As TOPCon manufacturing expands globally, producers are facing different cost, safety and supply-chain realities – creating an opportunity to rethink technology platforms and prepare for next-generation tandem architectures.
The latest domestic solar-grade polysilicon transaction prices from the Silicon Industry Branch of the China Nonferrous Metals Industry Association show that all domestic n-type solar-grade polysilicon products have plunged, with steep declines across the board.
Analysis: Just as the energy crisis following Russia’s invasion of Ukraine led to a European pivot on clean energy, the US-Israel war on Iran presents another potential turning point, this time with a wider global reach.
From a net profit of RMB632 million (US$91.5 million) to a loss of nearly RMB10 million — what went wrong for Arctech Solar, China’s leading PV tracker manufacturer, in 2025?
Analysis: As new duties threaten to block PV producers from India, Laos and Indonesia from the US market, the outcome of the Section 232 polysilicon investigation could put an end to the question of who will be next.
FTC Solar has signed a three-year supply agreement with Lubanzi Inala to provide solar tracker systems for multiple utility-scale projects across South Africa.