Canadian Solar has begun heterojunction (HJT) solar-cell production at the first phase of its Jeffersonville, Indiana manufacturing facility. The company describes the wider site as a planned 6 GW HJT cell facility, while previous disclosures put the first phase at 2.1 GW and indicated that work on a second phase could begin before the end of 2026.
Key facts
- Canadian Solar has started HJT cell production in Jeffersonville, Indiana.
- The overall facility is planned at up to 6 GW of HJT cell capacity.
- The company previously identified the first phase as 2.1 GW.
- Work on a second phase is expected to begin before year-end, according to prior company plans.
- The plant adds domestic cell manufacturing capacity, an upstream stage that is distinct from module assembly.
Why it matters
Cells are the core power-producing component inside a solar module. Building cell capacity in the United States can improve supply-chain visibility for module manufacturers and project buyers, particularly where procurement decisions are influenced by origin rules, incentives or documentation requirements. It may also reduce the number of cross-border production stages buyers need to qualify.
HJT is a high-efficiency cell architecture with different manufacturing requirements from conventional PERC production. Its commercial value will depend on more than its nameplate capacity: yield, conversion efficiency, module integration, reliability testing and sustained output all determine whether supply can support large project commitments. The production start is a material ramp milestone, but buyers should track certification, volume availability and product specifications as the facility develops.
For EPCs, distributors and module brands, the news is a signal to review the emerging U.S. cell-supply landscape. A broader supplier base can strengthen procurement resilience, but should be assessed alongside delivery schedules, commercial terms and bankability evidence.
Sources
SolarXList summary based on publicly available reporting checked on July 27, 2026.