ES Foundry’s 2 GW Expansion Boosts South Carolina solar production
In a significant move to bolster the domestic solar supply chain, ES Foundry has announced a major expansion of its solar cell manufacturing facility in Greenwood, South Carolina. The company is adding 2 gigawatts (GW) of new capacity, a development poised to significantly increase the availability of American-made solar components.
This new production line is expected to be fully operational by July 2026. The expansion will triple the facility’s output, building upon the 1 GW of cell capacity currently in operation. Once complete, ES Foundry will command a total of 3 GW of solar cell manufacturing capacity from its South Carolina hub.
Driven by Unprecedented Demand for South Carolina solar production
The decision to scale up production is a direct response to powerful market signals. According to ES Foundry CEO Alex Zhu, the expansion is fueled by “strong multi-year demand, a maturing U.S. supply chain and continued momentum around domestic content procurement strategies.”
This confidence is backed by a full order book; the company reports that its entire production capacity has already been presold through the end of 2027. This demonstrates robust and sustained demand for domestically produced solar cells from U.S. module manufacturers. The facility’s location is also noteworthy, situated within half a mile of residential homes, yet there have been no major complaints reported, indicating a positive integration within the local community.
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A Strategic Focus on PERC Technology for South Carolina solar production
While the industry sees a gradual shift towards newer technologies, ES Foundry is currently focused on producing cells using Passivated Emitter and Rear Cell (PERC) technology. The company emphasizes that this choice is strategic, aligning with the immediate priorities of U.S. module makers who value bankability, proven reliability, complete U.S. traceability, and compliance with foreign entity of concern (FEOC) regulations.
Looking ahead, ES Foundry is actively evaluating other advanced cell technologies, including TOPCon, heterojunction, and back contact. However, any future transition will be carefully considered, grounded in a domestic-content-first strategy and predictable production economics to ensure a stable and reliable supply for its partners.
This 2 GW expansion by ES Foundry marks another critical step forward in America’s push for energy independence and the onshoring of the clean energy supply chain, promising to strengthen the solar manufacturing ecosystem right here in the United States.
