TYN(SZ:000591) Jing Ji Ri Bao·2026-02-08 23:08Core Insights - Elon Musk aims to achieve "orbital AI delivery to space" within three years, focusing on building a space AI empire supported by solar energy [1] - Musk's team is exploring partnerships with Taiwanese solar manufacturers, including Yuanjing, Zhongmei, and United Renewable, to integrate them into the space AI supply chain [1] - The development of perovskite solar cells is crucial for space AI, with Taiwanese companies actively working on this technology to capitalize on market opportunities [2] Group 1 - Musk's vision includes deploying economically efficient AI facilities in space, predicting that by 2028, the number of AI facilities in space will exceed those on Earth [1] - The collaboration with Taiwanese solar firms is aimed at understanding their progress in developing and mass-producing next-generation perovskite solar cells [2] - Zhongmei has indicated that its solar products are being validated for use with American low-orbit satellite clients, likely referring to SpaceX [1] Group 2 - Perovskite solar cells are recognized for their high heat resistance, radiation tolerance, and conversion efficiency, making them ideal for space applications [2] - Taiwanese solar manufacturers are actively developing perovskite solar cells and applying for patents, with expectations of commercialization in the coming years [2] - Zhongmei is conducting research on perovskite technology and is open to strategic partnerships to accelerate market entry [2]