First Solar selects Alabama for fourth US manufacturing facility

What happened

First Solar has selected Alabama as the site for its fourth US CdTe solar module manufacturing facility, part of a plan to scale its US capacity to over 10GWDC by 2025. This expansion is driven by demand from the Inflation Reduction Act and aims to increase domestic PV supply. 利空: This planned capacity addition for a key solar component could contribute to long-term supply growth, potentially easing future procurement pressures and putting downward pressure on module pricing.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 11/17/2022 · View original source