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SpaceX Eyes OCI for Polysilicon Supply
14 Apr
Summary
- OCI's Malaysian unit is negotiating a multi-year polysilicon supply contract.
- Polysilicon may power SpaceX's data centers and satellites.
- SpaceX plans a constellation of 1 million satellites for AI data centers.
OCI Terra, a Malaysian subsidiary of South Korea's OCI Holdings, is reportedly engaged in discussions with SpaceX concerning a multi-year contract to supply polysilicon. This vital component is essential for manufacturing solar-module cells.
Industry sources suggest that the polysilicon could be utilized to power SpaceX's data centers and its planned constellation of one million satellites. These satellites are intended to orbit Earth and harness solar energy for artificial intelligence data centers.
Analysts note that procuring non-Chinese polysilicon might offer significant advantages, potentially qualifying SpaceX for subsidies under the Inflation Reduction Act. The details of this potential supply agreement are still under discussion.
