First Solar licenses TOPCon technology to Talon PV for 4 GW cell manufacturing facility
4 GW
Capacity
development
Stage
First Solar licensed its TOPCon technology to Texas-headquartered Talon PV, which plans to build a 4 GW TOPCon cell manufacturing facility in the state, expected to begin operations in early 2026 and reach full capacity by early 2027.
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Counterparts (2)
Partner
Talon PV
Talon PV is a solar energy company that focuses on developing and operating solar power projects. They offer services including project development, engineering, procurement, construction, and operations and maintenance.
First Solar
First Solar is a leading American solar technology company and global provider of comprehensive photovoltaic (PV) solar energy solutions. They manufacture thin-film solar panels and develop, construct, and operate some of the world's largest grid-connected PV power plants.
Deal Analysis
This announced partnership sees First Solar, a leading American solar technology company, license its TOPCon technology to Texas-headquartered Talon PV. The agreement facilitates Talon PV's plan to establish a substantial 4 GW TOPCon cell manufacturing facility in the United States. This strategic move aims to bring significant domestic solar cell production online, with operations expected to commence in early 2026 and reach full capacity by early 2027.
The deal is notable for its focus on bolstering the U.S. solar manufacturing supply chain, leveraging First Solar's technological expertise to enable a new domestic production capability. With a 4 GW capacity, the facility represents a significant investment in American solar cell production, aligning with broader national initiatives to enhance energy independence and reduce reliance on foreign supply chains. Talon PV, a company focused on developing and operating solar power projects, is expanding its role into large-scale manufacturing through this partnership, supported by First Solar's proven technology.
- First Solar licenses TOPCon technology to Talon PV.
- Establishment of a 4 GW TOPCon cell manufacturing facility in the U.S.
- Expected operations by early 2026, full capacity by early 2027.
- Strengthens domestic solar supply chain and manufacturing capabilities.
Source Intelligence
KEY DETAILS
First Solar holds several patents for silicon TOPCon technology resulting from its 2013 acquisition of startup cell maker Tetrasun. Quote: "First Solar ... holds several patents for silicon TOPCon technology resulting from its 2013 acquisition of startup cell maker Tetrasun."
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Capacity
plans for a 4 GW TOPCon cell manufacturing facility
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Location
Texas-headquartered Talon PV, which has announced plans for a 4 GW TOPCon cell manufacturing facility in the state
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Announcement
Announcing the agreement with Talon PV in February 2025
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Signing
Announcing the agreement with Talon PV in February 2025
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COD
to begin operations in early 2026 and reach full capacity by the start of 2027
PARTIES MENTIONED IN SOURCE
F
First Solar
licensor
"Early in 2025, the company announced it had licensed its TOPCon technology to Texas-headquartered Talon PV"
T
Talon PV
licensee
"Early in 2025, the company announced it had licensed its TOPCon technology to Texas-headquartered Talon PV"
high quality
Enriched Mar 5, 2026
Timeline
Announced
Mar 5, 2026
Signed
Closed
Global Infrastructure Sherpa