achieve, based on his own optimistic numbers disclosed, he wants to achieve 1 million WPM output by 2030.

To achieve this, TeraFab would need to house at least 400 to 500 EUV machines by the next four years. Imagine a world where ASML caters to TeraFab's demands alone, than this means that the Dutch chipmaker would need to "double" its EUV output in order to reach what TeraFab wants.

Now, if you combine TeraFab with TSMC's Arizona, Taiwan and Japan, Intel's Fab 52 and Fab 34 expansion plans, you will realize that if Musk wants to reach one million WPM, it is simply impossible.

Let's factor in the Intel x TeraFab deal, focusing on what Intel has available in the US. If you combine Ohio, Oregon, New Mexico, Arizona, and the total WPM capacity within these facilities, this comes out as 50K-70K WPM, give or take. Let's say the output doubles somehow within 2030, that still puts Musk far away from what he intends to achieve.It's important to note that I have not factored in yield rates, EUV installation times, workforce constraints, and geopolitical situations.

credit: @mzuhair
https://www.linkedin.com/posts/subhash-km-6b5443123_asml-shipped-48-euv-lithography-and-131-immersion-ugcPost-7451704780282036224-Dx-F?utm_source=share&utm_medium=member_desktop&rcm=ACoAABgaN-4BTbOnMpW-b02JuSpbUWzScyA2IYY

 

[user nl]

As said, my take on Terafab is that Musk wants to reserve his 35% cash prepayment checks, that Trump wrote to him in Summer 2025 in the BBB-act, as long as Musk has announced his Terafab Trillions of Semiconductor Investment plans and Musk (SpaceX/Tesla) started to move some dirt somewhere in Texas....Musk and his financial Wall Street engineers have effectively garanteed themselves 35% tax-reduction/cash prepayment of every investment they make the coming decades in Semi.

Till at some point the Bond Vigilantes say, Elon this is enough sucking Main Street's Uncle Sam's tax money for your Empire on Earth and beyond!

Just my two cents on Musk's financial engineering and his looking forward in the stars seeing all these free Dollars coming to him!

 

[Xebec]

What happend to Mars, did the planet dissapear only from Musk's radar?

Just a small comment here -- Elon aims far higher than most people, and often fails. On the flip side, many people don't even try and fail by default. I agree 100% he overpromises and deserves to be called out for this, but he is in a much different class than say a Sam Altman.

I think Mars was always and always will be his goal, but since we (as humans) lack the breakthroughs (technology, economy) to make it happen, he's switching to the long game now with helping America (and private industry) to the Moon.

On the Starship operational and payload costs -- he hasn't achieved what he claimed yet, but he did make every existing launch vehicle obsolete in the last 15 years - cost-wise with just Falcon 9 and Heavy. Starship is going to make his own fleet obsolete, it's just taking longer than expected. I don't think there's anything fundamentally flawed in Starship, but it does need more engineering and testing.

 

[user nl]

...........

On the Starship operational and payload costs -- he hasn't achieved what he claimed yet, but he did make every existing launch vehicle obsolete in the last 15 years - cost-wise with just Falcon 9 and Heavy. Starship is going to make his own fleet obsolete, it's just taking longer than expected. I don't think there's anything fundamentally flawed in Starship, but it does need more engineering and testing.

I never commented on Starship and his reusable rocket boosters.

I think there are more smart and talented people that do not want to work for Musk than that there are smart and talented people that work longer than 10 years with him.

And there are not that many customers that do not like companies that underpromise and overdeliver (like CC Wei is running TSMC).

Smart leaders try to attract much smarter people than themselves to work with them in a joint mission.

For me Musk is too much personal legacy/ego oriented. And do not ask Musk about the human offspring that he produced, as if it is just another humanoid he produced and puts on the earth......

Luckily the earth is big enough for me, even with Musk "messing around with Wall Street/Main Street and with Uncle Sam's debt, social fabric, civil administration agencies, science funding agencies".

Just my three cents.