First Solar – Demand Outlook & Strategic Focus Update

  • Public Equity
  • Energy
  • North America


Former executive at First Solar Inc


  • Demand outlook for First Solar (NASDAQ: FSLR), including cadmium telluride module pricing trends and US Treasury Department’s Domestic Content Notification
  • Update on region, technology and product strategy following May 2023 Evolar acquisition
  • Competitive positioning vs crystalline module manufacturers and long-term differentiators


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