Solar manufacturing shifts: Waaree doubles Texas output, Hanwha pivots to EU R&D, Yingfa builds in Indonesia
· Energy · United States · Germany
Solar manufacturers are redrawing their footprints. Waaree Solar Americas started commercial production on two new 800 MW module lines at its Brookshire, Texas facility, doubling annual capacity there to 3.2 GW. Hanwha Q Cells denied rumors of a European market exit but confirmed it will focus European operations on research and development, cutting sales and business-development jobs while expanding R&D staff in Germany. Chinese manufacturer Yingfa Ruineng established a 7.5 GW plant in Indonesia, its first overseas base, producing n-type TOPCon cells for Indonesia's domestic market and as a regional supply hub for Southeast Asia and the Middle East. Separately, Shenzhen Nanshan Power plans to buy a 51% to 70% stake in Trina Solar's tracker business, potentially giving Trina capital amid financial pressure and stiff competition in China's solar sector.
Why it matters:Trade barriers and price wars are pushing module capacity toward localised production in the US and Southeast Asia while European players retreat to R&D, reshaping where solar supply chains sit.
Key points
- Waaree doubled its Texas module capacity to 3.2 GW
- Hanwha Q Cells will expand R&D staff in Germany while cutting sales roles
- Yingfa Ruineng's 7.5 GW Indonesian plant is its first overseas base
Sources (original reporting)
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