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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 launch is part of a wider expansion of Nextpower’s solar solutions portfolio in Europe. Image: NextPower.
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European offtakers seek ‘known costs’ of renewable PPAs amid Middle East conflict

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September 3, 2026
PV Tech Premium speaks to IEEFA's Jonathan Bruegel about how renewable PPAs have become a key part of European energy resilience.
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Japanese scientists improve performance for tin-halide perovskite solar cells

News
September 3, 2026
Scientists in Japan have developed a new approach which they claim can improve the durability of tin-based perovskite solar cells.
A graph from PV Tech Research

PV Chart of the Week: All eyes on HJT in announced US cell and module manufacturing capacity

News
September 3, 2026
In this week's PV Chart of the Week, we look at disparity between announced and operational cell and module manufacturing capacity in the US across PERC, TOPCon and HJT.
According to the company, RE PILOT tests layout and storage sizing and placement against energy production, project economics and grid constraints simultaneously. Image: Raphael Cruz via Unsplash

PVFARM launches solar-plus-storage optimisation platform

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September 3, 2026
PVFARM launches RE PILOT platform to optimise utility-scale solar and co-located solar-plus-storage projects.
“In terms of actual production, we are the largest crystalline solar cell manufacturer in the US,” Zhu tells PV Tech Premium. Image: ES Foundry.

Part 4: The cell technology race shaping the US PV manufacturing boom

Features, Guest Blog
September 3, 2026
PERC, TOPCon or HJT? In the fourth of five articles this week, Moustafa Ramadan and Joe Hennessy of PV Tech Research examine emerging technology trends in US solar cell and module manufacturing.
Located in Eurajoki, in Finland’s Satakunta region, the project is owned and operated by Alight and, according to the company, is one of the largest solar projects in Finland. Image: Alight Energy.

Alight, Autoliv inaugurate 101MWp Eurajoki solar park in Finland

News
September 3, 2026
Swedish independent power producer (IPP) Alight Energy and automotive safety company Autoliv have inaugurated the 101MWp Eurajoki Solar Park in Finland.
masdar

UAE to hit 35% clean energy by 2031, bets on 24/7 solar-plus-storage

News
September 3, 2026
The UAE has raised its renewable and nuclear energy target to account for 35% of its energy mix by 2030-31, according to state-run media.
SEG Solar's Texas plant will product HJT cells and modules
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Heterojunction, a new home in the US

Long Reads, Features
September 3, 2026
Heterojunction is emerging as the n-type technology of choice as US PV manufacturers seek to minimise IP-related risks.

PV Manufacturing USA

The latest from across the US solar supply chain

PV Chart of the Week: All eyes on HJT in announced US cell and module manufacturing capacity

News

Part 4: The cell technology race shaping the US PV manufacturing boom

Features, Guest Blog

Heterojunction, a new home in the US

Long Reads, Features

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
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.
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Newsletter

PV Manufacturing USA

The latest from across the US solar supply chain

PV Chart of the Week: All eyes on HJT in announced US cell and module manufacturing capacity

News

Part 4: The cell technology race shaping the US PV manufacturing boom

Features, Guest Blog

Heterojunction, a new home in the US

Long Reads, Features

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

Most Read

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

News

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

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

News

New Jersey passes law permitting balcony solar

News

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

Features, Editors' Blog

Industry Updates

GoodWe UT series completes independent DNV technology review

By GoodWe

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

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

Part 4: The cell technology race shaping the US PV manufacturing boom

Features, Guest Blog
September 3, 2026
Premium

Heterojunction, a new home in the US

Long Reads, Features
September 3, 2026
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

Energy Storage

Inertia in Germany is ‘first bankable long-term revenue stream,’ could boost battery storage IRR by 1-2pp

September 3, 2026

Engie starts up 251MW BESS projects in Chile, Grenergy sells fourth phase of Atacama solar-plus-storage complex

September 3, 2026

Bulgaria now ‘the most battery-intensive energy market in the world’

September 3, 2026

Google partners with MN8 Energy and Eos on West Virginia solar-plus-LDES project

September 3, 2026

Manufacturing

Japanese scientists improve performance for tin-halide perovskite solar cells

News
September 3, 2026

PV Chart of the Week: All eyes on HJT in announced US cell and module manufacturing capacity

News
September 3, 2026

Part 4: The cell technology race shaping the US PV manufacturing boom

Features, Guest Blog
September 3, 2026

Heterojunction, a new home in the US

Long Reads, Features
September 3, 2026

Markets & Finance

European offtakers seek ‘known costs’ of renewable PPAs amid Middle East conflict

News
September 3, 2026

Part 4: The cell technology race shaping the US PV manufacturing boom

Features, Guest Blog
September 3, 2026

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

Power Plants

PVFARM launches solar-plus-storage optimisation platform

News
September 3, 2026

Alight, Autoliv inaugurate 101MWp Eurajoki solar park in Finland

News
September 3, 2026

UAE to hit 35% clean energy by 2031, bets on 24/7 solar-plus-storage

News
September 3, 2026

Waaree Energies to expand Arizona module plant to 1.6GW

News
September 2, 2026

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