T1 Energy’s $400M Texas Solar Fab Poised to Reshape U.S. Solar Supply Chain
Construction of G2_Austin Aims to Expand Domestic Solar Manufacturing
T1 Energy Inc. (NYSE:TE) has officially begun construction on its G2_Austin solar cell facility in Milam County, Texas—marking a milestone in U.S. efforts to build a fully domestic solar manufacturing pipeline. With an expected investment of $400 to $425 million, the project’s first phase will add an annual 2.1 gigawatts (GW) of high-efficiency TOPCon solar cell production by the end of 2026. For perspective, this single facility phase will surpass the entire current U.S. silicon-based solar cell manufacturing capacity.
First Phase Already Sets New Capacity Record—Expansion Planned
What makes G2_Austin stand out is not just its size, but the strategic vision it represents. According to the company, the second phase could add another 3.2GW, giving T1 the ability to flex capacity if demand surges. Combined, the first two phases alone would push the site’s capacity far beyond what any U.S.-based manufacturer currently offers. Here’s a snapshot of what’s planned:
| Phase | Planned Annual Capacity (GW) | Estimated Completion | New Jobs Created | Investment ($M) |
|---|---|---|---|---|
| Phase 1 | 2.1 | End of 2026 | Up to 1,800 | 400-425 |
| Phase 2 | 3.2 | TBD | TBD | TBD |
Integrated Supply Chain Aims for Self-Reliance in U.S. Solar
T1’s push in Texas is designed to create the missing link in the U.S. solar value chain. The G2_Austin fab will feed domestically made cells to the company’s operational 5GW G1_Dallas module factory, answering demand from American energy developers who want solar products sourced entirely within the U.S. In parallel, T1 is securing key raw materials from American suppliers: it’s contracting with Hemlock Semiconductor and Corning Inc. for polysilicon and wafers. The ultimate goal—building an integrated, American-led solar ecosystem—aligns with ongoing pro-growth U.S. economic policies that encourage local manufacturing and job creation.
Major Economic Impact Expected for Texas
The facility is expected to create up to 1,800 advanced manufacturing jobs and will be a cornerstone for T1’s broader strategy in American energy security and technological leadership. The investment also supports local economic growth, promising skilled jobs in Milam County and greater demand for supporting services in the area.
What This Means for U.S. Solar and Energy Investors
T1 Energy’s G2_Austin initiative signals a shift toward more resilient and independent U.S. solar supply. If the planned capacity is realized—and particularly if the second phase goes ahead—it could tilt the market dynamics, strengthening domestic supply and reducing reliance on imports. For investors, this move positions T1 as a major player in the emerging U.S.-centric solar manufacturing race, with eyes on both capacity expansion and potential future projects.
As the solar industry navigates evolving energy policies and rising demand for homegrown solutions, the G2_Austin fab is one to watch. T1 Energy’s progress on this site may shape the competitive landscape of U.S. renewable energy manufacturing in the years ahead.
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