First Solar: America's Response to China's Solar Dominance

First Solar develops and manufactures photovoltaic modules, systems, and products for use in utility-scale development projects. The explosive growth of AI and data centers drives U.S. electricity demand beyond historical highs. This rapid expansion of solar energy is becoming the critical supply solution and is likely to result in corresponding political measures. China controls over 80% of solar module production. First Solar's CdTe technology is one of the most important tools for the West in ensuring energy security in the age of AI. ...