The $200 million investment will bring the company’s total domestic production capacity to 6 GW by late 2026.
CEA’s 2026 manufacturing quality report finds that yield rates vary widely based on the age of solar module assembly facilities, with mature Chinese firms nearing 100% and U.S. outlier facilities ranging all the way down to 30%.
Propelled by a select group of high-capacity manufacturers including T1 Energy and Canadian Solar, Texas is set to exceed 15 GW of solar PV module production in 2026, accounting for nearly half of all U.S. silicon-based manufacturing and serving as the primary hub for the inaugural Solar Manufacturing USA conference in Austin this September.
The Portland, Tennessee “Mega Facility” consolidates three existing sites and marks a $30 million investment in domestic solar and energy storage supply chains.
The California-based nonprofit, backed by a $28 million state energy commission grant, aims to provide an open-access pilot manufacturing line for battery startups to scale their technologies without the need to raise massive amounts of capital.
The upcoming Solar Manufacturing USA 2026 conference in Austin will focus on real U.S. solar manufacturing progress, shifting attention from capacity announcements to actual production, costs, yields, and technology choices across the full value chain. It will also examine how policy changes and tariffs are driving domestic expansion in ingots, wafers, cells, and modules, while highlighting competing technologies like back contact, heterojunction and TOPCon.
ESS Tech is complementing its iron flow storage offering, which is engeeneered for the 8–24 hour long-duration segment, with sodium-ion battery products aimed at short and medium-duration applications.
The announcement of the company’s latest module power electronics project came alongside Q1 2026 earnings that showed a 20.6% decrease in year-over-year revenue numbers amid a steep decline in domestic demand.
The divestment, already partially secured via escrow, reflects regulatory pressure from U.S. FEOC policy changes. Boviet Solar also continues negotiations to sell a separate U.S. cell project.
Solx’s Aurora hybrid module with Caelux’s perovskite glass aims to compete on performance beyond federal tax sunsets.