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927: Everyone Built Modules. He Built Cells. Alex Zhu, ES Foundry
Rebuilding solar manufacturing in the U.S. is not just about capital or policy. It is about making the right bets at the right time. It comes down to timing, experience, and the critical decisions. Alex Zhu has spent nea...
About This Episode
927: Everyone Built Modules. He Built Cells. Alex Zhu, ES Foundry is an episode from SunCast by Nico Johnson. Rebuilding solar manufacturing in the U.S. is not just about capital or policy. It is about making the right bets at the right tim...
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Episode Details
Published Apr 30, 2026, 01:05:34 long, audio available.