SpaceX Signs Singulus Contract for HJT Solar-Cell Line

SpaceX has signed a supply contract with Germany’s SINGULUS TECHNOLOGIES for a turnkey line to make heterojunction solar cells, as the rocket company expands satellite production in Texas. In a 10 November 2026 release from Kahl am Main, Singulus said the first line under a broader supply agreement “has an order volume of over €60 million” and “will be delivered in the first half of 2027.” SpaceX set out the contract on X the same day: “We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas.”

That “more than 100 GW of equipment” line is about production kit, and it is not a per-year rate. Hours later, Elon Musk quoted the SpaceX post and wrote: “SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany. This is for Starmind to create a sentient sun.” The yearly figure and the “sentient sun” phrasing are his. They are not in the Singulus release or in SpaceX’s own post.

The signed line is a first-half-2027 delivery, as part of a partnership that started in March

Singulus says the contract is “part of a strategic partnership with SpaceX under which SINGULUS is planning to deliver multiple additional lines.” The company “entered a strategic partnership with SpaceX in March 2026,” and “SpaceX provided significant funding to SINGULUS in March 2026 and additionally in October 2026 as part of the recently announced subordinated secured loan.” The first line is the one with a disclosed order volume, “over €60 million,” and a delivery window in the first half of 2027. Further lines are planned, not booked in the same sentence with a price.

SpaceX’s wording matches the equipment scale, and adds the programme name and the site: Starmind satellites, Bastrop, Texas. Singulus, for its part, says it “will develop high-performance solar cells and production equipment based on proven technologies deployed at scale,” and that the 10 November contract sits inside a plan “to deliver multiple additional lines.” SpaceX called the deal “a durable option for advanced solar cell manufacturing.” This is a manufacturing contract for solar cells, not a launch or a constellation filing. It also belongs on TSN’s running Musk’s Companies hub, alongside earlier industrial targets such as Musk’s Terafab compute plans for Tesla and SpaceX.

The corporate backdrop is the tighter combination work TSN has already recorded, including SpaceX and Tesla’s merger committees and the xAI-to-SpaceXAI timeline. Those are ownership and structure stories. They leave unchanged what was signed on 10 November: one described production line, a 2027 delivery window, and an equipment scale that SpaceX and Singulus both put at more than 100 GW, without a “per year.”

A gigawatt-year claim is not the same as a contract for production equipment

The distinction is worth keeping, because the two numbers will travel together. SpaceX posted at 19:04 GMT Europe/London on 10 November, using the same “more than 100 GW of equipment” phrasing as Singulus. Musk’s quote of that post came at 23:47 GMT the same evening, and restated the figure as “100 GW/year.” A yearly rate would be a different claim about output, and it is attributable only to him. Anyone repeating the per-year version as if it were in the supply contract, or in SpaceX’s own announcement, would be flattening two official wordings into one. The “sentient sun” line is colour, not a product specification in the supply contract.

Until Singulus or SpaceX publishes a capacity, a number of lines beyond the first, or a rate, the hard facts are the ones both companies put on paper: a turnkey heterojunction line, more than €60 million for the first line, delivery in the first half of 2027, Bastrop as the satellite manufacturing site, and a funding relationship that already includes a subordinated secured loan. The first line has not been delivered. Additional lines remain a plan.

The date to watch is that first-half-2027 delivery, and whether later filings or releases attach a rate to the 100 GW figure that Musk has already used. For now, the contract and the yearly claim should be kept on separate lines.

Sources

1. SINGULUS TECHNOLOGIES, “SINGULUS TECHNOLOGIES Announces Major Supply Contract with SpaceX for Advanced HJT Solar Cell Manufacturing Equipment,” 10 November 2026. https://www.singulus.com/2026/11/10/singulus-spacex-supply-contract/
2. SpaceX on X, 10 November 2026, 19:04 GMT Europe/London. https://x.com/SpaceX/status/2120231065394590007
3. Elon Musk on X, 10 November 2026, 23:47 GMT Europe/London. https://x.com/elonmusk/status/2120302471210033426

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