Deals Counterparts

First Solar licenses TOPCon technology to Talon PV for 4 GW cell manufacturing facility

Partnership Solar announced United States Mar 5, 2026
4 GW
Capacity
development
Stage

First Solar licensed its TOPCon technology to Talon PV for a planned 4 GW TOPCon cell manufacturing facility in Texas.

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Deal Analysis

First Solar, known for its thin-film PV manufacturing, will license its TOPCon technology to Talon PV for a new 4 GW cell facility in Texas. This deal, announced for March 2026, brings Talon PV, a solar project developer and EPC firm, directly into domestic cell production. For First Solar, the partnership expands its technology licensing footprint beyond its core thin-film offerings. The 4 GW capacity facility adds substantial new manufacturing capability to the US solar supply chain.
  • First Solar, a thin-film manufacturer, licenses TOPCon technology.
  • Talon PV, a project developer, enters 4 GW cell manufacturing.
  • New 4 GW cell facility planned for Texas, United States.
  • Deal announced for March 5, 2026.

Source Intelligence

KEY DETAILS

First Solar licensed its TOPCon technology to Talon PV. First Solar holds several patents for silicon TOPCon technology resulting from its 2013 acquisition of startup cell maker Tetrasun. Talon PV is Texas-headquartered. The facility is a TOPCon cell manufacturing facility. The facility is expected to reach full capacity by the start of 2027. Quotes: "First Solar announced it had licensed its TOPCon technology to Texas-headquartered Talon PV, which has announced plans for a 4 GW TOPCon cell manufacturing facility in the state to begin operations in early 2026 and reach full capacity by the start of 2027.", "First Solar operates 14 GW of PV manufacturing capacity in the United States for its cadmium telluride thin-film modules and expects to expand to 17.7 GW by 2027. It also holds several patents for silicon TOPCon technology resulting from its 2013 acquisition of startup cell maker Tetrasun."

Capacity
Talon PV, which has announced plans for a 4 GW TOPCon cell manufacturing facility in the state
Location
Texas-headquartered Talon PV, which has announced plans for a 4 GW TOPCon cell manufacturing facility in the state
Announcement
Announcing the agreement with Talon PV in February 2025
COD
to begin operations in early 2026 and reach full capacity by the start of 2027.
PARTIES MENTIONED IN SOURCE
F
First Solar licensor

"First Solar announced it had licensed its TOPCon technology to Texas-headquartered Talon PV"

T
Talon PV licensee

"First Solar announced it had licensed its TOPCon technology to Texas-headquartered Talon PV"

high quality Enriched Mar 9, 2026

Timeline

Announced
Mar 5, 2026
Signed
Closed

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