Astellas manufacturing chief talks strategy 1 year into role

For Astellas’ chief manufacturing officer, Rao Mantri, Ph.D.—who entered the position a little over a year ago—production is not just about a reliable supply of a pharmaceutical product. Manufacturing serves as a crucial bridge that helps link promising research to patients in the real world, too. 

“Astellas manufacturing has tremendous strengths in multiple modalities as well as a strong focus on service to patients,” Mantri said during a recent meeting with Fierce at the American Biomanufacturing Summit in San Francisco. “So, when I started, it was about—how do we actually make the manufacturing organization as a strategic enabler to connect research innovation to access to patients even more.”

He described that ambition under his leadership as Astellas’ manufacturing “north star,” alongside always ensuring a reliable supply of its medicines.

When Mantri entered the role of manufacturing chief at the Tokyo-headquartered pharma last April, he came in with the goal of helping streamline new modalities for manufacturing and commercial supply and of embedding digital and artificial intelligence tools into Astellas’ network, he explained. 

Over the past few years, the company has made several strategic moves to help broaden its production base in advanced treatment fields such as cell therapy and antibody-drug conjugates.

On the balance between Astellas’ internal and external capacity, Mantri noted that it’s critical to weigh multiple factors, including speed to patients, modality complexity, development stage, regulatory readiness and cost competitiveness when drawing up a supply plan.

“But what’s most important is really about our ability to deliver the reliable supply,” he explained, adding that the company benefits from working with CDMOs and other partners whose capabilities may fall outside of Astellas’ core wheelhouse. 

“We also have platform approaches that we are ready to partner with the right strategic groups,” Mantri added, citing a recent pact with Yaskawa Electric Corporation.  

In the case of that Yaskawa joint venture, Astellas is wedding its regenerative medicine expertise and manufacturing base with its partner’s robotics and AI capabilities.

The purpose of the team-up is to develop a robotic automation platform that other companies can also use to produce medicines faster with superior quality and reliability, while also accelerating technical development, according to Mantri. 

Separately, Astellas last Halloween tied up with Ajinomoto to use the latter’s bespoke antibody-drug conjugate (ADC) development and manufacturing platform, AJICAP, which Mantri noted will help Astellas “design the next generation” of ADCs. 

“It’s really based on where do we want to go and what are the capabilities that we can leverage that are not internal to us,” Mantri said. “We are ready to partner, but if you have the maturity in our platforms that others can use, we are open to having those strategic collaborations as well.” 

With regard to internal capacity, one of Astellas’ most prominent expansions has taken the form of a new plant in Tralee, County Kerry, Ireland, which the company first unveiled designs for in 2023. 

External construction on the fill and finish facility—which will use advanced manufacturing and testing to deliver parenteral biologics—has wrapped up, with the site now expected to open in “early 2027,” per Mantri. 

Mantri also addressed geopolitical tensions—primarily in the form of U.S. import tariffs—that have complicated production decision-making in recent months. 

Astellas, in his estimation, is relatively well positioned given the company’s “geographically balanced global production network.” 

He also pointed to the company’s established manufacturing base in the U.S., where Astellas boasts a gene therapy production site in North Carolina and a unit for cell therapy manufacturing in Massachusetts, the latter of which has “strong capabilities for future regenerative medicines.” 

Looking at the role of Astellas’ manufacturing network, and the position production holds in the biopharma landscape more broadly, Mantri described the manufacturer’s charge as twofold: Production teams must both work to help streamline innovation coming out of research and “embrace and take into consideration uncertainties and complexities to serve patients” and provide reliable access to medicines. 

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Tesla (TSLA) reportedly in talks to buy $2.9B in Chinese solar equipment for 100 GW US push

Image: Tesla

Elon Musk’s plan to build 100 GW of solar manufacturing capacity in the United States just got its first major price tag: $2.9 billion in equipment from Chinese suppliers, according to a Reuters exclusive.

If the deal closes, it marks the biggest concrete investment yet in Musk’s solar ambitions, and a stunning reversal for a company that effectively abandoned its solar business just two years ago.

The deal

Reuters reports that the equipment is valued at roughly 20 billion yuan ($2.9 billion) and that Tesla is in discussions with multiple Chinese suppliers. The frontrunner is Suzhou Maxwell Technologies, a Shenzhen-listed company that dominates the global market for solar cell screen-printing production lines.

Other potential suppliers include Shenzhen S.C New Energy Technology and Laplace Renewable Energy Technology.

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The Chinese companies have been told to deliver the equipment before this autumn, with at least two sources indicating it would be shipped to Texas. That aligns with Tesla’s expanding Texas manufacturing footprint, which already includes its Austin Gigafactory and a new Houston Megafactory under construction for Megapack production.

One significant hurdle remains: Suzhou Maxwell needs export approval from China’s commerce ministry, and it’s unclear how quickly that clearance will come. Beijing has been tightening its grip on solar technology exports over the past two years, and China’s commerce ministry recently made export controls a top priority for 2026.

On the US side, the equipment faces a more favorable regulatory path. Solar manufacturing equipment was excluded from Section 301 tariffs in 2024 at the urging of American solar panel makers, and that exemption has been extended by the Trump administration through November 2026.

The 100 GW ambition

The $2.9 billion equipment purchase is tied directly to a goal Musk laid out at the World Economic Forum in Davos in January 2026. There, he announced that both Tesla and SpaceX are independently working to build 100 GW per year of solar manufacturing capacity in the US — covering the entire supply chain from raw materials to finished panels.

The company’s own job listings reinforce the scale of the ambition, explicitly referencing a target of 100 GW of “solar manufacturing from raw materials on American soil before the end of 2028.”

For context, total US solar installations in 2023 reached about 32 GW. Tesla wants to manufacture more than three times that, every single year, on its own.

The driving force behind the urgency isn’t climate policy, it’s AI. Data center construction and the broader electrification of transportation pushed US power consumption to a second consecutive record in 2025, and the projections keep rising. Musk has argued that no other energy source can scale fast enough or cheaply enough to meet those demands.

Tesla’s troubled solar history

The irony is thick. Tesla acquired SolarCity for $2.6 billion in 2016 and promised to revolutionize the residential solar market with its Solar Roof tiles. Musk set a target of 1,000 new solar roofs per week by the end of 2019. Tesla never came close. By Q2 2022, the company was deploying approximately 23 roofs per week — roughly 2% of the target.

Today, Tesla never talks about its solar roof; it’s essentially a dead product.

Tesla’s solar deployment declined steadily after the SolarCity acquisition. Panasonic, which had partnered with Tesla at the Buffalo Gigafactory to manufacture solar cells, exited the facility in 2020. By late 2024, Tesla stopped reporting solar deployment altogether, and the word “solar” didn’t appear once during the company’s Q3 2024 earnings call.

There were signs of a revival in early 2026 when Tesla launched a new US-made solar panel (the TSP-420) assembled at the Buffalo factory, featuring a proprietary 18-zone power optimization system. But the scale was modest — initial capacity at the Buffalo facility was just over 300 MW per year, a rounding error compared to the 100 GW target.

Energy storage is a different story

While Tesla’s solar business withered, its energy storage division exploded. Tesla deployed a record 46.7 GWh of energy storage in 2025, a 48% increase year-over-year, generating $12.8 billion in revenue with a 29.8% gross margin — nearly double what Tesla earns selling cars.

Energy storage now accounts for 13% of Tesla’s total revenue and 23% of its gross profit. The Lathrop Megafactory in California produces Megapacks at its full planned capacity of 40 GWh per year, and the new Houston facility targets 50 GWh of annual output by end of 2026.

The solar manufacturing push would complement this storage infrastructure — Tesla could theoretically pair its own solar panels with Megapacks and Powerwalls for integrated energy solutions, and potentially use the output to power its own operations and even SpaceX satellites.

Electrek’s Take

We’ve been tracking Tesla’s solar journey since the SolarCity acquisition, and the trajectory has been one of consistent underdelivery. The Solar Roof never materialized at scale. Solar deployments cratered. The entire solar business segment became an afterthought as energy storage consumed all of Tesla’s energy division attention.

So when Musk announced a 100 GW solar manufacturing target at Davos, our first instinct was skepticism — and it still is. Going from roughly 300 MW of annual solar panel capacity at the Buffalo factory to 100 GW is a staggering 300x increase, on a timeline of less than three years.

That said, the $2.9 billion equipment purchase suggests this isn’t just talk. That’s real capital being deployed (or at least negotiated), and the autumn delivery deadline for equipment in Texas suggests Tesla intends to move fast. The company also has genuine tailwinds: the tariff exemption on solar manufacturing equipment, surging electricity demand from AI data centers, and a proven energy division that can integrate solar with its storage products.

The biggest risks are execution, Tesla’s solar track record is dismal, and the Chinese export approval, which Beijing could use as leverage in the ongoing trade tensions. We’ll believe the 100 GW target when we see equipment on the ground and production lines running.

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Permitting Reform Talks Restart—A Welcome Sign for Manufacturers

Washington, D.C. – Following the decision by Sens. Martin Heinrich (D-NM) and Sheldon Whitehouse (D-RI) to reopen permitting reform negotiations, National Association of Manufacturers President and CEO Jay Timmons released the following statement:

“Permitting reform is one of the key pillars of a comprehensive manufacturing strategy that will help clear the skies for manufacturers. We thank Sens. Whitehouse and Heinrich for reopening negotiations on this critical issue. The stakes couldn’t be higher for manufacturers: America’s permitting system is broken—with projects taking up to 80% longer to move forward than in peer nations. America cannot lead the world in all forms of energy, AI and advanced manufacturing while projects remain stuck in yearslong permitting delays. Coming off the NAM State of Manufacturing Tour, the message has been clear—America needs a faster, more reliable permitting system to build the infrastructure that powers growth and keeps our industry competitive. 2026 must be the year of permitting reform. We want ribbon cuttings, not red tape, so manufacturers can build new shop floors, energy facilities and new infrastructure here in the United States.

“In addition to our champions in the House of Representatives—including Natural Resources Committee Chairman Bruce Westerman (R-AR), Transportation and Infrastructure Committee Chairman Sam Graves (R-MO) and Rep. Jared Golden (D-ME)—we are grateful to Sens.  Whitehouse, Heinrich, Shelley Moore Capito (R-WV) and Mike Lee (R-UT) for their continued efforts to advance bipartisan, comprehensive permitting reform—an essential pillar of a comprehensive manufacturing strategy and an all-of-the-above approach to energy. By modernizing our broken permitting system, Congress can deliver the certainty manufacturers need to build faster, invest with confidence and improve the quality of life for all Americans.”

Background:

In February, the NAM launched “Building to Win,” a six-figure campaign urging Congress to pass robust infrastructure investments and reauthorize critical federal highway programs before they expire on Sept. 30. As part of the launch, the NAM unveiled a new infrastructure policy roadmap, including original analysis on the economic costs of congestion on manufacturers and a set of core infrastructure policy pillars. The NAM also debuted a new ad underscoring the importance of infrastructure investment and permitting reform to manufacturing competitiveness.

Permitting reform has long been a top legislative priority for the NAM. In the final weeks of 2025, the NAM pushed for permitting reform measures that advanced in the House—including the passage of the SPEED ACT. Manufacturers are calling on the Senate to take the helm and build on that momentum by advancing the SPEED Act, a cornerstone of the NAM’s “Manufacturing’s Roadmap to AI and Energy Dominance.”

The National Association of Manufacturers is the largest manufacturing association in the United States, representing small and large manufacturers in every industrial sector and in all 50 states. Manufacturing employs nearly 13 million men and women, contributes $2.95 trillion to the U.S. economy annually and accounts for 53% of private-sector research and development. The NAM is the powerful voice of the manufacturing community and the leading advocate for a policy agenda that helps manufacturers compete in the global economy and create jobs across the United States. For more information about the NAM or to follow us on Twitter and Facebook, please visit www.nam.org.

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