In another step forward for US solar manufacturing, Toledo Solar has announced it will expand its operations to 2.8 GW of production capacity by 2027. When we interviewed the company in March, it planned for only 800 MW by 2028, having been founded only in 2016 with its first production line operational in 2020. Toledo can be considered the “little brother” of First Solar for reasons of physical and technological proximity, but isn’t a subsidiary, and its Cadmium-Telluride (CdTe) modules are geared towards rooftop, not utility-scale. As the Solar Energy Industries Association (SEIA) rationally predicts, American silicon-based PV manufacturing will be developed starting from the furthest downstream elements, modules first, gradually working towards cells, wafers, and polysilicon once domestic customers…