Daniel Romero(@HyperTechInvest):$FSLR Continues Patent Lawsuits Against Solar Rivals First Solar plans to withdraw its ITC complaint and resume patent lawsuits against $CSIQ, Jinko Solar, $TE, and Trina Solar in US courts First Solar holds TOPCon patents but manufactures CdTe thin-film solar cells, giving it little incentive to settle through cross-licensing Patent litigation, combined with US tariffs, is making it harder for foreign TOPCon manufacturers to enter the US market Some manufacturers are turning to alternative technologies to avoid the dispute, including PERC and heterojunction (HJT) solar cells

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

参加 April 2024

336 フォロー中 46.3K ファン

Daniel Romero@HyperTechInvest

2026.09.22 19:44

$FSLR Continues Patent Lawsuits Against Solar Rivals First Solar plans to withdraw its ITC complaint and resume patent lawsuits against $CSIQ, Jinko Solar, $TE, and Trina Solar in US courts First Solar holds TOPCon patents but manufactures CdTe thin-film solar cells, giving it little incentive to settle through cross-licensing Patent litigation, combined with US tariffs, is making it harder for foreign TOPCon manufacturers to enter the US market Some manufacturers are turning to alternative technologies to avoid the dispute, including PERC and heterojunction (HJT) solar cells