First Solar FSLR

EnergyMarket cap $18B4 connections

First Solar is the only major US solar panel manufacturer, making thin-film cadmium telluride panels at its Ohio and Alabama factories. Its technology avoids the polysilicon supply chain dominated by China. Massive US government support (IRA tax credits) has made First Solar a critical domestic clean energy manufacturer.

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Customers 1

Companies First Solar sells to

NextEra EnergyEnergy · $155BNextEra buys First Solar panels for utility projects

Partners 2

Strategic partnerships, joint products and alliances

MicrosoftTechnology · $2.8TMicrosoft clean energy PPA with First Solar
AmazonConsumer & Retail · $2.0TAmazon 10-year solar supply agreement with First Solar

Competitors 1

Companies it competes with

Enphase EnergyEnergy · $12BSolar panel market

Other Energy companies

Saudi Aramco ExxonMobil Chevron Shell plc NextEra Energy ConocoPhillips TotalEnergies BP plc Duke Energy Constellation Energy

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.