TOYO Co., Ltd. has completed the expansion of its Humble, Texas solar module factory to 2 GW of annual nameplate capacity, with a ribbon-cutting held on October 6, 2026. TOYO also said a separate $357 million heterojunction cell facility is scheduled for completion in the first quarter of 2028.
The expansion lifts output at the TOYO plant, which was reported to have begun operating in October 2025, to a level equal to roughly 3.3 million panels a year at an assumed 600 W per module. In addition, the factory occupies a leased 567,140-square-foot building, about the size of ten American football fields. The Tokyo-based manufacturer is listed on Nasdaq and says the site is central to its plan for an onshore supply chain running from polysilicon to finished panels.
Because the TOYO plant occupies a Class-A logistics building, the appeal of such space to manufacturers is a live question elsewhere in Texas. In East Austin, the Park 290 logistics development was scaled from an 826,000-square-foot scheme outlined in 2020 to a four-building, 792,139-square-foot project, on which Brookfield Properties broke ground in early 2024. Marketing for Park 290 highlights proximity to manufacturers such as Tesla and Samsung, yet listings updated in April 2026 showed about 715,000 square feet still available, with only the 76,978-square-foot Building 1 marked as leased. Park 290 therefore contrasts with Humble, where one manufacturer now occupies a 567,140-square-foot logistics building.
TOYO Humble Solar Module Plant Reaches 2 GW Nameplate Capacity
The TOYO Humble solar module plant marked its 2 GW milestone on October 6 with remarks, a ribbon-cutting and tours of the factory floor, according to the company. Representatives of the U.S. Department of Commerce, the Consulate-General of Japan in Houston and industry partners attended.
Furthermore, the 2 GW figure describes nameplate capacity rather than actual output. Production at the TOYO Humble solar module plant will therefore depend on how quickly the expanded lines ramp up.
The site started with a single assembly line able to produce 1 GW of modules a year, according to earlier local reporting. That reporting also said the plant could employ as many as 750 manufacturing workers once five assembly lines are running.
TOYO said in November 2024 that the leased building was initially set to accommodate 2.5 GW of module capacity, with a longer-term goal of 6.5 GW by 2029. The 2 GW now completed sits below that first-phase figure.
Meanwhile, an independent audit has added a quality credential. TOYO announced the results of an Intertek CEA factory audit shortly before the ceremony and described the outcome as a strong result. Paul Wormser, senior vice president of Intertek CEA, said the firm reviews twelve major areas of factory operations and that TOYO earned its highest grade.
TOYO Plans $357 Million HJT Cell Facility as Next Texas Stage
The $357 million figure belongs to the planned 1.5 GW heterojunction cell facility rather than to the module expansion. TOYO first outlined that project on June 8, 2026, when it committed funds to a 1.5 GW HJT cell plant at the Houston module factory.
TOYO said the facility will be co-located with its existing module lines and is designed for 1.5 GW of annual cell capacity. That volume equals three quarters of the module capacity now installed at the Humble site.
In addition, TOYO estimates that the facility could qualify for up to $60 million a year in Section 45X advanced manufacturing tax credits at full output. The company also expects the project to create about 400 direct manufacturing jobs.
Management presented a first-quarter 2028 completion target for the line at its Analyst Day webcast on October 6. Engineering, design and procurement work was already under way when the project was announced, and TOYO said construction would proceed in stages.
Chairman and CEO Takahiko Onozuka said “cell manufacturing with HJT technology is our next step.” TOYO says HJT cells offer higher efficiency, better heat tolerance and lower degradation, and it expects them to serve the North American market and beyond.
Moreover, TOYO currently makes cells at a 4 GW factory in Hawassa, Ethiopia and a 2 GW factory in Vietnam, according to reporting on the ceremony. A Houston cell facility would therefore place cell and module production at one Texas site, which TOYO says lets it offer developers a product that meets domestic content requirements.
TOYO Texas Expansion Draws Federal and Japanese Government Backing
Jeffrey I. Kessler, under secretary of Commerce for Industry and Security, described the project as a result of Trump Administration policies to bring manufacturing and jobs back to the United States, according to the company release. Kessler also pointed to TOYO’s commitment to use exclusively U.S. polysilicon as a contribution to American manufacturing.
Takeshi Koyama, consul general of Japan in Houston, said the investment is creating hundreds of skilled manufacturing jobs for Texas families. In addition, he said the project reflects the Japan-U.S. economic partnership and that Japan remains a committed long-term investor in the United States.
Congressman Christian D. Menefee, who represents the Houston district hosting the investment, said onshoring is a rare point of agreement in Washington. He added that building production in the United States depends on partnerships with allies.
As a result, the TOYO Texas expansion now carries public backing at federal, congressional and international levels. Meanwhile, TOYO has tied its planned cell facility to domestic content compliance, and the polysilicon pledge adds to that pitch.
Project Overview
- Project Name: TOYO Humble Solar Module Plant Expansion
- Owner and Operator: TOYO Co., Ltd. (Nasdaq: TOYO), through its TOYO Solar LLC subsidiary
- Location: Humble, Greater Houston, Texas, United States
- Project Type: Solar module manufacturing facility expansion
- Module Capacity: 2 GW annual nameplate capacity, expansion completed
- Facility Size: 567,140 sq ft leased building in Nexus North Logistics Park, Greens Road
- Status: Module expansion complete, ribbon-cutting held October 6, 2026
- Module Expansion Cost: Not publicly disclosed
- Next Phase: 1.5 GW HJT cell facility, $357 million, announced June 8, 2026
- Cell Facility Completion: First quarter of 2028, per TOYO Analyst Day
- Jobs: About 400 direct manufacturing jobs at the cell facility, per TOYO; earlier local reporting cited up to 750 module workers at five assembly lines
- Tax Credit Potential: Up to $60 million a year in Section 45X credits at full cell capacity, per TOYO
- Sourcing Commitment: Exclusively U.S. polysilicon
- Quality Assurance: Intertek CEA factory audit, rated at the firm’s highest grade per its senior vice president
- Earlier Capacity Targets: 2.5 GW initial building capacity and 6.5 GW by 2029, per TOYO in November 2024
Project Team
Owner and Operator
- Owner and Operator: TOYO Co., Ltd.
- Landlord, Nexus North Logistics Park: Lovett Industrial
Consultants and Advisors
- Independent Factory Auditor: Intertek CEA
- General Contractor, Module Expansion: Not named in materials reviewed
Public Bodies
- Federal Export and Industry Policy: U.S. Department of Commerce, Bureau of Industry and Security
- Diplomatic Representation: Consulate-General of Japan in Houston
Related Project: Park 290, Austin
- Developer: Brookfield Properties
- Leasing Agent: CBRE
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