SpaceX orders a turnkey heterojunction solar cell line from SINGULUS for its Starmind compute satellites

The first line is due in the first half of 2027 at SpaceX's Bastrop, Texas plant, with more lines planned and production scaling to support more than 100 GW of equipment; the contract value is not in the release.
Why it matters
Starmind is SpaceX's plan to run AI computing on solar-powered satellites, so solar cells become part of its compute supply chain. SINGULUS says it will develop the cells and the production equipment, not just sell finished panels, and that SpaceX funded the company in March and again in October 2026 through a subordinated secured loan. Elon Musk described the order on X as 100 GW a year of equipment. What to watch is whether the first line arrives on schedule in the first half of 2027 and how many further lines follow.
Key facts
- Supplier: SINGULUS TECHNOLOGIES, Kahl am Main, Germany
- Turnkey heterojunction (HJT) solar cell production line
- First line due in the first half of 2027
- Site: SpaceX satellite production in Bastrop, Texas
- Production to scale to support more than 100 GW of equipment
- SpaceX funded SINGULUS in March and October 2026