Polysilicon News

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Polysilicon plant of Wacker Chemie in Charleston, Tennessee, USA

Speculation on closure of Wacker’s polysilicon plant in the US

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The German chemicals group denies plans to close its facility in Charleston, Tennessee. The company is in talks with the US administration on the Section 232 framework to support US-made polysilicon.

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q2 2025 through Q2 2026

Weak demand still weighed on polysilicon makers’ results in Q2

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Daqo New Energy and Wacker struggled with the market conditions in and outside China. By contrast, Malaysian competitor OCI TerraSus announced a doubling of its production capacity by 2029.

Solar market prices, minimum import prices (MIPs) and production costs in the USA

US Section 232 solar import hurdles: Well meant, not well done

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There are good reasons for protecting domestic PV production against price dumping. However, the new US minimum import prices under Section 232 of the Trade Expansion Act raise questions.

Trend of China’s PV installations from Q3 2025 through Q2 2026 year over year and versus 2023/2024

Solar demand in China slightly recovers after slump in spring

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A very weak second quarter interrupted the previous trend of recovery in Chinese PV installations. In June, however, a silver lining appeared on the horizon.

 

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q1 2025 through Q1 2026

Daqo’s sales crash as the polysilicon price falls below costs

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The collapsing sales of Daqo New Energy in the first quarter shine a spotlight on the oversupply dilemma of the Chinese polysilicon industry. Non-Chinese competitors OCI and Wacker are better off.

Trend of China’s PV installations from Q3 2025 through Q1 2026 year over year and versus 2023/2024

Hidden positive trend behind the weak solar demand in China

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Pessimistic views on China’s solar market development in 2026 are distorted by the anomaly of the exorbitant installation rally in 2025. A comparison with the installations in 2024 provides a better picture.

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q4 2024 through Q4 2025

US trade case to make or break Wacker’s solar polysilicon unit

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The German manufacturer’s solar-grade polysilicon business hinges upon the outcome of the U.S. Section 232 investigation. Competitor OCI is more confident after a positive EBITDA in the fourth quarter.

Qinghai Lihao Qingneng Co., Ltd., polysilicon plant, main building, Nanchuan Industrial Park, Xining Economic and Technological Development Zone, Qinghai Province, China

Tongwei’s acquisition of Lihao promotes a polysilicon oligopoly

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The plan of polysilicon market leader Tongwei to acquire Qinghai Lihao, the fifth largest manufacturer, has advantages for both parties; however, it weakens the foundations for a perfect market.

China’s monthly PV installations in 2025 versus 2024

China’s solar market is more dynamic than doomsayers predict

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After annual solar installations in China reached another record in 2025, some observers paint a bleak outlook for the coming years. The doomsayers overlook the bigger, long-term picture, argues Johannes Bernreuter.

The ten most popular posts from Bernreuter Research on LinkedIn in 2025

The top 10 posts from Bernreuter Research on LinkedIn in 2025

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The Polysilicon Market Outlook 2029, Hanwha’s corporate raid of REC Silicon and the accident at OCI’s plant in Malaysia are the top themes among the posts from Bernreuter Research on LinkedIn in 2025.

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