NexWafe expands to the US, aims 6GW of wafer capacity

NexWafe has not yet selected a location, and is currently assessing potential manufacturing locations, along with securing strategic partnerships and offtake agreements for domestic wafer supply.

At the helm of the US subsidiary will be Jonathan Pickering, who was previously president of Chinese solar manufacturer JA Solar Americas and former vice president of equipment supplier company Applied Materials.

“Multiple top-tier solar companies have committed to advanced PV cell and module manufacturing at a multi-gigawatt scale across the US. But now we see a significant bottleneck in the supply chain for a domestic source of silicon wafers,” said Pickering, VP of business development for North America at NexWafe.

Since the Inflation Reduction Act was introduced in 2022, new capacity announcements or expansions have been flourishing in the US. However, most of these came from modules and cells with not as much from higher upstream – polysilicon, ingots and wafers – which could bring a disparity between available domestic capacity across the entire supply chain.

In a guest blog for PV Tech, Martin Meyers, principal consultant at industry advisory company Clean Energy Associates (CEA) explained how the disparity between domestic module capacity and the rest of the supply chain would force many module manufacturers to rely on imported cells.

“Our breakthrough EpiNex direct ‘gas-to-wafer’ manufacturing process targets this exact opportunity. We are developing a gigawatt-scale facility to manufacture high-performance. American-made, thin silicon wafers to serve our US customers, and we can do so while achieving a 60% reduction in the carbon footprint compared to today’s technology,” added Pickering.