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.

OCI’s polysilicon plant in Gunsan, South Korea

OCI considers shifting polysilicon capacity from Korea to Malaysia

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The prospect of rising electricity prices has prompted polysilicon manufacturer OCI to consider shifting production capacity from its South Korean plant in Gunsan to its subsidiary in Malaysia.

Solar module from GCL System Integration Technology made of cast mono wafers

GCL-Poly to increase cast mono wafer capacity to 15 GW by 2020

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Leading China-based polysilicon and wafer manufacturer GCL-Poly will ramp up its production capacity for cast mono ingots and wafers to 15 GW by the first quarter of 2020.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Credit Suisse: Wacker to be squeezed out by Chinese competition

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Analysts at Credit Suisse predict that “Wacker will remain a marginal producer of solar grade polysilicon near term and will be squeezed out by low cost Chinese production longer term.”

Monocrystalline solar wafers from Zhonghuan Semiconductor

Zhonghuan Semiconductor to expand its wafer capacity to 50 GW

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, will build a new factory with a capacity of 25 GW in Inner Mongolia.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2017 through Q4 2018

The EBITDA difference of making polysilicon in or outside China

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While China-based polysilicon manufacturer Daqo reported another record low in production costs, the polysilicon division of market leader Wacker slid into the red with its EBITDA in the fourth quarter.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at night

REC Silicon cancels plant shutdown, continues at 25% utilization

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U.S.-based polysilicon manufacturer REC Silicon has shelved its plan to shut down its fluidized bed reactor (FBR) polysilicon plant in Moses Lake, Washington for two months in March and April.

Ferroglobe’s cost reduction plan 2019

Construction of Ferrosolar’s UMG silicon lant in Spain is on hold

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Ferroglobe has announced that construction of the upgraded metallurgical-grade (UMG) silicon factory of its subsidiary Silicio Ferrosolar in Spain “is on standby until end market conditions improve.”

Direct wafer factory of 1366 Technologies in Cyberjaya, Malaysia

1366 Technologies to ramp first direct wafer factory in Malaysia

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U.S.-based start-up 1366 Technologies is “near completion” of its first factory for wafers directly formed from molten silicon and expects to ramp it “no later than Q3 2019.”

Bilateral meeting of U.S. President Donald Trump and China’s President Xi Jinping at the Great Hall of the People in Beijing on November 9, 2017

China offers to reduce polysilicon duties in trade talks with U.S.

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In the fourth round of trade talks between the USA and China in Washington, D.C. last week, China offered that it would “reduce its tariffs on U.S.-made polysilicon,” news agency Reuters has reported.

Inventory levels before and after shutdown of REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington

REC Silicon plans on two-month shutdown of polysilicon plant

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U.S.-based polysilicon manufacturer REC Silicon will shut down its fluidized bed reactor polysilicon plant in Moses Lake for two months in March and April if there is no solution in the current trade talks between China and the USA.

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