Answer
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Solar wafers as discussed above is capital intensive, technologically challenging and for some processes labour intensive. Module manufacturing is more automated and continuous process, on the other hand some processes and wafer and cell manufacturing are batch processes and with higher requirement for labour.
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With these reasons, making wafers and cells might not be economically viable in US. A lot of companies have announced plans for cell manufacturing; however, it seems to be running on delays. In wafer manufacturing, a large player Cubic PV has cancelled their 10 GW wafer plant. One needs to keep tracking the upcoming manufacturing capacity in US.
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Based on current regulations and incentives, cell manufacturing is economically viable in US, however going back all the way to polysilicon is currently not viable. Waaree is setting up Module capacity in USA taking advantage of favourable IRA policies and government inclination to cut out Chinese imports. In long run the more backward integrated you are in every major geography better would be the prospects given the fact that most economic blocs are vying for energy security in long run.
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