News on China

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

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang with sunflowers in the foreground

China-based polysilicon manufacturer Xinte feels the price slump

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Xinte Energy, the second-largest polysilicon manufacturer in China, has issued a profit warning, “mainly due to the significant fall of the sales price of polysilicon.”

REC Silicon’s silane/polysilicon plant in Butte, Montana

REC Silicon mulls selling its cash cow, the Butte polysilicon plant

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REC Silicon has announced considerations to sell its second plant, located in Butte in the U.S. state of Montana, which produces silane and electronic-grade polysilicon for the semiconductor industry.

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

REC Silicon mothballs polysilicon plant in Moses Lake as expected

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In view of no visible progress in the trade negotiations between the USA and China, REC Silicon has placed its fluidized bed reactor (FBR) polysilicon plant at Moses Lake in a long-term shutdown.

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

REC Silicon delays decision on shutdown of FBR polysilicon plant

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While trade negotiations between the USA and China have stalled, polysilicon manufacturer REC Silicon puts its last hope in talks between the two rivals at the G20 summit in Osaka, Japan.

Monocrystalline solar wafers from Zhonghuan Semiconductor

Zhonghuan Semiconductor confirms capacity expansion to 55 GW

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, has confirmed earlier plans to increase its production capacity by 25 GW to 55 GW.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q1 2018 through Q1 2019

Daqo continues to ride the wave of low polysilicon prices

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With record-low production costs and a positive EBITDA margin of 24.6%, China-based polysilicon manufacturer Daqo New Energy defied the low polysilicon prices in the first quarter.

Longi’s capacity expansion plan 2018 - 2021

Longi accelerates expansion of mono wafer capacity to 65 GW

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China-based Longi, the world’s largest manufacturer of monocrystalline solar wafers, will more than double its capacity from 28 GW at the end of 2018 to 65 GW by the end of 2021.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

GCL to close polysilicon plant in Jiangsu for new base in Sichuan

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Leading China-based polysilicon manufacturer GCL-Poly wants to replace its existing plant in Jiangsu province by a new 60,000-ton base in Leshan in the western province of Sichuan.

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

REC Silicon raises $20 million to bridge time until U.S.-China deal

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U.S.-based polysilicon manufacturer REC Silicon has raised $20 million through a private placement to contain liquidity until the U.S. strike a deal in the trade talks with China.

Shares of global polysilicon production capacity

Polysilicon maker REC Silicon “more or less without customers”

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U.S.-based REC Silicon is edging closer to shutting down its polysilicon plant in Moses Lake, Washington. The factory is currently running at 25% of its capacity.

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