Section 232 Solar Tariff Proclamation and Module Import Pricing

1. 09:15
   pv magazine (Global)

   First Solar cuts 2026 sales forecast as Section 232 tariff uncertainty slows module orders

   First Solar lowered its full-year 2026 net sales guidance to between $4.6 billion and $4.9 billion, down from the $4.9 billion to $5.2 billion it gave after the second quarter, and cut its volume forecast to between 16.0 GW and 17.0 GW, citing slower orders after the August Section 232 tariff proclamation. CEO Mark Widmar said developers are holding back 2029 and 2030 module procurement while they await guidance on Foreign Entity of Concern rules and on how Section 232 minimum import prices and anti-stockpiling rules will be enforced.

2. 06:46
   pv magazine USA

   First Solar reports 58% gross margin in Q3, trims 2026 sales guidance after Section 232 proclamation

   First Solar reported third-quarter 2026 net sales of $1.23 billion, a 58% gross margin and $571 million in net income, and lowered its full-year 2026 net sales guidance to $4.6 billion to $4.9 billion from $4.9 billion to $5.2 billion, with volume sold forecast at 16.0 GW to 17.0 GW. CEO Mark Widmar said developers are holding back 2029 and 2030 module procurement while they await further guidance on Foreign Entity of Concern rules and uncertainty over how Section 232 minimum import prices and anti-stockpiling rules will be enforced.

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