Is Space X going to purchase polysilicon from this silicon material company?

2026-04-15 15:58:07

According to South Korean media MAEIL BUSINESS on April 15, TerraSus, a Malaysian subsidiary of OCI Holding, a leading South Korean polysilicon company, is negotiating with SpaceX to sign a polysilicon supply contract to support photovoltaic power supply for Space X data centers and satellites. The duration of the contract is expected to be three to five years, with a scale of about 1 trillion won (about 4.62 billion yuan, 1 yuan ≈ 216.31 won), and the details of the terms are currently being negotiated.

According to South Korean media MAEIL BUSINESS on April 15, TerraSus, a Malaysian subsidiary of OCI Holding, a leading Korean polysilicon company, is in talks with SpaceX to sign a polysilicon supply contract . It is used to support photovoltaic power for Space X data centers and satellites. The duration of the contract is expected to be three to five years, with a scale of about 1 trillion won (about 4.62 billion yuan, 1 yuan ≈ 216.31 won), and the details of the terms are currently being negotiated. The

media sought confirmation from Space X and OCI Holding respectively. As of press time, Space X had not replied, and a spokesperson for OCL Holding said it could not confirm the report.

On April 15, the stocks of OCI related companies rose sharply, with OCI Holdings (010060) rising 24.93% and OCI Co., Ltd. (456040) rising 6.66%. Analysts at Samsung

Securities said, "In order to qualify for the Inflation Reduction Act subsidy, the incentive to purchase non-Chinese polysilicon is likely to be very strong."

Earlier , on March 20, market news said that. Tesla plans to spend $2.9 billion (about 20 billion yuan) to purchase battery and component production equipment from Chinese photovoltaic equipment companies. Maiwei shares, Jiejia Weichuang, Laplace and other Chinese photovoltaic equipment companies are potential suppliers.

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Correlation

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According to foreign media reports, three photovoltaic companies, Atlas, SEG Solar and Heliene (USA), have recently submitted applications to the Ministry of Commerce of the United States, accusing Korean photovoltaic manufacturers (especially Hanhua Qcells) of only doing a small amount of non-substantive simpl e processing of photovoltaic raw materials imported from China. The processed battery products are exported to the United States.

2026-06-24 16:55:07

Is Space X going to purchase polysilicon from this silicon material company?

According to South Korean media MAEIL BUSINESS on April 15, TerraSus, a Malaysian subsidiary of OCI Holding, a leading South Korean polysilicon company, is negotiating with SpaceX to sign a polysilicon supply contract to support photovoltaic power supply for Space X data centers and satellites. The duration of the contract is expected to be three to five years, with a scale of about 1 trillion won (about 4.62 billion yuan, 1 yuan ≈ 216.31 won), and the details of the terms are currently being negotiated.

2026-04-15 15:58:07

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2026-01-28 17:43:46

Oman 100,000 Tons of Silicon Materials + 6GW Cell Project Supported by the Fund

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2025-12-19 10:33:57

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88.61

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CLKPI

98.12

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SPPI

44.43

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MORPI

73.32

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Cement network data: statistics of highway investment across the country from January to May 2026

According to the statistics of highway construction investment from January to May 2026, the cumulative investment in China since the beginning of the year has reached a certain scale, with a cumulative year-on-year rate of -9.40%. There are obvious differences in investment in different regions, with investment in some regions showing a year-on-year growth trend, while investment in some regions is declining. Among them, the investment in Tianjin increased significantly year-on-year, reaching 50.00%; the investment in Henan decreased significantly year-on-year, reaching -47.90%. In Inner Mongolia, Hubei, Guangxi and other places, the change of investment is relatively small, less than 1%.