NuAxiSemiconductor trade intelligence
First Solar selects South Carolina for new US production facility
What happened
First Solar Inc. plans to invest $330 million in a new production facility in South Carolina, scheduled for commercial operation in the second half of 2026, to onshore final production processes for its Series 6 Plus modules. This capacity expansion aims to create over 600 jobs and supports the company's international fleet. Bearish: Increased supply capacity may exert downward pressure on spot prices.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
CdTe thin-film PV modules
First Solar Inc.
capacity-expansionpvus-facility
Source and time
Source: Semiconductor Today · 11/14/2025 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders