Image via PV Magazine (Solar)
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First Solar: Ma Activity
First Solar initiated a patent enforcement campaign beginning in 2024, including US infringement lawsuits and International Trade Commission action against manufacturers of allegedly infringing TOPCon (tunnel oxide passivated contact) solar cells and modules. This enforcement activity is reshaping competitive dynamics and technology adoption timelines across the US solar manufacturing industry.
Source: PV Magazine (Solar)
The leadership read
Consolidation of this kind shifts demand toward integration and transformation leadership bench strength in cleantech & renewables.
Market context: The wider read — a Talent Market Index of 107.2 (Hot), down 1.8 month-on-month — shows Americas signal flow rising (+10.6pts).
First Solar: 2 signals in the last 90 days — above the Cleantech & Renewables median of 1 across 33 tracked companies; 0.1% of MitchelLake's Asia signal flow; 2 tracked across 56 days.
Also at First Solar →
More signals across Cleantech & Renewables
Ma Activity · Americas
Nextpower →Nextpower completed acquisition of Prevalon Energy, a U.S. battery energy storage systems provider with 6 GWh portfolio and power stabilization technology.
“We've been serving more than 45 countries and have held leading market positions across North America, South America, Australia, Europe, India and the Middle East. Typically, when we add new solutions, we'll start in one region and then roll them out globally”
Ma Activity · Americas
Veolia →Veolia acquired Clean Earth for $3B, expanding its environmental services and waste management portfolio.
Ma Activity · Americas
Hitachi Energy →Hitachi Energy announced signing of definitive agreement to acquire Canduct, a manufacturer of transformer insulation kits and components, as part of strategic expansion in North American transformer market
Partnership · Americas
Bloom Energy →Bloom Energy announced a landmark $25 billion agreement with Brookfield Asset Management for distributed energy generation infrastructure.
Product Launch · Americas
Peak Energy →Peak Energy, founded in 2023 as a sodium-ion battery startup, is building the United States' first dedicated gigafactory to manufacture sodium-ion battery storage systems for grid-scale energy storage applications in Sacramento, California.
Product Launch · Americas
Enphase Energy →Enphase Energy launched its new IQ9N GaN-based microinverter for U.S. residential solar, designed for higher-wattage panels, harsh conditions, and compatibility with existing Enphase systems. The company is also pushing into AI data center power standards.
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