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Core Viewpoint - Tesla is accelerating its solar manufacturing efforts to achieve Elon Musk's goal of producing 100 gigawatts of solar cells annually, which is seen as an underappreciated opportunity in the solar energy sector [1][3]. Group 1: Tesla's Solar Manufacturing Plans - Tesla is evaluating multiple options to expand its solar production capacity, including increasing the capacity of its Buffalo, New York factory to 10 gigawatts, which is equivalent to the output of ten nuclear power plants [3][4]. - The company is also considering building additional factories in New York, Arizona, or Idaho as part of its solar manufacturing expansion [3]. - Tesla's recent recruitment efforts are aimed at supporting this ambitious plan, with job postings for solar manufacturing positions indicating a commitment to achieving the 100 gigawatt target by the end of 2028 [5][6]. Group 2: Market Context and Competition - Currently, the U.S. produces approximately 3 gigawatts of solar cells annually, with most domestic solar manufacturing focused on components rather than cells [6][7]. - If Tesla achieves its goal, it would become the largest solar manufacturer in the U.S., surpassing First Solar, which is expected to increase its domestic capacity to 14 gigawatts this year [4][7]. - The solar battery is a critical component that converts sunlight into electricity, and its manufacturing process is more complex and costly compared to other solar components [7].