T1 Energy and Corning Announce Strategic Partnership to Boost US Solar Supply Chain and Create 6,000 American Jobs

T1 Energy and Corning have signed a strategic agreement to boost the US solar supply chain and advanced manufacturing. T1 will source hyper-pure polysilicon and solar wafers produced by Corning at its Michigan campus, supporting the development of solar modules at T1's operational G1_Dallas site. The deal aims to strengthen the US solar industry, create jobs, and promote energy independence.

T1 Energy Inc. (NYSE: TE) and Corning Incorporated (NYSE: GLW) have signed a strategic agreement to bolster the U.S. solar supply chain and enhance advanced manufacturing capabilities. The deal, announced on August 15, 2025, involves T1 sourcing hyper-pure polysilicon and solar wafers produced by Corning at its Michigan campus. These materials will be used to develop solar modules at T1's operational G1_Dallas site.

Starting in the second half of 2026, Corning will deliver its wafers to T1's G2_Austin solar cell facility, which is currently under development. This vertically integrated model aims to create a more stable and predictable supply of domestically sourced solar components, addressing a key vulnerability in the U.S. renewable energy sector. The partnership is expected to support nearly 6,000 American jobs and enhance U.S. energy independence through a manufacturing base that spans Michigan and Texas [1].

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. The U.S. needs to establish critical energy supply chains built on domestic capacity and industrial knowhow. Together with Corning, we intend to accelerate America’s ability to manufacture leading-edge solar solutions, support a total of nearly 6,000 American jobs, and promote American energy independence" [1].

AB Ghosh, Corning Vice President and General Manager of Solar and Chairman and CEO of Hemlock Semiconductor, added, "Corning is proud to help meet the growing need for solar products made in the United States. 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. By building foundational infrastructure in Michigan, we’re adding good-paying manufacturing jobs, strengthening the U.S. solar industry and advancing a more energy-independent future for the country" [1].

This strategic partnership between T1 and Corning represents a significant advancement in reshoring critical solar manufacturing capabilities to the United States. The deal establishes a complete vertically integrated supply chain connecting American-made polysilicon, wafers, cells, and modules, addressing a key vulnerability in the U.S. renewable energy sector. The partnership leverages Corning's expertise in materials science and manufacturing at their Michigan facilities, which will produce hyper-pure polysilicon and solar wafers [2].

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