Domestic Production And Supply ChainTE has taken steps to fully onshore module production, as US policy pushes customer demand increasingly towards domestic content.
Financial Guidance And StabilityManagement reiterated FY EBITDA guidance of $25-50M on 2.6-3.0GW of module production, with a mix shift to merchant sales.
Strategic PartnershipsTE is positioning itself ahead of the curve, through its supply agreement with Corning for wafers and Nextracker for module frames, and Talon for cells.