Now who is going to benefit from that? The competitors of course... and that's not YGE, and not TSL... since they have already reported bad numbers... that left CSIQ, JASO, SPWR, and STP that are the winners.
Ultimately yes this takes FSLR out of the competition because the product has failed. However short term this will sink all solar boats because of the ETF's that cover all solar. The average investor will not understand this situation and will run for the hills as the darling of solar is seen to fail. Buying opportunity today?