TSMC2026-10-04 02:26:06Lu Hsing-Chih says a TSMC-led Texas TeraFab would effectively be a TSMC fabTaiwan Semiconductor Manufacturing Co. (TSMC) is reportedly evaluating a potential project in Texas tied to Elon Musk’s TeraFab initiative, and semiconductor analyst Lu Hsing-Chih argues that the structure of any deal matters more than the label attached to it. If TSMC provides capital, process technology, and takes charge of construction and operations, Lu said the venture would in substance amount to a TSMC-run dedicated foundry, with SpaceX and Tesla serving as anchor customers rather than operating as independent chipmakers. The report cites Tim Culpan, founder of independent media outlet Culpium and a former Bloomberg columnist, as saying TSMC is exploring cooperation with TeraFab. Musk responded that the talks are still preliminary, saying, "just discussions, but something may come of it." TeraFab’s Texas buildout is already moving through early-stage site work. The Austin pilot research facility broke ground in April 2026, while the main site in Grimes County carries a planned first-phase investment of about $16.8 billion. Initial land preparation and road access work are underway, with formal construction listed for Dec. 1, 2026. The first phase is targeted for completion in 2028, while SpaceX expects limited operations as early as late 2027.20
TSMC2026-10-03 13:34:48TSMC Said to Be Exploring Potential Cooperation With Terafab ProjectChainCatcher reported that Taiwan Semiconductor Manufacturing Co. is said to be exploring possible cooperation with the Terafab project, which was jointly funded and launched by SpaceX and Tesla. The report added that TSMC is also considering Terafab as an important customer for its future wafer plant in Texas. Elon Musk responded that the matter remains at the discussion stage for now, but said there could be progress. The brief did not provide additional details on the scope, timing, or structure of any potential cooperation.20
SpaceX2026-10-03 10:23:40Musk says SpaceX has saved U.S. taxpayers more than $14 billionTechub News reported that Kalshi said in a post on X that Elon Musk stated SpaceX has now saved U.S. taxpayers more than $14 billion. The brief item provided no breakdown of how the figure was calculated, what time period it covers, or which programs or contracts were included. The claim was attributed to Musk through Kalshi’s post, and no additional details were included in the source material.50
Elon Musk2026-10-03 08:43:24Musk says Terafab-TSMC tie-up remains at discussion stage, with possible outcomeElon Musk said on X that reports about a partnership between his chip company Terafab and Taiwan Semiconductor Manufacturing Co. are still at an early stage. According to Musk, the two sides have only held discussions so far, though he added that those talks may yet lead to something. Musk had earlier said the Terafab project would be jointly operated by Tesla and SpaceX and based in Austin. He described the project as targeting 1 terawatt of computing capacity per year, with most of that capacity required for space-related use. The project’s initial investment was put at $16.8 billion. His latest comments stop short of confirming any formal agreement with TSMC, but they do indicate that contact between the parties has taken place.20
SpaceX2026-10-03 04:04:25Musk says more than 90% of SpaceX revenue this year came from commercial customersElon Musk said in a post on X that more than 90% of SpaceX’s revenue this year has come from commercial customers, with its satellite internet service Starlink serving as the main driver. He added that the share is well above the industry average and used the point to stress the importance of the commercial market to the company’s business. The update was cited by Techub News, with @Kalshi referenced in the source note. No additional figures or operating details were provided in the post summary.20
SpaceX2026-10-02 17:48:41SpaceX completes 3 Falcon launches in under 13 hours and marks its 21st crewed missionAccording to ChainCatcher, the SpaceX team completed three Falcon rocket launches and four first-stage booster landings in less than 13 hours. The company also docked its Dragon spacecraft with the International Space Station during the same stretch. The update said the mission marked SpaceX’s 21st crewed spaceflight mission. No additional operational details were provided in the brief.20
Google2026-10-02 06:27:39Google sends TPU prototype satellite into orbit on SpaceX rideshare for first Project Suncatcher testGoogle said on Oct. 1 that its Project Suncatcher prototype satellite, built with satellite company Planet, has reached orbit aboard SpaceX’s Transporter-18 rideshare mission and is operating normally after initial contact. The satellite carries Google’s in-house AI chip, the Tensor Processing Unit, or TPU, and will be used over the coming weeks to collect data on how the hardware handles radiation, extreme temperatures, and other physical stresses in space. Google executive Travis Beals described the mission as the first step in a long-term research effort aimed at testing whether space could eventually host scalable machine learning infrastructure. CNBC reported that Google had previously tested TPU AI workloads at a University of California, Davis facility, though performance in low Earth orbit remained unknown. Google has also published a peer-reviewed paper on the mission in Joule. The broader Project Suncatcher effort was first disclosed in November 2025 and is focused on solar-powered AI computing in orbit. SpaceX, meanwhile, has separately outlined its own orbital data center ambitions, with COO Gwynne Shotwell saying in September that the company plans to deploy “space supercomputing” in 2027.20
Goldman Sachs2026-10-02 14:48:46Report: Goldman Sachs collected hundreds of millions in fees from SpaceX IPO-related dealsAccording to an overseas media report cited by ChainCatcher, Goldman Sachs bankers made substantial commissions while handling SpaceX’s IPO-related business. The report said Goldman had helped high-net-worth clients invest in SpaceX five years earlier, when the company was valued at only tens of billions of dollars. After SpaceX later went public at a $1.77 trillion valuation, clients who sold shares booked large gains. Goldman, in turn, collected hundreds of millions of dollars in commissions from those transactions. The report focuses on the bank’s role in arranging early access for wealthy clients and then benefiting again when those holdings were monetized after the listing.20
