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FSLR·Nasdaq·US

First Solar

First Solar is a US-based manufacturer of cadmium telluride thin-film photovoltaic modules for utility-scale solar projects. The company generates revenue primarily from module sales and related solar manufacturing activity, with a manufacturing footprint across the US and international facilities.

Recent Activity

Updated Oct 10, 2026
–First Solar filed a patent infringement lawsuit against JA Solar Technology Co., Ltd., JA Solar International, and American Panel Solutions.

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Thematic Position

Relationship Groups

Customers5
Competitors2

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Ended Relationships

7 ended relationships · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

import restrictionslocalization requirementnon-tariff barrier
India ALMM non-tariff barrier restricts solar module sales to approved domestic manufacturers
SEC 10-QJul 30, 2026

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Disclosed customers above 10% of revenue

2 customers · Named major customers are part of the Pro plan.