Snapshot from Jul 25, 2026 at 07:00 UTC. For live data and tracking: View Live
Business factory expansion

ES Foundry completes 2 GW expansion

Analysis based on 9 articles · First reported Jul 07, 2026 · Last updated Jul 07, 2026

Sentiment
40
Attention
3
Articles
9
Market Impact
General
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The expansion strengthens the domestic solar supply chain, reducing reliance on imported cells and supporting compliance with domestic content incentives. It positions ES Foundry to capture market share as tariffs on imported cells are expected to level costs.

Solar Energy Manufacturing Clean Energy

ES Foundry, a U.S. solar cell manufacturer, announced the completion of a 2 GW expansion at its Greenwood, South Carolina factory, bringing total annual capacity to 3 GW. The first cell came off the new production line on July 7, 2026. The facility produces crystalline bifacial PERC solar cells. The expansion supports domestic content requirements under the One Big Beautiful Bill Act and addresses a critical gap in the U.S. solar supply chain. The company has hired over 400 people in Greenwood County. ES Foundry is now the second-largest silicon cell manufacturer in the U.S., behind Hanwha Group — Qcells.

per
CEO Alex Zhu announced the expansion, emphasizing execution over announcements, reinforcing the company's leadership.
Importance 60.0 Sentiment 50.0
loc
Greenwood County benefits from over 400 new jobs and economic investment from ES Foundry's expansion.
Importance 40.0 Sentiment 60.0
per
General Manager Lionel Moss highlighted the community partnership and job creation in Greenwood County.
Importance 30.0 Sentiment 30.0
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Hanwha Group — Qcells remains the largest U.S. silicon cell manufacturer with a 3.5 GW plant, but faces increased competition from ES Foundry.
Importance 20.0 Sentiment 0.0
stock
Canadian Solar recently started cell production on a 2.1 GW line in Indiana, adding to domestic capacity.
Importance 15.0 Sentiment 0.0
priv
Suniva operates a 1 GW plant in Georgia and plans expansion, contributing to the growing U.S. cell manufacturing base.
Importance 15.0 Sentiment 0.0
priv
Wood Mackenzie provided analysis estimating U.S. solar cell capacity growth to 20.5 GW by 2027, contextualizing the expansion.
Importance 10.0 Sentiment 0.0
stock
Intertek CEA analyzed tariff impacts and domestic content, highlighting the market opportunity for ES Foundry.
Importance 10.0 Sentiment 0.0
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