SAWB

SpaceX is such a bad ass company. In their IPO filing, they wrote this: • The first private company to develop and launch a liquid-fuel rocket to reach orbit (2008) • The first private company to successfully dock a private spacecraft with the International Space Station (2012) • The first to successfully propulsively land (2015) and refly orbital-class rocket boosters (2017) • The first to begin deploying a large-scale LEO broadband satellite constellation (2019); • The first private company to transport astronauts to orbit, returning America's ability to fly astronauts to and from the International Space Station (2020) • The first to manufacture consumer-grade phased-array user terminals at scale (2022); The first to deploy a large-scale LEO satellite-to-mobile constellation (2025) • The first to build a gigawatt-scale Al training cluster and largest coherent supercomputer (2026) • The first gigawatt-scale Megapack battery installation (2026); and • The only company capable of building orbital AI compute at scale. BOOM.

NEWS: ASML CEO Christophe Fouquet singles out Starlink as one of the most fascinating chip demand drivers he sees in the market today. "We talk a lot about chips, humanoids and self-driving cars. But all those products have to be connected to data," Fouquet told Reuters. Starlink's satellite constellation requires chips at scale. As the network grows toward tens of thousands of satellites, it represents a significant and recurring source of semiconductor demand that most analysts overlook.