{"id":322766,"date":"2026-02-06T03:36:10","date_gmt":"2026-02-06T03:36:10","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/322766\/"},"modified":"2026-02-06T03:36:10","modified_gmt":"2026-02-06T03:36:10","slug":"space-computing-push-of-elon-musks-spacex-shines-beam-on-chinas-solar-supply-chain","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/322766\/","title":{"rendered":"Space-computing push of Elon Musk\u2019s SpaceX shines beam on China\u2019s solar supply chain"},"content":{"rendered":"

Elon Musk\u2019s SpaceX<\/a> has been sounding out multiple Chinese solar suppliers in recent weeks, industry insiders and companies confirmed, as the world\u2019s richest man advances his vision for space-based data centres<\/a> powered by constant solar energy \u2013 drawing fresh attention to China\u2019s solar supply chain.<\/p>\n

The discussions, which have not yet resulted in confirmed orders, triggered a rally in shares of several solar-related companies earlier this week, before sentiment cooled on Thursday.<\/p>\n

Analysts and industry insiders said the talks underscored the competitiveness of China\u2019s solar sector<\/a> and ignited public interest in space-based photovoltaics, though they cautioned that multiple technological routes remained under exploration and warned against excessive capital market hype.<\/p>\n

Companies that have publicly acknowledged contact include TCL\u2019s subsidiary Zhonghuan, a maker of photovoltaic materials and solar cells; GCL Technology, a green-energy group with research in granular silicon and perovskite technologies; and Jinko Solar, a major photovoltaic module manufacturer. Solar heavyweight Longi Green Energy Technology and solar-equipment maker Maxwell Technologies have also been widely cited in market discussions.<\/p>\n

Jinko Solar said on Thursday that \u201cspace-based [photovoltaic technology] remains at a very early stage of technical exploration, with no clear solution, commercial projects or revenue\u201d, warning investors of risks. Its Shanghai-listed shares fell more than 6 per cent on Thursday, snapping a two-day surge.<\/p>\n

\"China\u2019sChina\u2019s new photovoltaic installations are forecast to reach up to 240 gigawatts in 2026. Photo: Getty ImagesMusk had repeatedly argued that space-based computing was the only viable way to scale artificial intelligence<\/a>, saying that terrestrial infrastructure would struggle to support the vast power and cooling requirements of AI data centres.<\/p>\n","protected":false},"excerpt":{"rendered":"Elon Musk\u2019s SpaceX has been sounding out multiple Chinese solar suppliers in recent weeks, industry insiders and companies…\n","protected":false},"author":2,"featured_media":322767,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[270],"tags":[155599,1793,155601,381,111663,155600,140352,18,50146,19,17,155603,155598,35922,11257,133,451,2731,6113,155602],"class_list":["post-322766","post","type-post","status-publish","format-standard","has-post-thumbnail","category-space","tag-astro-future-institute-of-space-technology","tag-beijing","tag-chenguang","tag-china","tag-china-aerospace-science-and-technology-corporation","tag-china-international-capital-corp","tag-china-photovoltaic-industry-association","tag-eire","tag-gcl-technology","tag-ie","tag-ireland","tag-jinko-solar","tag-longigreen-energy-technology","tag-maxwell","tag-musk","tag-science","tag-space","tag-spacex","tag-tcl","tag-zhejiang-lab"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116021597631364298","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/322766","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=322766"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/322766\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/322767"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=322766"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=322766"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=322766"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}