Analysis: The opening of Corning's Michigan wafer plant puts it in a strong position to supply US-made, FEOC-compliant products, while competition from outside remains scarce.
OCI Holdings’ decision this week to buy a Vietnamese solar wafer facility to supply the US solar cell manufacturing industry makes clear the biggest vulnerability facing the sector today.
Despite policy setbacks, US manufacturing has come a long way since 2022 and shows strong potential looking ahead. Jonathan Touriño Jacobo looks at the data.