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Twenty-two U.S. solar PV manufacturers included in first domestic Ratings Pyramid
A new analysis of solar PV manufacturers in the United States by Terawatt PV Research provides the first detailed analysis of the current U.S. solar PV manufacturing landscape, with each company analysed across production, capital expenditure, technology, global activities/ownership and U.S.-specific strategy.
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Anza expects at least a 40% spike in solar module prices after Section 232
The challenge for developers is to move quickly to secure lower costs before the minimum pricing takes effect, with the options being to secure modules already in the U.S., accelerate imports or shift procurement strategies to preserve project economics.
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.
IRA-stimulated U.S. solar manufacturing capex to reach $12.2 billion by end 2026
A new report by Terawatt PV Research provides the first detailed bottom-up analysis of U.S. PV manufacturing sites, including capital expenditure, productivity and technology. The findings reveal that PV manufacturing capex since the introduction of the Inflation Reduction Act accounts for more than half of all investments in U.S. PV manufacturing this century.
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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.
U.S. solar module production reaches historic 100 GW landmark
The United States crossed 100 GW of cumulative solar PV module production during Q2 2026, according to a new bottom-up factory-level analysis by Terawatt PV Research going back to the early 1970’s. Almost two-fifths of all module production can be attributed to First Solar – a reflection of the company’s unique role in U.S. manufacturing dating back more than 20 years.
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