
Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about three years, is now in survival mode. Supply chain players on both sides of the Taiwan Strait point out that this crisis is no longer a simple imbalance of supply and demand figures, but rather a zeroing effect because of policy shifts, surging raw material costs, and intense technological infighting.







