T1 Energy, Corning Announce Strategic Commercial Agreement Boosting US Solar Supply Chain

T1 Energy and Corning Incorporated have signed a strategic commercial agreement to boost the US solar supply chain. Corning will supply hyper-pure polysilicon and solar wafers to T1's G2_Austin solar cell facility, which will start production in H2 2026. The agreement aims to provide a stable and predictable supply of domestically sourced solar components, supporting long-term planning for customers. This vertically integrated model connects American-made polysilicon, wafers, cells, and modules.

T1 Energy Inc. (NYSE: TE) and Corning Incorporated (NYSE: GLW) have signed a strategic commercial agreement to bolster the U.S. solar supply chain. The partnership, announced on August 15, 2025, involves Corning supplying hyper-pure polysilicon and solar wafers to T1's G2_Austin solar cell facility, which is set to commence production in the second half of 2026. The agreement aims to provide a stable and predictable supply of domestically sourced solar components, supporting long-term planning for customers. This vertically integrated model connects American-made polysilicon, wafers, cells, and modules [1].

The collaboration is expected to support nearly 6,000 American jobs and enhance U.S. energy independence through a manufacturing base spanning Michigan and Texas. Daniel Barcelo, T1’s Chief Executive Officer and Chairman of the Board, stated, "This landmark supply chain agreement with Corning will help invigorate America with scalable, reliable, low-cost energy. This is American companies building in America and protecting American energy security" [1].

AB Ghosh, Corning Vice President and General Manager of Solar and Chairman and CEO of Hemlock Semiconductor, added, "We’re accelerating the ramp of our advanced manufacturing capabilities to support a resilient U.S. solar supply chain. Our agreement with T1 underscores the strong demand for high-quality, American-made solar technologies" [1].

The agreement addresses the urgent need for more electricity in the U.S. to compete in the global AI race and achieve energy independence. By connecting American-made polysilicon, wafers, cells, and modules, this vertically integrated model supports long-term planning, regulatory compliance, and energy resilience [1].

References:

[1] https://www.globenewswire.com/news-release/2025/08/15/3134136/0/en/T1-Energy-and-Corning-Deal-Accelerates-Made-in-America-Solar-Momentum.html
[2] https://www.stocktitan.net/news/TE/t1-energy-and-corning-deal-accelerates-made-in-america-solar-ciuquqloteu6.html