News on 2020

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

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

New incident at Wacker’s U.S. polysilicon plant: workers injured

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The series of incidents at Wacker’s U.S. polysilicon plant in Charleston, Tennessee does not stop: Four contract workers suffered chemical burns when they performed maintenance work on July 24.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Covid-19 impact hits polysilicon manufacturers Wacker and OCI

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Strongly reduced demand for solar-grade polysilicon due to the Covid-19 pandemic and lower prices have left their mark in the financial figures of Wacker and OCI for the second quarter.

GCL-Poly’s polysilicon plant in Xinjiang

Lessons from the polysilicon plant accidents at Daqo and GCL

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Within just three weeks, two Chinese polysilicon manufacturers have experienced accidents at their factories. The Chinese polysilicon industry should learn its lesson from the fire at Daqo and the explosions at GCL.

Hemlock Semiconductor’s polysilicon plant in Hemlock, Michigan (USA)

More job cuts at U.S. polysilicon maker Hemlock Semiconductor

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U.S.-based polysilicon manufacturer Hemlock Semiconductor Corporation will lay off 50 employees, the company announced internally on June 18.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang Uygur Autonomous Region, China

Daqo subsidiary prepares for listing on Shanghai Stock Exchange

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Daqo New Energy (NYSE: DQ) is planning to float its China-based polysilicon subsidiary on the Science and Technology Innovation Board of the Shanghai Stock Exchange “within the next two years.”

Construction site of Ferrosolar’s 1,400-ton plant for upgraded metallurgical-grade (UMG) silicon in Puertollano, Ciudad Real province, Castile-La Mancha autonomous region, Spain

Aurinka is aiming for UMG silicon, not wafer production in Spain

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In a joint venture with Ferroglobe, Spanish Arinka PV Group intends to start production of upgraded metallurgical-grade (UMG) silicon in Puertollano – not of wafers, as pv magazine has reported.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q1 2019 through Q1 2020

Daqo achieves cash costs of $5/kg on record polysilicon output

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Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

REC Silicon defers sale of Butte plant, keeps Moses Lake closed

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In the wake of the Covid-19 pandemic, U.S.-based polysilicon manufacturer REC Silicon has deferred the sale of its electronic-grade plant in Butte. Its solar-grade plant in Moses Lake remains closed.

Sales, EBITDA and Capex of Wacker’s polysilicon division in Q1 2020 versus Q4 2019 and Q1 2019

Wacker starts short-time work at its German polysilicon plants

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In response to slumping demand for solar-grade polysilicon in the wake of the Covid-19 pandemic, chemicals group Wacker has reduced the utilization rate of its German polysilicon plants to 70%.

Sales, operating income/loss and EBITDA of OCI’s Basic Chemical division (including polysilicon) from Q1 2019 through Q1 2020

After polysilicon plant shutdown, OCI narrows its operating loss

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South Korean chemicals group OCI reduced the operating loss of its Basic Chemical division, which features polysilicon as main product, by 61% in the first quarter after closing its factory in Gunsan in February.

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