100 gigawatts, one line
Musk says SpaceX has ordered 100 GW a year of solar cell equipment from Singulus in Germany. Do the orders Singulus books, and has to announce, add up to that?
The Quote
SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany.
X, @elonmusk, post 2120302471210033426, Nov 10, 2026Where it stands
- Not yet due SpaceX has ordered 100 GW a year of heterojunction solar cell equipment from Singulus. Singulus annual report, Apr 21, 2027
What would settle it
Singulus's own paper. It is listed in Frankfurt and has to publish news that could move its share price straight away, under the EU market abuse rules, and it has done so for each step with this customer. Its notice of Nov 10 says it signed a contract with SpaceX for one turnkey line to make heterojunction solar cells, with an order volume of over €60 million, delivery in the first half of 2027. It says Singulus is "planning to deliver multiple additional lines" and that production "will scale to support more than 100 GW of production equipment". SpaceX's own post the same evening says the contract is "to support more than 100 GW of equipment". Neither company writes "per year", and neither says 100 GW has been ordered. Two figures from Singulus's nine-month report of Nov 11 give the scale: it expects about €83 million of revenue for all of 2026, and its order backlog was €47.1 million on Sep 30. SpaceX is also its lender, through a convertible bond in March and a loan of about €22.75 million in October. Read it fairly. A first line followed by more is how a framework like this normally runs, and "ordered" can be shorthand for the whole plan. What settles it is the order intake Singulus reports each quarter, its annual report on Apr 21, 2027, and any further notice naming SpaceX. SpaceX's own 2026 annual report may list purchase commitments too.
Singulus publishes its 2026 annual report
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days to go, on 21 April 2027
SpaceX
SPCX
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the close
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The people
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Elon Musk
Chief Executive, SpaceX
Posted on X on Nov 10, 2026 that SpaceX had ordered 100 GW a year of equipment.
Named in the record
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Singulus Technologies
The German equipment maker that signed the contract. Its notices and quarterly reports are the record of what has been ordered.
Filings since 10 November 2026
SpaceX, from the SEC's own feed
- Checking EDGAR...
On the record since then
Last checked by the sweep: loading
- 2026-11-11 Filing Singulus's report on its first nine months repeats the contract: one turnkey line, over €60 million, delivery in the first half of 2027, scaling "to support more than 100 GW of production equipment". Order intake for the nine months was €60.3 million and the backlog €47.1 million on Sep 30, both before the SpaceX contract. It still expects about €83 million of revenue for 2026. Its next annual report is due Apr 21, 2027. Source
- 2026-11-10 Filing Singulus's market notice: a supply contract with SpaceX for one turnkey line for heterojunction solar cells, "part of a strategic partnership with SpaceX under which SINGULUS is planning to deliver multiple additional lines". The first line has an order volume of over €60 million and is delivered in the first half of 2027. Production "will scale to support more than 100 GW of production equipment" for satellite manufacturing in Bastrop, Texas. The notice also names SpaceX as the partner that funded Singulus in March and October 2026. Source
- 2026-11-10 Statement Musk on X at 23:47 UTC, quoting SpaceX: "SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany. This is for Starmind to create a sentient sun." SpaceX's post at 19:04 UTC says: "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". Both checked at source. Watch opened. Source
Closes come from a market data feed and can lag a session; the date is printed next to every number. Filings come from EDGAR. Nothing on this page is advice or a recommendation to buy or sell anything. This one opened on a statement, and becomes a receipt the day a document settles it.
