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Modules & Upstream Manufacturing

South Carolina county court dismisses challenge to Silfab Solar manufacturing facility

A York County circuit court judge has dismissed a resident-led lawsuit seeking to halt construction of Silfab’s PV module assembly plant, ruling that the plaintiff lacked standing and failed to exhaust administrative remedies.

Elon Musk at WEF: SpaceX and Tesla to produce 100 GW each of PV per year in the U.S. this decade

Elon Musk targets 100 GW of annual solar manufacturing for both Tesla and SpaceX within three years to solve the energy bottleneck threatening the AI revolution.

First Solar wins key round in TOPCon patent dispute

The federal patent office rejected separate challenges from JinkoSolar, Canadian Solar and Mundra Solar to invalidate intellectual property that First Solar claims is fundamental to the manufacturing of crystalline silicon solar cells.

Beyond the tariff wall: How Heliene is navigating the 2026 regulatory pivot

Heliene CEO Martin Pochtaruk explains how strategic R&D and “FEOC-free” sourcing are essential for navigating 2026’s evolving domestic content requirements and trade barriers.

China extends anti-dumping duties on solar-grade silicon from U.S.

The duties range from 53.3% to 57% for U.S. producers and from 2.4% to 48.7% for South Korean companies and will remain in force for a further five years.

Solar module prices lagging behind soaring silver costs

Solar manufacturers are facing rising cost pressure as silver paste now accounts for up to 30% of total cell production costs. OPIS analyst Hanwei Wu tells pv magazine that module producers currently have limited ability to raise panel final prices, which is accelerating efforts to reduce silver use across all mainstream cell technologies.

TOYO secures U.S. polysilicon to navigate solar trade barriers

The agreement establishes a dual-source supply chain to support regulatory compliance for TOYO’s solar manufacturing operations in Ethiopia and the United States.

T1 Energy completes $160 million sale of production tax credits

The transaction involves Section 45X credits generated from solar module manufacturing through December 2025.

Trina Solar completes sale of 5 GW U.S. module plant to T1 Energy

Trina Solar has completed the sale of its 5 GW US solar module factory to T1 Energy, exiting direct manufacturing while retaining a minority equity stake.

T1 Energy announces 900 MW U.S. solar module supply deal with Treaty Oak Clean Energy

The company signed a three-year deal to supply solar modules assembled from its U.S.-manufactured solar cells.

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