Core Viewpoint - Japanese companies are significantly increasing their solar power generation capacity in the United States, with Mitsubishi Corporation planning to invest $3.9 billion to boost its capacity to 2.9 million kilowatts by 2028 [1][3]. Group 1: Investment Plans - Mitsubishi Corporation will invest a total of $3.9 billion, increasing its solar power generation capacity in the U.S. to 2.6 times the current level by 2028 [1][3]. - Itochu Corporation's subsidiary, Tyr Energy, is developing 29 projects with a total capacity of approximately 5 million kilowatts, aiming to reach about 10 million kilowatts by 2030 [4]. - SoftBank Group operates solar power stations with a total capacity of 2.55 million kilowatts across eight regions in the U.S., with plans to exceed 15 million kilowatts in the medium to long term [5]. Group 2: Market Dynamics - The U.S. solar power generation capacity is projected to reach 182 million kilowatts by 2026, a 49% increase over two years, surpassing wind power growth [3]. - The Trump administration continues to support solar power through tax incentives, which is expected to enhance installed capacity [1][5]. - The Biden administration has introduced additional tax incentives for companies using domestically produced equipment, further promoting solar energy development [5]. Group 3: Supply Chain and Local Procurement - Nexamp, partly funded by Mitsubishi, currently operates solar power stations with a total capacity of about 1.1 million kilowatts, planning to reach 2.9 million kilowatts by 2028 [3]. - Nexamp plans to switch to solar panels produced in the U.S. to mitigate the impact of tariffs, making local procurement easier compared to wind power [4]. - The shift to local procurement is seen as advantageous in the solar sector, allowing for better control over supply chains and tariff impacts [4].