Business mix
- The company manufactures and sells PV solar modules with thin film semiconductor technology that provides conventional crystalline silicon PV solar modules.
- It also designs, manufactures, and sells cadmium telluride solar modules that convert sunlight into electricity.
- The company serves system developers, independent power producers, utilities, commercial and industrial companies, large corporate energy buyers, and other system owners and operators.
- The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006.
Current key questions
- Can demand for the company's products and platforms keep growing within solar?
- How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
- Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
