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Policy support for domestic solar supply chains tends to favor vertically integrated players like TE, reinforcing demand for its internal and contracted components; history shows Section 232 actions can lift domestic manufacturing and capex outlook, though execution risk exists.
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TE welcomed the Trump administration’s Section 232 move to impose a minimum import price on polysilicon and related products, aiming to deter dumping and strengthen U.S. manufacturing. TE says its domestic contracts with Hemlock and Corning, plus its G1_Dallas 5GW module plant and G2_Austin 2.1GW cell fab (first cells in Q1 2027), position it to build a fully American solar supply chain, supporting jobs and potential margin gains over time.
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