The USITC's final vote finds material injury from solar imports from India, Indonesia and Laos, following Commerce's affirmative dumping and subsidy findings, securing issuance of federal antidumping and countervailing duty orders. The item does not state the cash deposit rates or the effective date of the orders.
The U.S. International Trade Commission found in a Wednesday vote that U.S. solar manufacturing has been injured by imports of crystalline silicon photovoltaic cells from India, Indonesia and Laos, aligning with Commerce's finding last month and setting up Commerce to finalize antidumping and countervailing duty orders. Counsel for petitioner the Alliance for American Solar Manufacturing and Trade said dumping margins for India were 123% for all producers and countervailing duty rates 126%, and that the alliance expects final orders on Nov. 2. The ITC said it will release its full report on Nov. 23.
The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, clearing the way for Commerce to issue AD/CVD orders in early November 2026. Combined rates reach as high as 249% for India, 268% for Indonesia and 219% for Laos, stacking on existing executive tariffs and Section 232 minimum import price floors. Final dumping margins are 123.04% for all Indian producers, 94.36% for all Indonesian producers and 65.43% for all Lao exporters, with countervailing rates of 126.09% for India, 73.2% to 173.7% for Indonesia and 82.03% to 153.67% for Laos.
The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, finding that dumped and subsidized imports materially injure domestic solar manufacturers. Commerce is scheduled to issue AD and CVD orders in early November 2026, with combined rates as high as 249% for India, 268% for Indonesia and 219% for Laos. Final dumping margins are 123.04% for all Indian producers with a 126.09% countervailing rate, 94.36% for all Indonesian exporters with countervailing rates of 73.2% to 173.7%, and 65.43% for all Laotian exporters with countervailing rates of 82.03% to 153.67%.
The U.S. International Trade Commission issued an affirmative final injury determination in the AD/CVD investigations of silicon solar cells and modules from India, Indonesia and Laos, finding that the domestic solar panel manufacturing industry has been harmed by unfairly priced imports from the three countries. Commerce issued its final tariff calculations last month and will issue the AD/CVD orders on November 2, after which CBP will begin collecting cash deposits on subject solar cells and modules from India, Indonesia and Laos. The Alliance for American Solar Manufacturing and Trade petitioned for the investigation in July 2025, alleging that manufacturers relocated operations to the three countries to avoid existing tariffs.
The USITC determined on October 14, 2026 that a U.S. industry is materially injured by reason of imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos that Commerce found sold at less than fair value and subsidized, in Inv. Nos. 701-TA-772-774 and 731-TA-1756-1758 (Final). As a result, Commerce will issue antidumping and countervailing duty orders on these products from the three countries. The USITC made negative critical circumstances determinations for certain imports from India and Laos and affirmative critical circumstances determinations for certain imports from Indonesia.
First Solar, Inc. filed a patent infringement lawsuit in the U.S. District Court for the District of Delaware against JA Solar Technology Co., Ltd., four of its affiliates and U.S.-based distributor American Panel Solutions, LLC (AMPS), alleging infringement of U.S. Patent No. 9,130,074, which covers manufacturing methods for tunnel oxide passivated contact (TOPCon) crystalline silicon solar cells. First Solar seeks monetary damages and permanent injunctive relief to halt the import, assembly and sale of the disputed TOPCon modules in the U.S. The filing follows First Solar's withdrawal of its Section 337 complaint at the USITC; neither JA Solar nor representatives for Corning and AMPS immediately responded.
In a pv magazine USA analysis, Ryan Kennedy presents the Solar Manufacturing USA Quarterly report's bottom-up forecast of domestic U.S. module production to the end of 2027, tracking capex and output for more than 40 companies. The analysis says the largest swing factor is imported solar cell volumes ahead of and after Section 232 at the start of December, and that 2026 volumes remain unknown. It adds that the forecast's downside would apply if project offtake falls short of production targets or buyers push back on cells under MIP conditions.
First Solar filed a lawsuit in U.S. district court against JA Solar and American Panel Solutions alleging infringement of U.S. Patent No. 9,130,074, which covers methods of manufacturing TOPCon silicon solar cells. First Solar said it is also pursuing TOPCon patent lawsuits against Canadian Solar, Jinko Solar, T1 Energy and Trina Solar, and it voluntarily terminated a Section 337 investigation at the International Trade Commission last month in favor of patent infringement lawsuits.