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Part 3: Which announcements are becoming reality in the US PV manufacturing boom? 

In the third part of this week’s series exploring the US solar supply chain, we track how quickly announced manufacturing capacity is translating into real production.

India’s solar module overcapacity to persist through 2030 as capacity reaches 233GW

India’s solar module capacity has reached 233GW, with factories operating at 35–40% utilisation amid rising overcapacity.

Part 2: Mapping the gaps in the US solar supply chain – from polysilicon to modules

US module production is at a near saturation point, but significant capacity gaps persist further up the supply chain, writes head of PV Tech Research, Moustafa Ramadan.

ARENA commits AU$105.6 million to next wave of solar research in Australia

ARENA has announced up to AU$105.6 million for 20 research and development projects aimed at reducing the cost of large-scale solar.

Importing solar modules to US ‘no longer makes sense’ under Section 232 – Intertek CEA

Importing solar modules to the US will “no longer make any economic sense” under new Section 232 tariffs for polysilicon-based products, according to Intertek CEA.

Trump bans foreign power equipment over national security risks

US President Donald Trump has banned the import of inverters, transformers and other power equipment that pose a potential risk to US grid security.
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Summary
Summary
Dr. Jan-Philipp Mai, CEO of Solar Materials, speaks to PV Tech about the potential for manufacturing in European solar at the 2026 edition of Solar Media’s Solar Finance & Investment Europe summit.
The solar glass plant will operate under Waaree Energies’ wholly owned subsidiary, Waaree Green Glass. Image: Waaree Energy.

Waaree Energies to expand Arizona module plant to 1.6GW

News
September 2, 2026
Waaree Energies approved US$37 million to expand its Arizona module plant to 1.6GW and consolidate 2.11GW in Gujarat.
Image: State of New Jersey

New Jersey passes law permitting balcony solar

News
September 2, 2026
New Jersey governor Mikie Sherrill has signed into law a bill that will permit state residents to use plug-in solar panels of up to 1,200W.
An Affordable Wire Management project.

Array Technologies completes acquisition of Affordable Wire Management

News
September 2, 2026
Array Technologies has completed its acquisition of Affordable Wire Management (AWM), following the announcement of the deal in July.
Midsummer_Tech_CIGS_Tools

Midsummer ditches plans for 200MW Swedish CIGS facility

News
September 2, 2026
Swedish thin-film PV manufacturer Midsummer has abandoned from plans to build a new 200MW cell manufacturing facility in its home country.
A European Energy solar project.

EU solar delivers savings of more than €30 billion since start of Iran conflict – SPE

News
September 2, 2026
Europe’s PV fleet has removed the need for over €30 billion (US$34.74 billion) in gas imports since the start of the Iran conflict.
The proposed decision is not yet final and is scheduled to be considered at the Commission’s 14 May 2026 Business Meeting at the earliest. Image: CCSU.

California advances bill enabling remote inspections of residential solar and storage systems

News
September 1, 2026
California has advanced a bill that would enable residents to request remote inspections for home energy systems.
A concept image of a satellite.

US DOE launches US$12 million R&D fund for space-based solar power

News
September 1, 2026
The US has launched a US$12 million R&D fund that will support projects to produce solar panels for use in space.
A Westbridge solar project.

Westbridge enters definitive agreement to sell 225MW solar-plus-storage project in Canada

News
September 1, 2026
Canadian renewables development-stage developer Westbridge Renewable Energy has entered into a definitive share purchase agreement for the sale of its 225MWac Red Willow solar-plus-storage project in Canada.

PV Manufacturing USA

The latest from across the US solar supply chain

Waaree Energies to expand Arizona module plant to 1.6GW

News

Part 3: Which announcements are becoming reality in the US PV manufacturing boom? 

Features, Guest Blog

US DOE launches US$12 million R&D fund for space-based solar power

News

Part 2: Mapping the gaps in the US solar supply chain – from polysilicon to modules

Features, Editors' Blog

US PV manufacturing: how much capacity will actually be online by 2030?

Features, Guest Blog
The Deisenhausen solar-plus-storage project in Germany. The importance of storage as an enabler of solar PV has yet to be fully recognised at the policy level. Image: BayWa r.e

Germany launches third rooftop solar PV tender of 2026, aims for 296MW of capacity

News
September 1, 2026
The Bundesnetzagentur has launched its third rooftop solar PV tender of the year, which aims to award 296.3MW of new rooftop solar capacity.
Smoky-Creek-and-Guthries-Gap-Artist-Impression-Golden-Hour-Image-Edify-Energy-768x483

Clean Energy Regulator: Australia’s clean energy transition ‘accelerating’ as Q2 records tumble

News
September 1, 2026
Australia recorded its strongest quarter yet for rooftop solar installations, household battery storage uptake and large-scale solar investment in Q2 2026, according to the Clean Energy Regulator's (CER) latest Quarterly Carbon Market Report.
Hemlock Semiconductor crop

US PV manufacturing: how much capacity will actually be online by 2030?

Features, Guest Blog
August 31, 2026
Head of PV Tech Research, Moustafa Ramadan, kicks off a five-part series tracing the evolution and future of the US solar manufacturing supply chain.
Image: DCI Data Centers.

Spain will require 80% energy consumption from data centres to be renewables

News
August 28, 2026
The Spanish government has unveiled plans to require data centres to have at least 80% of their hourly generation be powered by renewable energy.
A Canadian Solar manufacturing facility.

Canadian Solar Q2 PV module shipments fall 60% YoY, nearing levels last seen in Q2 2020

News
August 28, 2026
Solar cell and module manufacturer Canadian Solar has shipped 3.1GW of modules in the second quarter of 2026, a 60% year-on-year decrease.
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Newsletter

PV Manufacturing USA

The latest from across the US solar supply chain

Waaree Energies to expand Arizona module plant to 1.6GW

News

Part 3: Which announcements are becoming reality in the US PV manufacturing boom? 

Features, Guest Blog

US DOE launches US$12 million R&D fund for space-based solar power

News

Part 2: Mapping the gaps in the US solar supply chain – from polysilicon to modules

Features, Editors' Blog

US PV manufacturing: how much capacity will actually be online by 2030?

Features, Guest Blog

Most Read

California advances bill enabling remote inspections of residential solar and storage systems

News

US DOE launches US$12 million R&D fund for space-based solar power

News

Clean Energy Regulator: Australia’s clean energy transition ‘accelerating’ as Q2 records tumble

News

US PV manufacturing: how much capacity will actually be online by 2030?

Features, Guest Blog

Part 2: Mapping the gaps in the US solar supply chain – from polysilicon to modules

Features, Editors' Blog

Westbridge enters definitive agreement to sell 225MW solar-plus-storage project in Canada

News

Industry Updates

LONGi reports H1 2026 revenue exceeding RMB 27 billion, with BC product sales doubling.

By LONGi

JinkoSolar attends UNCCD COP17 in Mongolia

By JinkoSolar

Hoymiles showcases expanded energy solutions at Intersolar South America

By Hoymiles

TCL Solar showcases advanced BC technology at Intersolar South America

By TCL Solar

LONGi at UNCCD COP17: Li Zhenguo explains two technological pathways for PV-powered food security

By LONGi

DMEGC Solar powers Eastern Europe’s leading renewable energy trade fair

By DMEGC Solar

Sponsored Papers

White Paper on 182mm wafer based module. Optimal Module Solution for Achieving Lower LCOE at Utility Scale Photovoltaic Power Stations

DeepBlue 3.0

Study: Operating Temperatures of the 210mm Ultra-high Power Module

Trina Solar publishes its Vertex module technology white paper, unveiling a brand new technology heading towards 600W

Tiger Module Technology White Paper

Empowering your solar business with wireless monitoring and smart connectivity

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Features

A T1 Energy manufacturing facility.

Part 3: Which announcements are becoming reality in the US PV manufacturing boom? 

Features, Guest Blog
September 2, 2026

Part 2: Mapping the gaps in the US solar supply chain – from polysilicon to modules

Features, Editors' Blog
September 1, 2026

US PV manufacturing: how much capacity will actually be online by 2030?

Features, Guest Blog
August 31, 2026
Premium

Terrain-adapted PV design for more accurate yield estimates

Features, Guest Blog, Long Reads
August 28, 2026

Energy Storage

Sungrow’s battery storage revenue tops PV business, H1 shipments hit 25GWh

September 2, 2026

ONE Nuclear Energy executes LOI for 2.88GWh BESS and gas plant co-located with Louisiana data centre

September 2, 2026

Hyperstrong starts building LEAG’s 1.6GWh Germany BESS under turnkey contract 

September 2, 2026

Canadian Solar ships 3.7GWh of BESS in Q2 2026, company is ‘actively validating’ 15,000+ cycle sodium-ion product

September 2, 2026

Manufacturing

Waaree Energies to expand Arizona module plant to 1.6GW

News
September 2, 2026

Part 3: Which announcements are becoming reality in the US PV manufacturing boom? 

Features, Guest Blog
September 2, 2026

India’s solar module overcapacity to persist through 2030 as capacity reaches 233GW

News
September 2, 2026

Midsummer ditches plans for 200MW Swedish CIGS facility

News
September 2, 2026

Markets & Finance

New Jersey passes law permitting balcony solar

News
September 2, 2026

Part 3: Which announcements are becoming reality in the US PV manufacturing boom? 

Features, Guest Blog
September 2, 2026

Array Technologies completes acquisition of Affordable Wire Management

News
September 2, 2026

Midsummer ditches plans for 200MW Swedish CIGS facility

News
September 2, 2026

Power Plants

Waaree Energies to expand Arizona module plant to 1.6GW

News
September 2, 2026

US DOE launches US$12 million R&D fund for space-based solar power

News
September 1, 2026

Westbridge enters definitive agreement to sell 225MW solar-plus-storage project in Canada

News
September 1, 2026

Clean Energy Regulator: Australia’s clean energy transition ‘accelerating’ as Q2 records tumble

News
September 1, 2026

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PV Tech Power

The solar industry’s leading downstream publication, PV Tech Power addresses all key stakeholder groups accelerating the global large-scale deployment of solar PV and energy storage technologies. 

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Launched in 2008, Photovoltaics International remains the only independent journal within the PV industry that carries technical papers written by recognised industry experts, highlighting technological innovation and manufacturing excellence.

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