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| US solar |
T1–Corning US solar production will anchor cells and modules in America. The partners plan a Michigan–Austin–Dallas supply chain. T1–Corning US solar production uses Corning’s hyper-pure polysilicon and wafers. T1’s 5GW Austin cell facility starts by late 2026. T1–Corning US solar production then feeds T1’s Dallas module line. The strategy pursues predictable US solar components amid new tariffs.
US manufacturing plan links Michigan wafers to Austin cells
Corning will supply wafers and polysilicon from Michigan. T1 will convert these inputs at its $850mn Austin plant. The facility targets 5GW of cell capacity. Production should begin by end-2026. Cells will ship to Dallas for module assembly. Therefore, logistics remain entirely inside the US. This reduces import risk and lead times.
Policy tailwinds and risk factors for domestic solar
US trade actions tightened import conditions this year. Commerce imposed AD/CVD on key Southeast Asian suppliers. A Section 232 probe now reviews polysilicon import security. Therefore, domestic output gains relative certainty. However, ramp risk still includes yields and qualifications. Bankable offtakes and tax credits will shape execution.
The Metalnomist Commentary
This partnership aligns manufacturing with policy and grid needs. Yet scale economics hinge on high yields and steady wafer supply. Watch contract visibility and Austin ramp curves through 2027.
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