First Solar does some work in AZ, and specifically for the school system, through the Salt River Project.
Their name was mentioned for the AZ solar farm also.
GTs Merlin is a superior product for panels over FS and even MB because they haven't hit the peak of silver reduction and efficiency with their models....yet.
Polysilicon is huge...and most companies are striving for the pinnacle of efficiency and cost reduction at this point.
To answer your question...GT could supply the Merlin tech and polysilicon, but FS may be trying in on their own first in Malaysia. It is only a pilot program at this moment, but everyone has to start somewhere