Domestic Solar Cell Supply Under Strain as Demand for TOPCon Modules Surges

Manufacturers expect supply pressure to ease as domestic cell capacity expands

June 26, 2026

/ Manufacturing, Mercom Research Focus, Solar

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The implementation of the Approved List of Models and Manufacturers (ALMM) List II mandate for solar cells is causing a TOPCon module supply squeeze, with developers, EPC contractors, and rooftop installers preferring them for their higher efficiency and output.

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Arjun Joshi

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Domestic Solar Cell Supply Under Strain as Demand for TOPCon Modules Surges

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