NuAxiSemiconductor trade intelligence
Intersect Power orders 2.4GW of First Solar’s modules, for delivery in 2024-2026
What happened
First Solar has secured a 2.4GWDC order for its CdTe thin-film solar modules from Intersect Power, with deliveries scheduled from 2024 to 2026. This follows prior orders, making Intersect Power a major long-term buyer of First Solar's technology. Bullish: This multi-year, high-volume commitment signals sustained, firm demand for First Solar's production capacity, potentially tightening available spot supply for other buyers in the solar module market.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
CdTe Thin-Film PV Modules
First Solar Inc
long-term-contractdemand-surgecapacity-commitment
Source and time
Source: Semiconductor Today · 7/28/2022 · View original source
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