The partnership supports a full domestic energy supply chain from raw polysilicon to finished solar panels.
T1 Energy has signed a deal to buy the purified polysilicon and solar waffles from Corning that were produced on Michigan Manufacturing campus.
From the second half of 2026 it is expected that Corning waffles will be delivered to T1’s solar cell facility in Austin, Texas. The solar cells produced on the Austin site are then assembled as completed solar modules on the Dallas site of T1.
A completely domestic vertical integration of the Supply Chain of the solar production is relatively rare, because bottlenecks in certain stages of the chain persist in the production capacity. The Solar Energy Industries Association (SEIA) reports that the United States 25 GW active polysilicium refinement capacity, 2 GW cell capacity and 57.5 GW module assembly capacity and no polysilicon ingrot capacity or waffle capacity have.
However, some of the critically disadvantaged legs of the supply chain are expected to solve the capacity, with SEIA 8.3 GW Ingot and Wafer capacity under construction, as well as 19.3 GW of cells and another 15.3 GW of modules.
“The US must determine critical energy supply chains that are built on domestic capacity and industrial know -how,” said Daniel Barcelo, Chief Executive Officer and chairman of the board, T1 Energy. “Together with Corning, we intend to produce the ability of America to produce leading solar solutions, to support nearly 6,000 American jobs and to promote American energy independence.”
Corning is Invest $ 1.5 billion In his Michigan Polysilicon and Wafer facility, with an estimated 1500 jobs.
T1 Energy announced one $ 850 million investment In his production cell production facility in Austin, Texas. The G2 Austin factory is expected to start producing solar cells in the second half of 2026 and is planned to reach an annual output of 5 GW cells per year. T1 Energy said that the facility is expected to create up to 1,800 full -time jobs. T1 Energy said the site will produce advanced topcon sun cells.
T1 Energy launched as a rebrand of Freyr -battery, Acquiring assets of solar production of great global supplier Trina Solar for $ 340 million in the end of 2024. At the beginning of 2025, freyr -battery plans for a factory of $ 2.6 billion battery energy system in the state of Georgia, turned to solar production, and renamed solar manufacturing.
The acquisition of Trina Solar included a 5 GW, 1.35 million square feet automated production facility for solar module in Wilmer, Texas. In Q1, 2025, T1 Energy reported the production of 443 MW of solar modules on the site, called G1 Dallas.
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