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Wire · technology

ES Foundry Expands US Solar Cell Capacity To 3 GW

8 July 2026 · By · Wire by Fusion42

Published

8 July 2026

Topic

technology

◆ Sectors

Climate Tech

◆ Geography

United States

◆ Source

Read at taiyangnews.info →

◆ Verified

Fusion42 · 8 July 2026 · Fusion42 review

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.

This Wire brief sits within Fusion42's coverage of Climate Tech.

◆ ◆ 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.

◆ Coverage

1 source · 8 Jul 2026

◆ Related on Wire

◆ Topics

Climate Techsolar-manufacturingdomestic-capacitysupply-chainfeoc-compliancebifacial-perc