Jing Ji Guan Cha Wang·2026-02-12 14:36Core Insights - First Solar (FSLR) has significant events to watch in 2026 and beyond, primarily related to capacity expansion plans [1] Group 1: Company Project Advancement - First Solar announced plans to establish a new 3.7GW module manufacturing facility in the U.S., expected to commence production by the end of 2026 and gradually ramp up output in the first half of 2027 to support its capacity expansion strategy [2] - The company has initiated production certification for its Louisiana plant in Q3 2025 and emphasized the favorable U.S. policy environment for vertical integration [2] Group 2: Company Business Status - The current backlog for the company stands at 54.5GW, although it has adjusted sales expectations due to the termination of a 6.6GW contract with a BP-affiliated company; ongoing litigation developments may continue to impact business dynamics [3]