After years of relative quiet, Tesla’s factory in Buffalo, New York, has been repurposed back to its original purpose: to make solar panels.
The 1.2 million ft2 facility received a nearly $1 billion investment from New York State, and local organizations have been questioning Tesla’s employment figures since Day 1. Originally built for Silevo in the early 2010s, the Buffalo plant landed in SolarCity’s lap in 2014 after the solar installer acquired the panel manufacturer. Then Tesla bought SolarCity and took on the factory. Tesla first partnered with Panasonic to make solar cells at the facility, but Panasonic left in 2020. Since then, the Buffalo plant has made some solar roof products, become the core site for EV superchargers and is a house for self-driving car data.
Rumors started brewing at the end of 2025 that Tesla was releasing a full-sized solar panel. During Tesla’s Q4’25 earnings call, Elon Musk revealed he wants the company to build 100 GW of fully integrated U.S. solar manufacturing capacity.
The United States currently manufactures less than 4 GW of silicon cells and less than 50 GW of silicon solar panels annually, and not for lack of trying. One of the many issues with scaling silicon solar panel manufacturing in the United States is the complicated IP web with n-type technology. Tesla appears to be making a fully unique panel design in Buffalo.
The TSP-415 and TSP-420 panels feature 18 “power zones,” which allow 18 sections of a 1,805 x 1,135 x 40-mm panel to operate semi-independently and mitigate shade affects. The panels are engineered to work best with Tesla’s own inverter. Spec details circulating show the panels having a 20.5% efficiency.
Colby Hastings, senior director of Tesla Energy, has told multiple outlets that the goal is to scale the Buffalo factory to 300 MW of panel assembly capacity this year.
Hello everyone,
But if Tesla has more know-how in batteries, wouldn’t it be important to develop these large batteries for BESS systems that are being developed in Latin America, this market, probably will be open strongly in this year or in the next year..
I live in Los Angeles and I’ve been waiting over eight months for my solar plus battery system to be installed. Are utility LADWP has been part of the hold up, but also Tesla seems to have been waiting for new Tesla panels which they say I will be getting. About a month ago I got a design change in increasing the power output of the panels and saying that they’re better with the respect to shading. I am assuming I’m getting their new panels from Buffalo now.
It seems Elon vacillates between doing the right thing and the wrong thing. Also, he seems to be influenced by the wrong people. He may be the richest man in the world but hardly the stablest one. He’s a hard one to figure.
Spire Corp, in Boston made history in bringing module manufacturing technology to the whole world and nearly 10 module manufacturer in India started with Spire equipment in mid 2000 and they have grown big now. Spire closed their shutter in 2016 due to Chinese competition.
There is rumor that Musk has plan to start module manufacturing in India. Is it true?
Gee. I thought Trump was against renewable energy and Musk is a Trump stooge. Did he get special permission?