The $21 billion capex bill: analyzing the cost of the U.S. 100 GW module production milestone

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A new analysis from Terawatt PV Research highlights that the U.S. invested approximately $21 billion in capital expenditure to reach 100 GW of solar module production by Q2 2026, with First Solar responsible for nearly 25% of this investment. This milestone marks significant growth in the U.S. solar manufacturing industry focused on photovoltaic modules.

New analysis by Terawatt PV Research reveals that about $21 billion of cumulative manufacturing capital expenditure was spent in the United States by the time domestic module production output passed 100 GW in Q2 2026. One company - First Solar - accounts for almost one-quarter of domestic PV manufacturing capex over the history of the U.S. solar industry. The post The $21 billion capex bill: analyzing the cost of the U.S. 100 GW module production milestone appeared first on pv magazine Global.