U.S. solar makers accuse Toyo and Origin Solar of duty evasion in Ethiopia
Eight US solar manufacturers have filed an anti-circumvention complaint with the US Department of Commerce, alleging that solar cells and modules assembled in Ethiopia using Chinese-origin components are evading existing antidumping and countervailing duty orders on Chinese solar products.
First Solar reaffirms 2026 guidance as CuRe launch and record India sales drive Q1 margin expansion
Thin-film manufacturer First Solar delivered a robust start to 2026, posting record first-quarter revenue of $1.04 billion and maintaining its full-year outlook despite signaling a seasonal dip in second-quarter profitability.
First Solar reports 2025 earnings, announces Oxford PV licensing agreement, alleges patent infringement in new ITC action
The company’s stock price fell more than 12% in extended trading following the earnings announcement, partly due to lower-than-expected guidance for 2026 sales and revenue.
First Solar: Economic powerhouse building momentum
The U.S. solar manufacturer of thin-film solar modules supports nearly 30,000 U.S. jobs, contributed nearly $6 billion to the U.S. economy in 2025 and is forecast to see further gains in the coming year, according to a recent study.
Global cadmium telluride solar module manufacturing capacity could reach 100 GW by 2030
In a perspective paper in Joule, a group of U.S. researchers described technology and supply chain efforts required to reach worldwide annual cadmium telluride (CdTe) solar PV capacity of 100 GW by 2030.
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.
First Solar commits $330 million to new South Carolina factory
First Solar has selected Gaffney, in Cherokee County, South Carolina, as the site for its fifth U.S. module manufacturing facility. The company will invest approximately $330 million in the project.
First Solar to open its fifth U.S. factory, adding 3.7 GW of annual production
The company’s share price jumped 15% following its Q3 earnings call, which included the announcement of a factory that is expected to produce over 8 million finished solar panels per year at full capacity.
Cadmium telluride vs. crystalline silicon in agrivoltaics
Canadian researchers investigated how the transparency of cadmium telluride and crystalline silicon solar panels affects lettuce growth in agrivoltaic systems. They found that 69%–transparent silicon panels increased lettuce yield by 3.6%, whereas cadmium telluride panels led to a reduction in yield.
Revised solar stock investment risks
The Invesco Solar ETF (TAN) underperformed the S&P 500 and Dow Jones Industrial Average (DJIA) in April 2025. Jesse Pichel of Roth Capital Partners attributes this to concern over proposals included in the U.S. administration’s budget reconciliation bill that could be detrimental to the solar industry.
