First Solar is ending its immediate ITC challenge over TOPCon solar technology, but not its broader patent-enforcement campaign. On September 16, 2026, the company said it intended to voluntarily withdraw its Section 337 complaint at the U.S. International Trade Commission and seek to terminate the investigation without prejudice to refiling. At the same time, it said it would continue pursuing TOPCon patent cases in U.S. district court.
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What First Solar announced
The Section 337 complaint had sought an ITC investigation into alleged infringement of First Solar’s TOPCon intellectual property. First Solar’s new approach is to terminate that ITC proceeding while retaining the ability to file another complaint later.
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“Without prejudice” is important: it means the requested termination does not itself resolve the underlying patent allegations or bar a future complaint. It leaves First Solar with an option to return to the ITC if it decides circumstances warrant it.
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Why the company is shifting venues
First Solar characterized the decision as a recalibration of its intellectual-property enforcement strategy following the U.S. government’s Section 232 action on imported polysilicon and its derivatives.
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Reuters reported that the administration imposed price floors and a 15% tariff on products made from polysilicon, a key material used in semiconductors and solar panels.
1 First Solar said the Section 232 measures should help loosen China’s grip on a critical supply chain.
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The company has not disclosed a fuller legal rationale for ending the ITC proceeding while continuing the court cases. The clearest conclusion from its announcement is that it is changing the enforcement route—not abandoning its TOPCon claims.
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Which lawsuits will continue?
First Solar said it will continue existing U.S. district-court patent litigation against affiliates of:
- Canadian Solar
- Jinko Solar
- T1 Energy
- Trina Solar
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Reuters reported that these cases had been paused pending the ITC proceeding.
31 The materials provided do not establish the individual affiliate names, court districts, or docket numbers, so those details should not be inferred.
What is TOPCon—and why does First Solar hold the patents?
TOPCon is short for tunnel oxide passivated contact, a crystalline-silicon solar-cell technology. First Solar, by contrast, is known for thin-film cadmium-telluride (CdTe) solar modules rather than silicon-panel manufacturing.
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That difference does not prevent First Solar from owning TOPCon-related intellectual property. Reuters reported that it obtained the relevant U.S. TOPCon patents and related international counterparts through its 2013 acquisition of TetraSun.
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The dispute therefore concerns patents First Solar acquired, rather than a claim that its current commercial CdTe modules use TOPCon technology.
What did T1 Energy say?
The available source material does not include a direct statement from T1 Energy about its defense or First Solar’s withdrawal of the ITC case. It is therefore not possible to reliably characterize T1 Energy’s position beyond First Solar’s statement that litigation involving T1 Energy affiliates will continue.
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Market reaction
First Solar stock fell roughly 5% during trading on September 16 following the announcement, according to contemporaneous market reports.
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The move underscores the distinction investors were weighing: the ITC case is being withdrawn, but First Solar’s patent fight over TOPCon technology remains active in federal court.