Tesla advances plan to build 100 GW of U.S. PV manufacturing capacity by 2028
Job advertisements on Tesla’s website outline the 100 GW ambition and follow reports the company is in talks with Chinese firms for the purchase of $2.9 billion worth of equipment for solar manufacturing.
Treasury domestic content guidance on blue wafers creates compliance risks for solar developers
A legal alert from Wiley indicates that importing silver silicon wafers for domestic anti-reflective coating may disqualify solar cells from the 10% domestic content bonus credit despite conflicting customs rulings.
Intertek CEA forecasts rising U.S. solar module prices through 2027 amid tariff uncertainty
The firm’s quarterly market intelligence reports highlight rising module costs across the globe, with the largest potential impacts to U.S. buyers coming through impending Section 232 tariffs set to take effect this year.
Swift Solar acquires Meyer Burger assets to scale U.S. HJT and perovskite production
Solar manufacturer Swift Solar has acquired the heterojunction technology (HJT) intellectual property and manufacturing assets of Meyer Burger to establish domestic cell production.
U.S. solar industry adds 43 GW in 2025, leading capacity additions for fifth consecutive year
The latest Solar Market Insight report from SEIA and Wood Mackenzie reveals that solar and energy storage accounted for 79% of all new U.S. electrical capacity in 2025 even as installation volumes fell late in the year, while domestic manufacturing reached major milestones despite uncertain federal policy.
First attempt to build solar modules using polycarbonate encapsulant
Canadian researchers proposed a laminate-free solar module using polycarbonate instead of EVA and glass. The new encapsulation technique reportedly enables easy disassembly, reuse of solar cells, and open-source local manufacturing.
Multi-agency investigation halts Silfab Solar factory following chemical incidents
South Carolina officials and the EPA launched a joint investigation into York County solar manufacturing facility following back-to-back releases of potassium hydroxide and hydrofluoric acid.
Qcells resumes solar panel production at Georgia factories following customs-related furlough
The nation’s second-largest solar module manufacturer has returned to normal production levels following the release of component shipments that had been stalled by U.S. Customs and Border Protection.
U.S. solar’s push for domestic bliss
Incentives in the U.S. Inflation Reduction Act (IRA) of 2022 drove a surge in announcements of new solar manufacturing facilities across the United States, and the country now hosts more than enough module production capacity to meet forecast domestic demand for several years. A shift in policy priorities has created uncertainty, but the continued availability of manufacturing tax credits and a focus on domestic industry have U.S. module makers looking to add cells and other components to their production plans.
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage
EnergySage reported a 205% increase in homeowner engagement on its home energy marketplace, alongside median pricing of $2.49 per watt, an average system size of 11.8 kW and a decrease in storage attachment rates in the rush to install systems before the end of 2025.
