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Modules & Upstream Manufacturing

Silfab Solar raises $125 million for U.S. cell and module manufacturing

The North American module manufacturer announced a second investment round from ARC Financial Corp.

Maxeon posts Q4 2022 revenue beat, increased shipments, stock up 44%

Maxeon module shipments of 734 MW were above ROTH MKM Partners’ estimate of 699 MW, and a 27.2% improvement over 577 MW shipped in Q4 2021.

Sunrise brief: Raptor Maps points to growing problem of PV system underperformance

Also on the rise: Distributed generation finance platform raises $25 million. Honda reusing vehicle fuel cells to build 500 kW stationary fuel cell system. And more.

Reviewing the U.S. solar panel value chain manufacturing capacity

From polysilicon to panels through recycling, how much domestic capacity does the U.S. have?

Sunrise brief: Solar, wind, storage account for 82% of new U.S. capacity additions 

Also on the rise: Lessons learned from state community solar program caps. Meyer Burger shifting to 100% glass-glass bifacial. And more.

All-in on the future: Meyer Burger shifting to 100% glass-glass bifacial

The Swiss solar module manufacturer stated they will transition all of its manufacturing away from plastic.

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First Solar inks 10.1 GW of sales across four deals

As many as 22 million solar panels will be sold by the U.S. manufacturer as a result of the deals. The company generated $1 billion in revenue in Q4 2022.

Lightsource bp expands First Solar module supply plan to 8.3 GW

The developer ordered 4 GW of U.S.-made thin-film solar panels, adding to the 4.3 GW ordered in 2021.

Silicon Ranch expands First Solar module supply plan to 6.2 GW

The deal expands upon the master supply agreement between the two solar businesses that includes a 4 GW transaction announced in April 2022 and, more recently, a 700 MW commitment announced in October 2022.

Sunrise brief: U.S. solar developers take on module manufacturing risk 

Also on the rise: Best practices in state’s energy storage policies. Weekly solar earnings recap: REC Silicon, Sunrun and Sunnova. And more.

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