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
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
US stocks2026-10-02 20:03:45U.S. stocks close higher Friday as Nasdaq Golden Dragon China Index falls 2.09%U.S. equities finished higher on Friday, according to market data cited by ChainCatcher from Gate. The Dow Jones Industrial Average was initially up 0.49% at the close, while the S&P 500 gained 0.74% and the Nasdaq rose 1.19%. Among individual names mentioned in the data, SpaceX climbed 7.35%, Tesla added 4.65%, Dell rose 3.8%, Broadcom gained 3.35%, ASML advanced 3.25%, and Nvidia increased 1.34%. On the losing side, Accenture fell 6.27% and SanDisk dropped 3.79%. Chinese stocks under pressure in the U.S. market also weighed on the Nasdaq Golden Dragon China Index, which fell 2.09%. Alibaba declined 1.47%, and Baidu slipped 1.48%. The figures were reported by ChainCatcher based on Gate market data.20
Tesla2026-10-02 18:25:32Arkham says Tesla still holds nearly $1 billion in BitcoinTechub, citing a post from Arkham on X, reported that Tesla currently holds about $997.05 million worth of Bitcoin in wallets labeled by Arkham. According to the post, those coins are the remaining portion of the $1.5 billion in Bitcoin that the company bought in early 2021. Arkham also said the holdings have not moved since 2022. The update points to a long-dormant corporate Bitcoin position that, based on Arkham’s wallet labeling, remains intact in Tesla-associated addresses.20
Tesla2026-10-02 14:14:43Tesla Shares Extend Gains to More Than 5%, Gate Market Data ShowsAccording to a ChainCatcher newsflash citing Gate market data, Tesla shares (TSLA.O) extended their advance to more than 5%. The source only reported the move in percentage terms and did not provide additional details such as the trading session range, price level, turnover, or any catalyst behind the gain. This remains a brief market update based strictly on the cited data point.20
US stocks2026-10-02 13:33:28Nasdaq opens up 1.2% as U.S. stocks rise; memory chip names splitU.S. stocks opened higher on Oct. 2, according to market data from BIT (Bit.com), with the Dow Jones Industrial Average up 0.62%, the S&P 500 gaining 0.9%, and the Nasdaq rising 1.2%. Trading in memory chip-related stocks was mixed at the open. Seagate Technology (STX.O) fell 14%, while Western Digital (WDC.O) dropped 9.8%. Rambus (RMBS.O) moved the other way, adding 3%. Tesla (TSLA.O) also traded higher, rising 2.3% after its third-quarter delivery figure came in above expectations. The move left major U.S. indexes broadly positive at the opening bell, while chip stocks showed a clear split in direction.20
Tesla2026-10-02 13:09:51Tesla deployed 13.7 GWh of energy storage products in the third quarterTesla (TSLA.O) deployed 13.7 gigawatt-hours of energy storage products in the third quarter, according to a newsflash cited by ChainCatcher. The brief item did not provide a regional breakdown, product mix, or comparative figures versus earlier periods. No additional operating details, revenue figures, or management comments were included in the source text. The report was published by ChainCatcher as a 7x24 news update.20
