Leeward orders 2GW of First Solar modules, taking fleet to almost 6GWDC by 2028

What happened

First Solar secured a 2GWDC supply agreement with Leeward Renewable Energy for module deliveries in 2026 and 2027, expanding Leeward's total First Solar fleet to nearly 6GWDC by 2028. This is a significant, long-term offtake agreement for First Solar's US-manufactured CdTe thin-film modules. 关注: This locks in future demand for First Solar's production capacity, providing revenue visibility but does not indicate an immediate supply/demand imbalance for spot market traders.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 4/28/2023 · View original source