Loading…
Loading…
First Solar (Tempe, Arizona) is the largest US-headquartered solar-module manufacturer and the world's leading maker of thin-film photovoltaic panels, using cadmium telluride (CdTe) semiconductor technology rather than the crystalline-silicon wafers most competitors use.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 986 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
5N Plus press release (2025-08-05): CdTe deliveries to First Solar increase 33% for the 2025-2026 contract period versus initial levels, with a further 25% increase for 2027-2028, and 5N Plus begins supplying cadmium selenide (CdSe) to First Solar from 2026. The release credits semiconductor-compound production in Canada and Germany and does not say which First Solar plant (Ohio, Alabama, Malaysia, Vietnam, India) receives it, so the route is unstated. No revenue percentage or dollar figure is disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 100% of severity-weighted pressure.