Key facts
- SpaceX is implementing strict new rules for its global supply chain.
- Suppliers must not employ Chinese nationals at facilities producing SpaceX products.
- Chinese-made parts and equipment are to be excluded from SpaceX's supply chain.
- The company is developing a 'non-China, non-Taiwan' (NCNT) supply chain.
- These measures are intended to protect technologies vital to U.S. national security.
Elon Musk-led SpaceX is enacting stringent measures to overhaul its global supply chain, aiming to eliminate Chinese influence and safeguard technologies critical to American national security. The company is instructing its partners not to assign or employ Chinese nationals at facilities that manufacture products for SpaceX. Furthermore, suppliers are required to avoid using Chinese-made parts and equipment, even if those facilities are located outside of China. This includes reviewing factory systems like surveillance cameras and networking equipment, with demands to replace items from Chinese companies such as Hikvision and TP-Link.
SpaceX is actively developing what it terms an "NCNT" (non-China, non-Taiwan) supply chain. This strategic shift is designed to reduce the risk of disruptions that could arise from escalating tensions between China and Taiwan, as Beijing continues to assert its claim over the island.