Driven by multi-billion-dollar investments from the likes of Tesla and Corning, U.S. solar manufacturing capital expenditure is forecast to skyrocket 150% year-on-year to $7 billion in 2027, marking a massive breakout year as silicon-based technology eclipses thin-film spending and cements a domestic supply chain.

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 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.