United States & Tokyo Electron

United States: The Terafab project aligns with the United States' strategic goal of expanding domestic semiconductor manufacturing to reduce reliance on foreign suppliers and mitigate supply chain risks.

Tokyo Electron: Tokyo Electron is among the chip industry suppliers that SpaceX staff have reached out to for equipment for the Terafab project.

United States: The United States maintains a naval blockade on Iran's ports and insists on a comprehensive deal including nuclear disarmament before lifting it, facing pressure from rising oil prices and global economic impact.

Tokyo Electron: Tokyo Electron, a chip-linked firm, experienced significant gains, benefiting from the tech sector's rally and investor optimism.

Tokyo Electron: Tokyo Electron, another foreign supplier of advanced etching tools, is facing similar challenges to Lam Research, with its market share in China being eroded by the rise of domestic suppliers due to the new mandate.