The ES Foundry team was in Houston, TX, June 1-6, and our own Sekhar Tatineni, Vice President of Technology, presented on “What’s Realistically Next for U.S. Solar Cells: How PERC, TOPCon, HJT and Back-Contact Will Shape Domestic Manufacturing.” Set up a meeting: Sales.Team@ESFoundryCorp.com.
Speaker - Sekhar Tatineni, VP of Technology
This talk shared a candid view of how U.S. cell manufacturers evaluate future technologies and what will realistically be available domestically through 2030. Discussion topics include:
- Why PERC still dominates U.S. demand and carries strong bankability despite declining global share.
- How manufacturers assess the real-world tradeoffs of TOPCon, Pervoskite, HJT and Back-Contact cells.
- What a practical U.S. technology-migration roadmap looks like.
- How domestic incentives and FEOC rules influence technology choices for manufacturers.
- The role of long-term developer commitments in accelerating U.S. innovation.
- What developers should ask manufacturers to verify FEOC-compliant sourcing.
- How manufacturers validate wafers, pastes and other components.
- The real cost and operational implications of meeting FEOC requirements.
- What timelines look like for fully FEOC-compliant wafers and polysilicon in the U.S.
- How developers can align long-term procurement strategies with realistic domestic supply ramp-up.
- How the industry is handling 232 impacts.
