First Solar 3.7GW South Carolina module plant lifts US solar manufacturing to 17.7GW by 2027

First Solar

The First Solar 3.7GW South Carolina module plant adds major new US capacity. First Solar will build the facility in Gaffney. The First Solar 3.7GW South Carolina module plant carries a planned $330 million investment. Therefore, it strengthens domestic solar module manufacturing.

The plant should start commercial operations in the second half of next year. The company announced the project after outlining another US plant in October. Meanwhile, developers want stable module supply and shorter delivery timelines. As a result, the First Solar 3.7GW South Carolina module plant supports supply chain resilience.

New capacity raises domestic output to 17.7GW in 2027

The new factory adds 3.7GW of annual module capacity. First Solar expects this expansion to lift domestic capacity to 17.7GW in 2027. However, ramp schedules depend on equipment delivery and workforce training. Therefore, early execution will matter.

This expansion signals continued investment in US solar manufacturing. Companies are rebuilding localized supply lines for utility-scale demand. Meanwhile, buyers increasingly prefer contracted, predictable volumes. As a result, capacity additions can improve pricing stability.

US footprint expands across multiple states

The South Carolina site will join five other US manufacturing facilities. First Solar already operates plants in Ohio, Alabama, and Louisiana. Therefore, the company widens geographic redundancy and logistics options.

More domestic module output can reduce exposure to shipping disruptions. It can also support faster project cycles for developers. Meanwhile, US-based manufacturing can simplify procurement for regulated tenders. As a result, the expansion can improve bankability for long-duration build plans.

The Metalnomist Commentary

Module capacity matters, but reliable ramp execution decides real supply. Meanwhile, US factories will compete on uptime, yields, and delivery certainty. Therefore, buyers should align contracts with commissioning milestones and proven throughput.