{"id":158778,"date":"2025-08-15T13:13:28","date_gmt":"2025-08-15T13:13:28","guid":{"rendered":"https:\/\/www.pv-tech.org\/?p=158778"},"modified":"2025-08-15T13:13:31","modified_gmt":"2025-08-15T13:13:31","slug":"t1-energy-corning-landmark-us-made-solar-poly-wafer-cell-supply-deal","status":"publish","type":"post","link":"https:\/\/www.pv-tech.org\/t1-energy-corning-landmark-us-made-solar-poly-wafer-cell-supply-deal\/","title":{"rendered":"T1 Energy, Corning sign \u2018landmark\u2019 US-made solar poly, wafer, cell supply deal"},"content":{"rendered":"\n
\"A
The shipments are scheduled to start in the \u201csecond half of 2026\u201d. Image: T1 Energy.<\/figcaption><\/figure>\n\n\n\n

US solar manufacturer T1 Energy has signed a deal to buy US-made polysilicon and wafers from ceramics and glass producer Corning.<\/p>\n\n\n\n

T1 said the deal was a \u201clandmark\u201d in the US solar industry, representing a fully US-made silicon supply chain.<\/p>\n\n\n\n

Under the agreement, Corning will supply wafers and polysilicon from its planned manufacturing campus in Michigan<\/a>. Corning\u2019s subsidiary, Hemlock Semiconductor, will produce polysilicon which will be made into wafers by Corning, then shipped to T1 Energy\u2019s under-construction solar cell manufacturing facility in Austin, Texas<\/a>. The cells will then be made into modules at T1\u2019s module production facility in Dallas, Texas.<\/p>\n\n\n\n

 The shipments are scheduled to start in the \u201csecond half of 2026\u201d.<\/p>\n\n\n\n

\u201cThis is American companies building in America and protecting American energy security,\u201d said Daniel Barcelo, CEO of T1 Energy. \u201cThe US needs to establish critical energy supply chains built on domestic capacity and industrial know-how.\u201d<\/p>\n\n\n\n

If the supply deal is realised, it could represent a significant moment in the US solar manufacturing industry.<\/p>\n\n\n\n

The country has successfully built over 50GW of solar module production<\/a> capacity, but upstream components\u2014cells, wafers and polysilicon\u2014have yet to materialise in comparable numbers. This is partly due to the complexity of the processes and partly due to China\u2019s global dominance of the solar supply chain, which has driven down prices.<\/p>\n\n\n\n

AB Ghosh, Corning VP and CEO of Hemlock Semiconductor, said the deal with T1 \u201cunderscores the strong demand for high-quality, American-made solar technologies.\u201d<\/p>\n\n\n\n

The US government has changed the policy landscape for domestic solar manufacturing, introducing potentially damaging \u201cForeign Entity of Concern\u201d restrictions for tax credit eligibility, and layers of trade and tariff complexity for solar products entering the US.<\/p>\n\n\n\n

Given the disparity between US module capacity and upstream manufacturing, many companies rely heavily on imports. But last month, T1 Energy said it expected potential tariffs on polysilicon imports and the antidumping and countervailing duty (AD\/CVD) tariffs on solar cells and modules from certain countries to \u201cboost\u201d the US industry<\/a>.<\/p>\n\n\n\n

The long-term impact of the tariffs remains to be seen, but a successful supply deal with Corning would be a meaningful step for the industry.<\/p>\n\n\n\n

Along with Hemlock Semiconductor, another US firm, Highland Materials, is planning to set up polysilicon production. The company recently signed a lease agreement<\/a> for land at a former nuclear power site in Tennessee.<\/p>\n","protected":false},"excerpt":{"rendered":"

US solar manufacturer T1 Energy has signed a deal to buy US-made polysilicon and wafers from ceramics and glass producer Corning.<\/p>\n","protected":false},"author":161,"featured_media":155901,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[69,4312,8593,3183,72,13142,79,9697],"paywall-tags":[],"regions":[29],"industry-segments":[13,11,8,12],"class_list":["post-158778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-csi-manufacturing","tag-cell-manufacturers","tag-corning","tag-hemlock-semiconductor","tag-pv-modules","tag-t1-energy","tag-us","tag-wafer-manufacturers","regions-americas","industry-segments-cell-processing","industry-segments-fab-facilities","industry-segments-manufacturing","industry-segments-materials"],"acf":[],"yoast_head":"\nT1 Energy, Corning sign 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