A Malaysian unit of South Korea's OCI Holdings, OCI TerraSus, is reportedly in talks with SpaceX to supply polysilicon.
The multi-year supply contract would provide polysilicon for solar-module cells intended to power SpaceX's data centers and satellites. Analysts suggest this move could be driven by incentives from the Inflation Reduction Act, favoring non-Chinese polysilicon.
In January, SpaceX announced plans to launch a constellation of one million satellites designed to power AI data centers using solar energy.