4 ms·
PV is a low margin industry right through the chain from polysilicon to installation. If you just want high returns I'd look elsewhere.
by tuatoru 4y ago
PV is a low margin industry right through the chain from polysilicon to installation.
If you just want high returns I'd look elsewhere.
- coffeebeqn 4y agoGive me the TSMC or AMD of solar panel manufacturing. If they can do single digit improvements in panels every year or so, they could enable new use cases each generation. I bet those (3nm that computers now have) fabs tools have useful technology for manufacturing solar panels for example. Also you can’t lay massive solar farms withou native manufacturing. What you’ll just buy them from China for hundreds of billions of dollars cough Europe cough but also the US??