NuAxiSemiconductor trade intelligence
National Grid Renewables orders 1.6GW of First Solar modules, for delivery in 2026-2027
What happened
First Solar secured a 1.6GWDC order for its Series 7 CdTe thin-film PV modules from National Grid Renewables, with deliveries scheduled for 2026-2027. The deal was booked ahead of the company's Q3 2022 earnings, indicating strong forward demand visibility. Bullish: This large, long-term contract locks in future capacity and signals robust demand for First Solar's specific thin-film technology, potentially tightening supply for competitors.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Cadmium Telluride (CdTe) PV Modules
First Solar Inc
long-term-contractdemand-surgecapacity-booking
Source and time
Source: Semiconductor Today · 12/15/2022 · View original source
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