U.S. PV manufacturing capex could reach $7 billion in 2027 in breakout year for domestic supply-chain

From pv magazine USA

Investments into PV capital expenditure (capex) across the United States are set to grow significantly in 2027, in what is likely to be a breakout year for the domestic crystalline-silicon (c-Si) industry.

Capex is forecast to reach as much as $7 billion in 2027, representing a year-on-year growth of about 150%, with investments into the c-Si value-chain potentially accounting for more than 90% of spending, compared to about 10% from thin-film (First Solar).

This article provides the first detailed analysis of U.S.-specific PV manufacturing capex, created bottom-up by analysing the investments, effective capacities and production levels of more than 35 domestic producers in the United States; by year back to 2020 and by quarter out to the end of 2027.

The details behind this new analysis form the backdrop to the content that will be presented on-stage at Solar Manufacturing USA 2026 in Austin, Texas on 22-23 September 2026 – the first event to be held in the United States dedicated exclusively to domestic PV production, equipment supply, technologies deployed and materials supply-chains.