NexWafe’s Post

The environment for solar wafer manufacturing outside of the Chinese supply chain continues to improve. The incoming Administration is likely to have a focus on domestic content, and may strengthen the tax benefits for using solar panels with high levels of DC, and Customs and Border Protection continues to crack down on imports of solar products linked to forced labor. They have just added four Chinese wafer producers to the "entities list" under the UFLPA, meaning that these wafers and cells and modules made from them are presumptively barred from entering the US. This includes JA Solar, a major wafer producer. Several companies are making good progress on wafer capacity in the US; Corning Incorporated/Hemlock Semiconductor, NorSun and Qcells North America. NexWafe also continues to make great progress on their high throughput, low carbon wafer technology. All of these producers will make low carbon footprint wafers free of forced labor risks. Domestic cell and module producers should be preparing for reduced cell and wafer supplies from China, and mow is the time to be seeking arrangements for non-Chinese supply. https://lnkd.in/gbtuN526