In Short : With the signing of a greatly increased supply agreement with First Solar Inc., 5N Plus Inc. will raise cadmium telluride (CdTe) deliveries by 33% in 2025–2026 and by another 25% in 2027–2028. The deal strengthens their long-standing partnership in the development of specialty semiconductor materials for thin-film solar modules by committing to the delivery of cadmium selenide (CdSe) beginning in 2026.
Forecasts and Market Trends
As First Solar expands its U.S. production presence, the increased contract reflects the growing need for non-Chinese sources of essential semiconductor chemicals.
In order to reach its goal of 14 GW of U.S. manufacturing capacity by 2026, First Solar is increasing production in Ohio and Alabama.
Thanks to expanded production and recycling facilities in Canada and Germany, 5N Plus is certain it can match the increased volumes with little further investment.
Effects on the Circular Economy and Clean Energy
This extended agreement secures vital minerals from reliable, allied countries, enhancing the resilience of clean-energy supply chains.
Localized production and increased recycling capabilities reduce environmental impact and supply interruptions.
The Significance of It
Having dependable, high-quality material sources like 5N Plus is crucial for energy independence and business continuity as First Solar expands its manufacturing in the United States.
The action highlights a larger industry trend away from global supply chain chokepoints and toward domestic and allied collaborations.
The bottom line
An important milestone in creating safe, scalable, and robust supply chains for American—and allied—solar manufacturing has been reached with 5N Plus’s extended contract with First Solar. The businesses are strengthening domestic energy infrastructure and promoting the global shift to clean energy by increasing CdTe production and launching CdSe delivery.
