[fromwilliam]

Do you mean investments in solar panel manufacturing, or something else? From what I understand solar panels are somewhat commoditized, and China has massive subsidies for their manufacturers. I wouldn't want to get in that game. If you mean battery R&D + manufacture, I think that could be promising

[ipdashc]

I wonder how much is being invested into reducing the costs of inverters and MPPTs and such. ("Balance of system" seems to be the term?)

I'm looking into a DIY install, and it's looking like the microinverters are going to basically be just as expensive as the panels themselves. A quick Google seems to imply this is similar for utility-scale installs: the BoS costs are less than, but still comparable to the costs of the actual panels.

On one hand I get it; panels are very simple, robust devices, while inverters need to interface with the grid and usually have network connectivity and so on. On the other hand, there's a lot less material in an inverter, and they're still relatively simple electronics? Which we're pretty good at mass producing cheaply. You'd think there's a lot of room there to get the cost down.

[dv_dt]

On solar panel investments, at the time TSMC got into the chip game, I think most people might have said something very similar to a TSMC. Chips are commodotized, and the existing entrants are highly capitalized, and why TSMC do you think you can outdo the likes of 1987 Intel TI, Motorola, NEC et al.

Perkskovites to name one tech, will probably be a generational shift in solar panel technologies, the US would be stupid to miss it if they want to be a future world energy player outside the slow inevitable decline of fossil fuels.

For who has the stomach to fund it, there is available maybe another order of magnitude in cost performance in solar, and say two or three orders of magnitude of cost performance available in batteries?