Solar industry looks for light at tunnel's end - SiliconValley.com

"I liken the solar industry to the semiconductor industry 40 years ago," he said. "What a semiconductor company had to do was build a fab — a factory — to make a chip. That's kind of where solar companies are today. And the challenge is that to build a factory requires debt."

Solar industry looks for light at tunnel's end - SiliconValley.com