What Is Elon Musk Doing with Spacex
As of 2026, Elon Musk is CEO of SpaceX and actively pursuing strategic expansion of the company's capabilities and corporate structure.
Recent developments include hints at a potential Tesla-SpaceX merger and new partnerships in semiconductor manufacturing.
Read the full reportShow less
What Is Elon Musk Doing With SpaceX
Merger Discussions and Corporate Strategy
Musk has publicly hinted at consolidating Tesla and SpaceX, stating "Who can imagine what action one might take" regarding a potential merger. Such a combination would create significant valuation and governance questions for investors, as the two companies operate in distinct sectors with different shareholder bases.
Chipmaking Partnerships
SpaceX is advancing semiconductor ambitions through discussions with TSMC on a Terafab chipmaking collaboration, with Intel named as the only other partner in talks. This reflects Musk's strategy to vertically integrate critical technologies across his companies, reducing dependence on external suppliers for space and automotive applications.