Solar manufacturer TOYO Co., Ltd. held a ribbon cutting on Oct. 6 at its module plant in Humble, Texas, marking a completed expansion to 2 GW of nameplate module capacity. The company also shared plans for a heterojunction (HJT) cell line in Texas, which it expects to complete in the first quarter of 2028.
Who Showed Up:
Jeffrey I. Kessler, Under Secretary of Commerce for Industry and Security
Takeshi Koyama, Consul General of Japan in Houston
Congressman Christian D. Menefee
Paul Wormser, Senior Vice President of CEA Intertek
Onshoring on Repeat: Kessler said TOYO is investing hundreds of millions of dollars to expand the factory, bringing overseas production onshore and committing to use exclusively US polysilicon.
Koyama said the investment is creating hundreds of skilled manufacturing jobs in Texas.
Menefee said that while Washington doesn't always seem to agree on much, it agrees that onshoring is of the utmost importance.
The Inspector's Verdict: Wormser said Intertek's independent review checks a thousand different things across twelve major areas. His team has never found perfection, he said, but TOYO earned its highest grade.
That's a verdict from an independent reviewer, not the company grading its own work.
Cells Come Next: TOYO says it aims to become a vertically integrated manufacturer, with cells as the midstream step and modules downstream. The planned cell line would put that midstream step in Texas, alongside the company's module work.
Chairman and CEO Takahiko Onozuka called the 2 GW expansion an important milestone, with HJT cell manufacturing as the next step.
The module expansion is done. Next up is the cell line, circled for Q1 2028.
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