T1 Energy Inc.
Ticker: TETechnologySemiconductorsThe business
T1 Energy Inc. (NYSE: TE) is an energy solutions provider building an integrated United States solar supply chain for photovoltaic solar modules. The company manufactures and sells advanced solar modules and is constructing a solar cell manufacturing facility in Texas to establish vertical integration across the domestic solar value chain.
The company operates G1_Dallas, a solar module manufacturing facility in Wilmer, Texas, with a total annual nameplate production capacity of five gigawatts. The facility features seven assembly lines producing three types of photovoltaic solar modules employing Passivated Emitter and Rear Contact and Tunnel Oxide Passivated Contact technologies for utility-scale, commercial and industrial, and residential applications. G1_Dallas achieved full production in the fourth quarter of 2025 and is among the most highly automated solar module manufacturing facilities globally.
T1 Energy is constructing G2_Austin, a solar cell manufacturing facility in Milam County, Texas, with the first 2.1-gigawatt phase expected to begin production in the fourth quarter of 2026. This facility will produce high-efficiency solar cells for use in modules manufactured at G1_Dallas, increasing domestic content and enabling customers to access additional federal tax incentives.
The company focuses exclusively on the United States solar market, which it believes exhibits strong industry fundamentals driven by hyperscale data center deployment, supportive public policy, and robust customer demand for domestically manufactured solar equipment. T1 Energy sells primarily to utility-scale developers and also serves commercial, industrial, and residential end users.
The company's strategy emphasizes establishing a vertically integrated American solar supply chain through partnerships with domestic suppliers including Corning, Hemlock Semiconductor, Nextpower, and Treaty Oak. T1 Energy acquired its G1_Dallas facility through the December 2024 acquisition of Trina Solar U.S. Holding Inc. and maintains technology licensing and operational support agreements with Trina Solar entities.
As of December 31, 2025, T1 Energy employed 562 full-time employees in the United States, supplemented by consultants, advisors, and third-party staffing. The company's website is located at https://ir.t1energy.com/.
- Sector
- Technology
- Industry
- Semiconductors
- HQ
- AUSTIN, TX
- FY end
- 12-31
- CIK
- 1992243
- SIC
- 3674
Ownership
Who holds T1 Energy Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF XSD · SPDR SERIES TRUST | 2.59% | $89.88M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.00% | $58.84M |
| iShares Russell 2000 ETF IWM · iShares Trust | 0.05% | $43.63M |
| VANGUARD EXTENDED MARKET INDEX FUND VXF · VANGUARD INDEX FUNDS | 0.02% | $22.78M |
| iShares Global Clean Energy ETF ICLN · iShares Trust | 0.73% | $18.28M |
Bonds held by funds
Funds report holding 2 issues of T1 Energy Inc.'s debt, $22.87M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 4.73%, maturing 2030–2031.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| T1 Energy Inc | 5.250% | 2030-12-01 | 9 | $13.38M |
| T1 Energy Inc | 4.000% | 2031-04-15 | 7 | $9.50M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
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