ASML CEO Christophe Fouquet identifies Starlink as a major, recurring driver for semiconductor demand as the satellite constellation scales toward tens of thousands of units. This growth represents a significant source of chip demand often overlooked by analysts, particularly as Starlink provides the necessary data connectivity for chips, humanoids, and self-driving cars. Elon Musk confirmed this assessment as "True," signaling positive sentiment for the long-term semiconductor requirements of the Starlink network.