Landmark supply agreement catalyzes scalable, cost-competitive U.S. solar supply chain, supporting thousands of jobs and advancing energy security
T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) and Corning Incorporated (“Corning,” NYSE: GLW) today announced a strategic commercial agreement that boosts the U.S. solar supply chain and advanced manufacturing of affordable, fast-to-deploy energy. T1 will source hyper-pure polysilicon and solar wafers produced by Corning at its Michigan campus. Starting in the second half of 2026, Corning wafers will be delivered to T1’s G2_Austin solar cell facility, which is currently under development. These cells will then be used to manufacture solar modules at T1’s operational G1_Dallas site.
Supply chain certainty remains a top priority for customers, and the expanded agreement between T1 and Corning delivers a more stable and predictable supply of domestically sourced solar components. By connecting American-made polysilicon, wafers, cells, and modules, this vertically integrated model supports long-term planning, regulatory compliance, and energy resilience.
The United States needs more electricity immediately to compete in the global AI race and achieve energy independence. The T1-Corning agreement addresses this urgency by unlocking the nation’s most scalable energy source through a manufacturing base that spans Michigan and Texas.
“This landmark supply chain agreement with Corning will help invigorate America with scalable, reliable, low-cost energy,” said Daniel Barcelo, T1’s Chief Executive Officer and Chairman of the Board. “This is American companies building in America and protecting American energy security. The U.S. needs to establish critical energy supply chains built on domestic capacity and industrial knowhow. Together with Corning, we intend to accelerate America’s ability to manufacture leading-edge solar solutions, support a total of nearly 6,000 American jobs, and promote American energy independence.”
“Corning is proud to help meet the growing need for solar products made in the United States,” said AB Ghosh, Corning Vice President and General Manager of Solar and Chairman and CEO of Hemlock Semiconductor. “We’re accelerating the ramp of our advanced manufacturing capabilities to support a resilient U.S. solar supply chain. Our agreement with T1 underscores the strong demand for high-quality, American-made solar technologies. By building foundational infrastructure in Michigan, we’re adding good-paying manufacturing jobs, strengthening the U.S. solar industry and advancing a more energy-independent future for the country.”
