Aug 15 (Reuters) - U.S. solar company T1 Energy ( TE )
and specialty glass maker Corning have reached a deal
that will establish a fully domestic solar supply chain,
connecting polysilicon, wafers, cells, and panels manufactured
in the United States, they said on Friday.
The deal will help T1 satisfy growing U.S. demand for panels
produced with American-made components. Under President Donald
Trump's One Big Beautiful Bill Act, solar companies will be
restricted from claiming federal clean energy tax credits if
projects contain meaningful amounts of equipment produced by
"foreign entities of concern," including China.
"This landmark supply chain agreement with Corning will help
invigorate America with scalable, reliable, low-cost energy," T1
CEO Daniel Barcelo said in a statement. "This is American
companies building in America and protecting American energy
security."
Under the agreement, Corning will supply T1 with solar
wafers from its Michigan factory starting in the second half of
2026. Wafers are thin slices of silicon that are the building
blocks of solar cells that transform sunlight into electricity.
China dominates global solar wafer manufacturing. Trump has
criticized the solar industry for being too reliant on Chinese
supply chains.
The deal is an expansion of an existing supply contract for
solar-grade polysilicon, the industry's raw material.
T1 will use the wafers, produced by Corning subsidiary Hemlock
Semiconductor, at an Austin, Texas, cell facility that is under
development, the companies told Reuters. Those cells will be
assembled into panels at T1's existing factory near Dallas.
Both companies combined will employ about 6,000 workers in
Michigan and Texas, they said.
Corning reached a similar deal with manufacturers Suniva and
Heliene earlier this year.