HUMBLE, Texas — Japanese solar manufacturer TOYO Co. cut the ribbon Oct. 6 on an expanded module factory here, completing a build-out to 2 gigawatts of annual nameplate capacity, the company said.

Key facts

Washington's pitch

Under Secretary Kessler said the move was the direct result of Trump administration policies to bring manufacturing and jobs back to America, according to the release. He pointed to the company's hundreds of millions in investment and its commitment to exclusively American polysilicon.

Rep. Christian D. Menefee, who represents Houston's 18th Congressional District, said onshoring was of the utmost importance and that he was proud the investment landed in his district, the release said.

Japan's Consul General in Houston, Takeshi Koyama, said the investment was creating skilled manufacturing jobs for Texas families, a sign of strength in the Japan-U.S. economic partnership, according to the release.

File photo: solar panels in close-up.
File photo: solar panels in close-up. — Photo: Jollyroger

What's next

TOYO's next step is the $357 million heterojunction cell line, which would move solar cell manufacturing onto U.S. soil. The company first announced the plan in June 2026, PV Tech reported, and now targets completion in the first quarter of 2028. pv magazine USA reported the expansion would add 400 workers on top of existing module-line staff.

The plans are taking shape during a Commerce Department inquiry, opened in July 2026, into whether solar cells made in Ethiopia with Chinese wafers circumvent U.S. tariffs on Chinese solar products. TOYO makes cells at a 4 GW plant in Hawassa, Ethiopia, pv magazine USA reported, and says its cells use wafers produced in Indonesia from mostly U.S. polysilicon. The company is seeking guidance from Commerce on whether it could face penalties.

File photo: polycrystalline silicon material used to make solar cells.
File photo: polycrystalline silicon material used to make solar cells. — Photo: Georg Slickers, Warut Roonguthai, NITOL

Intertek CEA, which audits solar factories, gave the Texas facility its highest audit grade. "We have never found perfection, but Toyo has gotten our highest grade," senior vice president Paul Wormser said, according to the release. The next markers are the Q1 2028 completion target for the cell line and Commerce's guidance on the circumvention inquiry.

Photo credit