The global producer of specialised semiconductor materials, 5N Plus Inc., has entered into a new expanded agreement with First Solar Inc. for the supply of critical materials used in the manufacture of thin-film photovoltaic modules. This revised contract provides for a 33% increase in the volumes of cadmium telluride (CdTe) supplied for the 2025-2026 period compared to initial commitments, as well as a further 25% rise for the following period, covering 2027-2028.
Industrial ramp-up and diversification of supply
In addition to the increased volumes, the new agreement introduces the delivery of cadmium selenide (CdSe) from 2026. This material, also essential for the production of photovoltaic panels, broadens the range of solutions offered to First Solar. The supplied materials will be used in the manufacture of thin-film photovoltaic modules, a strategic technology for the solar energy sector.
The partnership is part of a context of accelerated growth in First Solar’s production capacity in the United States. The company plans to reach a domestic manufacturing capacity of 14 gigawatts (GW) in 2026, supported by five factories, the latest of which is expected to come on stream in the second half of 2025.
Industrial optimisation and supply chain security
Gervais Jacques, President and Chief Executive Officer of 5N Plus, stated that the company is able to meet this increase in volume without significant additional investment, thanks to the flexibility of its facilities and the recent expansion of its production and recycling capacities in Canada and Germany. Securing supply chains for critical materials has become a priority for the sector, amid strong demand and increased geopolitical challenges surrounding strategic raw materials.
Mike Koralewski, Chief Supply Chain Officer at First Solar, highlighted 5N Plus’ consistent ramp-up in capacity while maintaining a high standard of quality. The executive noted that relying on a trusted supplier supports First Solar’s strategy to reshore critical materials production in the United States and among its allies.
The strengthening of this industrial partnership between 5N Plus and First Solar comes at a time when the expansion of solar power generation in the United States closely depends on the availability of advanced semiconductor components.
