For the first time in more than a decade, the United States is producing every major component of the solar supply chain at once — polysilicon, ingots, wafers, cells and modules — according to Canary Media. Domestic module capacity now stands at roughly 65 GW a year.
The catch
Upstream capacity still lags: the country cannot yet make enough wafers and cells to feed its own module lines, so imports continue to bridge the gap. And momentum has cooled — no new module manufacturing capacity was added in Q1 2026, per the SEIA / Wood Mackenzie Solar Market Insight, as uncertainty around foreign-entity-of-concern (FEOC) rules and ongoing trade cases froze new investment decisions.
The policy clock
The industry has just crossed its most consequential deadline of the year: projects that began construction by July 4, 2026 locked in eligibility for the 45Y/48E clean-energy tax credits ahead of their expedited phaseout, while residential solar's 25D credit already ended with 2025. Expect a wave of safe-harbored projects to work through the pipeline into 2027-2028 — and a more selective market after that.
Who benefits
Buyers who need domestic content for federal projects or tariff resilience now have real US options across the chain. Find solar manufacturers in the United States or browse manufacturers worldwide.
Sources: Canary Media; SEIA / Wood Mackenzie US Solar Market Insight Q2 2026.