Digital New Energy DataBM.
Reported that SpaceX has sent a team to review existing and potential suppliers. Suppliers are required not to employ or place Chinese employees in factories that produce parts for the company, minimizing the "medium" content in the supply chain to protect the safety of key U.S. space missions.
Other measures include checking the supplier's internal monitoring and network systems and requiring it to replace the equipment of Chinese manufacturers.
In addition, there is news that Tesla will sell and divest its Chinese business. Tesla executives have been asked to prepare for a possible divestiture of its China business,
sources said. Other people familiar with the matter said that Tesla's advisers had discussed various options for the possible divestiture plan, including splitting, selling or closing its Chinese business (including a factory in Shanghai), which was aimed at paving the way for a potential merger between Tesla and SpaceX in the future.
Regarding the rumor of "divestiture of Chinese business", Tesla China responded to the confirmation of several media, saying that it was "false news".
Tesla founder Musk also said on his social media that "this is false news".
, Musk revealed his bold idea of launching AI data centers into space. It also plans to deploy 100GW solar AI satellites in space and use solar energy to solve the energy problem of space computing power.
In order to achieve this goal, Musk subsequently announced a 200GW photovoltaic capacity target plan to serve " in the process of promoting the landing of its photovoltaic empire. Musk has been turning his attention to China's photovoltaic industry.
Not only did Musk praise the great achievements of China's photovoltaic industry in public many times, but Musk's team also visited China in early 2026 and visited many Chinese photovoltaic enterprises, covering equipment, batteries and other links. In March, it was reported that Tesla would purchase about 20 billion yuan of batteries and " from Chinese photovoltaic equipment companies. Musk's early "favor" for China's photovoltaic industry can be described as overflowing.
But when the progress of Tesla and SpaceX's photovoltaic manufacturing plants was exposed, Digital New Energy DataBM.
Previously reported that Tesla's Brookhill plant in Houston was a vertically integrated plant, covering the silicon wafer-battery-component link, which almost included the whole production process of the main chain.For the raw material polysilicon used upstream, according to the US policy, Musk is unlikely to purchase Chinese silicon materials.
According to the current information, Musk either purchases polysilicon from Malaysia or makes silicon materials himself. It would not be surprising if
the rumor that SpaceX banned suppliers from hiring Chinese employees was confirmed. After all, artificial intelligence and commercial aerospace are the "hard power" for countries to master discourse in the world competition.
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