ASML CFO: Terafab Included in 2027 and Beyond Outlook

The signal here is timing rather than size: a lithography supplier folding a customer program into its multi-year capacity planning implies internal confidence in the roadmap's durability, even without a disclosed figure. That matters for the equipment supply chain that ultimately underwrites advanced AI compute, since fab buildouts are gated by tool lead times. The open question is whether the acknowledged ambiguity over scale resolves into firm orders or remains an outlook placeholder.