Business

Array
Annual sales hit $1.28 billion and orderbook reaches record $2.2 billion; company guides higher revenue for 2026
Daqo New Energy
Higher utilization rates, positive cash flow, and cost cuts support turnaround despite lower revenues and ASPs, says the management
Solaria
Spanish company’s earnings increase as capacity expands; new hybrid solar and battery agreement supports its data center ambitions
Solar Power Plant
Acquisition adds a US manufacturing facility and 14 GW of deployed electrical BOS capacity to GameChange’s portfolio
Shoals
Utility-scale solar demand lifts Shoals’ Q4 2025 revenue and backlog
First Solar
US thin-film manufacturer projects up to $5.2 billion in 2026 net sales; signs perovskite patent deal with Oxford PV and approaches USITC for TOPCon patent infringement against 10 manufacturers
IRENA
Expensive energy, labor, and infrastructure weigh on solar manufacturing economics, says IRENA in a new report
Talon PV and NexWafe
Long-term agreement to support Talon’s 4.8 GW US TOPCon cell factory, with collaboration on next-generation n-type solar cells
BloombergNEF
BloombergNEF cites policy uncertainty, power price shifts, and changing market dynamics as key reasons for the 1st annual decline in nearly a decade
SolarEdge
Quarterly net loss widens for SolarEdge even as it meets the high end of its guidance, with the US as its key market; eyes AI data center power and Nexis rollout for the next growth phase
Drone
UK-based Intertek Group has acquired Germany’s AePVI to add high-speed, drone-based inspection and analytics to its global solar quality assurance offering
Data Centers
Adani also plans an additional $55 billion investment to expand renewable energy capacity to support hyperscale, AI-ready infrastructure
ReNew Energy
Higher power sales and solar manufacturing output lifted ReNew Energy’s Q3 FY26 revenue by 36% YoY, though results eased sequentially
Solar cell, Silver in solar
The Silver Institute expects lower silver use in solar manufacturing to outweigh rising installations, to be partially offset by growing use in other areas
GULF
The financing will support nearly 1 GW of projects, mainly solar and solar-plus-storage
LevelTen Energy
Q4 2025 data from LevelTen Energy shows higher solar PPA prices in North America, while Europe records continued price pressure
Wood Mackenzie
Wood Mackenzie’s rankings focus on ESG, service quality, and supply chain strength
Google
Technology giant’s 15-year deal with TotalEnergies covers 28 TWh of renewable electricity
Homer Chen, Associate Dean of the Research Institute at Shenzhen S.C New Energy presenting the company’s 5 GW n-type TOPCon smart production line at the TaiyangNews High-Efficiency Solar Technologies Conference 2025. (Photo Credit: TaiyangNews)
The company details how localized overseas service teams are supporting multi-GW turnkey solar cell manufacturing projects beyond China
Energy Storage
Blackstone-backed developer says the financing will support construction through 2028
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