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Technology & Products
Building quality domestic U.S. solar cell fabs is more important than technology-choice today Analysis taken from the new Solar Manufacturing USA Quarterly report highlights steady progress with c-Si cell production during 2026, with strong upside to the forecast through 2027 if existing lines can be ramped effectively and some of the 2027 plans are brought forward by just a few months.
Finlay Colville
Oct 07, 2026
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Technology & Products
First Solar sues JA Solar and American Panel Solutions over TOPCon patents The largest U.S. solar manufacturer has escalated its legal push against imported TOPCon cell technology, filing a patent infringement suit in federal court against China’s JA Solar and Corning subsidiary American Panel Solutions.
Ryan Kennedy
Oct 05, 2026
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Technology & Products
Digital twin tech offers ‘anti-involution’ strategies for China’s PV industry Researchers in China have developed a digital twin-based simulation framework to help PV manufacturers counter excessive price competition and declining profitability. The study found that combining moderate price increases with higher R&D investment could improve financial performance and long-term competitiveness, although the results remain unvalidated in real-world operations.
Emiliano Bellini
Oct 05, 2026
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Markets & Policy
Global polysilicon prices hold steady as China price gains meet buyer resistance In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
OPIS
Oct 02, 2026
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Markets & Policy
U.S. government restricts pre-tariff solar stockpiling ahead of December 4 deadline Commerce capped import volumes and threatened to revoke broker licenses to prevent surge shipments aiming to evade Section 232 tariffs.
Ryan Kennedy
Sep 28, 2026
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Markets & Policy
Chinese PV Industry Brief: Growatt raises inverter, battery prices by up to 10% Growatt is following Sungrow in raising inverter and storage system prices, with increases of 5% to 10% being planned from Oct. 8.
Vincent Shaw
Sep 25, 2026
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Markets & Policy
China and U.S. module prices hold ahead of Golden Week and Section 232 price floors In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
OPIS
Sep 25, 2026
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Technology & Products
The $21 billion capex bill: analyzing the cost of the U.S. 100 GW module production milestone New analysis by Terawatt PV Research reveals that about $21 billion of cumulative manufacturing capital expenditure was spent in the United States by the time domestic module production output passed 100 GW in Q2 2026. One company – First Solar – accounts for almost one-quarter of domestic PV manufacturing capex over the history of the U.S. solar industry.
Finlay Colville
Sep 24, 2026
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Technology & Products
Blue wafers are fundamentally undermining U.S. solar manufacturing The core debate shaping U.S. solar manufacturing isn’t just factory capacity, but whether facilities perform the critical P/N junction process on raw “gray” wafers or merely finish partially completed “blue” wafers imported from abroad.
Sekhar Tatineni
Sep 23, 2026