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Friday 7 August 2026
Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Thursday 6 August 2026
SpaceX losses don't shake confidence as Taiwan suppliers double down on long-term opportunities
SpaceX's first earnings report since going public showed that second-quarter 2026 revenue surged 92% year-over-year to US$7.81 billion, while the company still posted a net loss of...
Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
Thursday 6 August 2026
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

Thursday 6 August 2026
SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

Wednesday 5 August 2026
Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Wednesday 5 August 2026
Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a broader mobile communications business,...

Wednesday 5 August 2026
From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
Wednesday 5 August 2026
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
Wednesday 5 August 2026
SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
Friday 31 July 2026
Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist
Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal,...
Wednesday 29 July 2026
Amazon files for 5,105 satellites in direct challenge to Starlink

Amazon has filed with the Federal Communications Commission to launch and deploy 5,105 low Earth orbit satellites for a direct-to-device...

Thursday 23 July 2026
D-Link breaks into US satellite broadband supply chain with multi-year switch contract
Taiwanese networking equipment vendor D-Link has officially entered the supply chain of a major US satellite broadband operator and will begin shipping network switches for data-switching...
Thursday 23 July 2026
SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future...