SEG Solar is accelerating its U.S. manufacturing expansion with plans to build a third solar module factory in the Houston area, a move that would raise the company’s planned annual domestic production capacity to 10.6 gigawatts and position it among the largest solar manufacturers operating in the United States.
The new facility will add 4.6 GW of annual module manufacturing capacity and will be built on a 1.15 million-square-foot site that includes both production and warehousing facilities. SEG said it has signed an agreement with a local construction company to develop the project.
Construction is expected to be completed by March 2027, with commercial production slated to begin in May 2027. The announcement comes ahead of the scheduled August 2026 opening of SEG’s second U.S. factory, a 4 GW facility that will significantly expand the company’s domestic footprint.
The planned plant is designed to support a transition toward heterojunction (HJT) solar technology, a high-efficiency photovoltaic technology that is gaining traction as manufacturers seek higher-performing modules for utility-scale and commercial projects. SEG said the facility will also be configured to produce modules that comply with Foreign Entity of Concern (FEOC) requirements through enhanced supply-chain traceability and compliance controls.
Beyond module assembly, the company is pursuing greater vertical integration. SEG has begun planning an ingot and wafer manufacturing facility in Indonesia to secure upstream supplies and reduce exposure to shifting trade policies and supply-chain disruptions. The company is also evaluating locations in the United States for a future HJT solar cell manufacturing facility.
The expansion reflects a broader trend across the U.S. solar industry, where manufacturers are investing heavily in domestic production capacity in response to incentives under federal industrial policies and increasing demand for domestically sourced solar equipment. Companies are also seeking greater control over supply chains as regulators tighten sourcing requirements and scrutinize foreign-linked components.
Founded in 2021 and headquartered in Houston, SEG reported shipping more than 7.5 GW of solar modules globally by the end of 2025 and reaching 6.5 GW of module production capacity. The latest expansion would further strengthen its position in the rapidly growing U.S. solar manufacturing sector as developers seek compliant, domestically produced equipment for utility-scale renewable energy projects.
By Charles Kennedy for Oilprice.com