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ES Foundry Expands US Solar Cell Capacity To 3 GW
ES Foundry commissioned a 2 GW solar cell production line in South Carolina, reaching 3 GW total capacity and addressing a critical upstream manufacturing gap in the US solar supply chain. The facility manufactures bifacial PERC cells with full Foreign Entity of Concern (FEOC) compliance to support domestic content requirements.
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The Wire takeaway
US solar cell capacity bottleneck is closing: ES Foundry's 3 GW + incoming 25 GW under construction signals a structural shift in upstream supply security and FEOC-compliant sourcing, creating cost and sourcing optionality for downstream module/deployment founders.
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Topics: Climate Tech · solar-manufacturing · domestic-capacity · supply-chain · feoc-compliance · bifacial-perc