U.S. Glassmaker Warns of Risks from Chinese Competition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 15 2026
0mins
Source: CNBC
- Competitive Threat Emerges: Executives from Vitro Glass warned during a meeting with Congressman Khanna that without protective measures, Fuyao could dominate the U.S. market, leading to a near extinction of competition, which would severely impact the entire glass industry.
- Price Competition Pressure: Vitro stated that it cannot compete with Fuyao's pricing, highlighting that the maturity of the industry and associated costs make it difficult for other competitors to survive, potentially leading to further market share concentration and affecting the diversity of U.S. manufacturing.
- Legal Investigation Impact: Fuyao recently faced a raid by the DOJ and DHS over allegations of illegal staffing and money laundering, which could negatively affect its operations and reputation in the U.S., increasing uncertainty in the industry.
- Policy Risks Intensify: Congressman Khanna emphasized that allowing Chinese investment could lead to further hollowing out of U.S. manufacturing, urging a tougher stance in trade negotiations with China to protect domestic industries from predatory practices.
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Analyst Views on FSLR
Wall Street analysts forecast FSLR stock price to fall
23 Analyst Rating
18 Buy
4 Hold
1 Sell
Moderate Buy
Current: 303.380
Low
150.00
Averages
280.35
High
335.00
Current: 303.380
Low
150.00
Averages
280.35
High
335.00
About FSLR
First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 464 watts and 532 watts, respectively.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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