Jun. 6 at 6:28 PM
$FSLR Nothing generates electricity faster or cheaper than solar, and perovskite tandems are the future of solar. Will America build that future, or will we import it?
China scaled the wrong kind of silicon for the tandem era. Most of the Chinese solar industry today produces a silicon cell architecture called TOPCon. TOPCon is harder to pair with a perovskite top cell than heterojunction technology, or HJT, the other major silicon architecture. The longer China runs on TOPCon, the larger its retooling bill when tandems hit scale. China has HJT too—but not a monopoly on the equipment that makes it, and no country has yet scaled tandem manufacturing. This is America’s opening.
The analysts and commentators may have left US solar for dead, but China hasn’t. Reports that the central government is exploring export restrictions on HJT manufacturing equipment to the US suggest they understand that perovskites could allow us to catch them. https://www.renewableenergyworld.com/solar/opinion-lets-not-sit-back-while-the-world-swaps-middle-eastern-oil-for-chinese-solar/?utm_source=FT_renewables_newsletter&utm_medium=email&utm_campaign=2026-6-5&oly_enc_id=6133F2786101F9A
