First Solar: Solar Exception with AI Tailwind

Technological Independence: Thanks to CdTe thin-film technology, First Solar avoids the global pricing battle of silicon modules and secures a "Splendid Isolation" against Chinese overcapacities. AI Growth Driver: The rising demand from hyperscalers for predictable energy makes the US manufacturer an indispensable partner for powering modern AI data centers. In a solar industry marked by overcapacities, First Solar asserts a unique position. The US manufacturer relies on cadmium telluride thin-film modules instead of standard silicon and...