Swift Current Energy extends First Solar relationship with 500MW order

What happened

First Solar has secured a 500MW order for its Series 7 CdTe thin-film PV modules from Swift Current Energy, with deliveries scheduled for 2027-2028. This follows a previous 3.3GW order from the same customer in 2022, indicating sustained demand for First Solar's specific technology. Neutral: This is a long-dated, non-binding order for a niche solar component with no immediate impact on semiconductor supply or pricing for traders.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 11/1/2023 · View original source