TSMC certainly has the clout to do either solar cell related products or LED or both.
The solar business is still very capital intensive and may take longer to turn a profit as compared to LED lighting products. LED lighting is beginning to take off in a big way, and many channels exist for selling the chips to make them.
I would bet on LED lighting first.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.