Supply Chain is a topic tracked in our intelligence system with 5 linked articles.
US emergency executive order bans foreign-produced transformers, inverters, and circuit breakers for the power grid.
Wired’s AI/robotics roundup centers on regulatory, geopolitical, and governance risks rather than hard financial metrics or technical specs.
Tokuyama opens Vietnam’s first polysilicon manufacturing/distribution facility in Ho Chi Minh City, with about 4,995 MT/year capacity and VND 580 billion (~$22.2 million) capex, as part of a broader Southeast Asia polysilicon push including a Malaysia project with OCI.
Roche's Genentech to invest $750 million to double Oregon production facility.
IEA PVPS Task 12 releases a major update to PV life cycle inventory data based on 83 factory datasets and simulations, covering TOPCon, PERC, CdTe, inverters, and mounting systems to refresh LCAs and sustainability reporting.
PV frame materials face regulatory and supply-chain pressures, with aluminum under pressure but alternatives like steel and glass-composite frames gaining attention.
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