Company and Event Summary
According to CNBC Technology, on June 11, 2026, SpaceX CEO Elon Musk praised ASML as an excellent company during a fireside chat with ASML CEO Christophe Fouquet. This interaction is part of Musk’s plan to expand SpaceX into the chip manufacturing sector, as the company is in the critical period ahead of its upcoming initial public offering (IPO).
AI Business Relevance
Current public information does not clearly disclose the specific details of SpaceX’s current AI business layout. However, Musk’s push into chip manufacturing may provide underlying chip support for his subsequent AI-related businesses, such as the humanoid robot Optimus and AI computing power infrastructure, which belongs to the hardware layout of the upper reaches of the AI industry chain.
Industrial Chain Position
- ASML is a global leading semiconductor lithography equipment supplier, belonging to the core link in the upper reaches of the chip manufacturing industry chain
- If SpaceX’s chip manufacturing layout is implemented, it will enter the semiconductor equipment or chip design and manufacturing link, and may form a potential cooperative or competitive relationship with ASML
Risk Warning
This article is only for information collation and does not constitute any investment advice. The follow-up implementation details of this event and the progress of SpaceX’s chip manufacturing business are yet to be further confirmed.