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ASML (ASML NA) CFO says updated guidance includes Musk Terafab demand (SPCX, TSLA); number of high NA tools that have been shipped globally is in low single digits; if China cannot expand chipmaking capacity, chips must be made elsewhere

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ASML's CFO confirmed 2026 guidance now includes Musk's Terafab demand. While High-NA tool shipments remain low, restrictions in China may force chip manufacturing to relocate to other global regions.

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