Overview

• Under the agreement, Michigan-made wafers from Corning’s Hemlock facility will feed T1’s Austin cell plant and Dallas assembly line starting in the second half of 2026.
• The binding deal expands Corning’s existing polysilicon supply contract with T1 into a vertically integrated U.S. chain aimed at reducing reliance on China-dominated components.
• T1’s planned Austin facility is set to process Corning wafers into advanced solar cells, which will then be assembled at its Dallas factory.
• Both companies expect to generate roughly 6,000 new manufacturing jobs in Michigan and Texas as part of the expanded supply chain.
• The agreement bolsters a broader industry shift that includes Corning’s wafer deals with Suniva and Heliene and its Phoenix assembly operations under American Panel Solutions.