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9.8GW! T1 Energy Expands U.S. Solar Cell Production Capacity

On October 10, U.S. photovoltaic manufacturer T1 Energy announced via its official website that it has made a strategic investment in solar cell developer Talon PV and acquired a minority stake. This collaboration will synergize the two companies’ photovoltaic manufacturing footprint in Texas, with a combined planned capacity of 9.8 GW, further solidifying the state’s position as a U.S. solar manufacturing hub.

According to the announcement, T1 Energy is advancing the construction of its G2_Austin solar cell factory in Rockdale, Texas. The project, with a designed capacity of 5 GW and a total investment of $850 million, is expected to commence its first phase of production in the fourth quarter of 2026. The factory will adopt the state-of-the-art TOPCon (Tunnel Oxide Passivated Contact) technology, utilizing processes such as silicon nitride coating and atomic layer deposition of aluminum oxide for rear-side passivation to enhance photoelectric conversion efficiency. Based on N-type silicon wafers, the cells will achieve zero light-induced degradation.

As the target of this investment, Talon PV is developing a 4.8 GW solar cell factory in Baytown, Texas, scheduled to begin production by the end of 2026. The company has secured a patent license for TOPCon technology from First Solar and is collaborating with the Fraunhofer ISE Institute to establish a pilot line for process optimization. Its products will include high-efficiency G12-sized cells, while also initiating forward-looking R&D on perovskite-silicon tandem cells.

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