5N Plus secures new material supply deals with First Solar

Canada-based specialty metals firm, 5N Plus said it had secured a series of multi-year contracts for the supply of semiconductor materials (CdTe) and ancillary services deal with leading CdTe thin-film PV module manufacturer, First Solar.

Solar manufacturing capacity expansion announcements highest on record in Q4 2017

As previously reported there was a significant slowdown in global solar PV manufacturing capacity expansion announcements in the third quarter of 2017, which we highlighted was hardly surprising due to significant level of expansions plans announced in the first half of the year. However, despite increased concerns over the potential imposition of restrictive trade practices in the US and India in the fourth quarter of 2017, there was a significant rebound over the previous quarter, leading to the highest recorded gigawatts of new expansion announcements.

First Solar ramping Series 6 capex as R&D spending declines

The major manufacturing transition by First Solar to its large-area Series 6 CdTe thin-film module format is well underway and, going by recent management commentary in its fourth quarter 2017 conference call with financial analysts, has increased its tempo slightly, not least due to updated spending plans for the second time in a few months.

First Solar executives losing hair over first ‘Series 6’ panel produced

Leading thin-film manufacturer First Solar highlighted at its 2017 Analyst Day event that it had recently fabricated the first functional CdTe Series 6 thin-film panel at its Perrysburg, Ohio plant, which is spearheading the transition to the larger format at all of the company’s manufacturing plants based in Malaysia and Vietnam.

SunPower running scared of First Solar

Documents filed by US-headquartered high-efficiency PV cell and module producer SunPower Corp to the US International Trade Commission (ITC) in respect to the ‘Section 201’ trade case show that SunPower wants thin-film modules made by First Solar included in any remedy actions, while pitching for its IBC (Interdigitated back contact) cells and modules to be excluded.