NuAxiSemiconductor trade intelligence
Intersect Power orders 4.9GW more First Solar PV modules, for 2025-2029 delivery
What happened
First Solar has secured an additional 4.9GWDC order for its cadmium telluride thin-film solar modules from Intersect Power, bringing total orders from this customer in 2024 to 7.3GWDC for delivery between 2025 and 2029. This massive, multi-year commitment locks in a significant portion of First Solar's future production capacity. Bullish: This long-term demand visibility supports pricing power and reduces oversupply risk for First Solar's modules, potentially tightening spot market availability for competing PV technologies.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
CdTe Thin-Film Solar PV Modules
First Solar Inc
long-term-contractdemand-surgecapacity-booking
Source and time
Source: Semiconductor Today · 11/17/2022 · View original source
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