China export curbs seen unlikely to affect 1.2 GW solar cell expansion
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Fujiyama Power Systems said all machinery for its 1.2 GW domestic-content solar cell plant in Ratlam has been delivered. It expects China's proposed technology and machinery export restrictions to have no material effect on costs or schedule. Commissioning remains planned for Q1 of FY2027-28, with no additional capacity announced and no reliance on ongoing foreign technology transfers.
The clarification reduces concern over expansion delays and added costs, supporting the planned factory timeline, though the plant is still not commissioned.