T1 Energy Inks Solar Wafer Supply Pact with Corning

T1 Energy has signed a solar wafers supply deal with Corning Incorporated, a world leader in the production and marketing of specialty glass and ceramic substrates. The deal is expected to provide T1 Energy with a stable supply of high-quality solar wafers, enabling the company to meet the increasing demand for solar energy solutions. Corning's expertise in materials science and manufacturing is expected to enhance T1 Energy's ability to produce high-performance solar panels. The deal is a significant milestone for T1 Energy, which is committed to reducing greenhouse gas emissions and promoting sustainable energy solutions.

T1 Energy (NYSE: TE) and Corning Incorporated (NYSE: GLW) have announced a strategic commercial agreement that aims to strengthen the U.S. solar supply chain. Starting in the second half of 2026, Corning will supply hyper-pure polysilicon and solar wafers to T1's G2_Austin solar cell facility, with final module assembly at T1's G1_Dallas site. This partnership represents a significant advancement in reshoring critical solar manufacturing capabilities to the United States.

The deal is expected to support nearly 6,000 American jobs across multiple states, enhancing U.S. energy independence and manufacturing capabilities. The collaboration leverages Corning's expertise in materials science and manufacturing at their Michigan facilities, which will produce hyper-pure polysilicon and solar wafers for T1's developing G2_Austin cell facility and operational G1_Dallas module manufacturing site.

Supply chain resilience has become a strategic priority for both companies and their customers amid ongoing geopolitical tensions and regulatory requirements. This agreement provides T1 with stable access to critical components starting in 2H 2026, supporting their expansion in the U.S. market while enabling compliance with domestic content requirements that are increasingly important for government contracts and incentive programs.

The partnership addresses both energy security concerns and the growing electricity demands driven by AI and data center expansion. T1 and Corning are positioning this collaboration as addressing both energy security concerns and the growing electricity demands driven by AI and data center expansion – two powerful market narratives that resonate with both government stakeholders and commercial customers seeking reliable, domestically-sourced renewable energy solutions.

The landmark supply agreement catalyzes a scalable, cost-competitive U.S. solar supply chain, supporting thousands of jobs and advancing energy security. This strategic agreement between T1 Energy and Corning represents a significant advancement in reshoring critical solar manufacturing capabilities to the United States.

References:
[1] https://www.stocktitan.net/news/TE/t1-energy-and-corning-deal-accelerates-made-in-america-solar-ciuquqloteu6.html