News on USA

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

Arabinda Ghosh (left), designated Chairman and CEO of Hemlock Semiconductor, and Ken Collins, site leader of Wacker Chemical Corporation’s polysilicon and pyrogenic silica plants in Charleston, Tennessee

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Ken Collins is new site leader of Wacker’s polysilicon plant in Charleston, Tennessee while Arabinda Ghosh will follow Mark Bassett as CEO of competitor Hemlock Semiconductor at year’s end.

Session on polysilicon and wafer supply at the PV CellTech online conference on August 26, 2021

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On August 26, the second day of the PV CellTech 2021 online conference will feature an in-depth discussion with polysilicon expert Johannes Bernreuter, Head of Bernreuter Research, on key market issues.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

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While non-Chinese polysilicon manufacturers OCI and Wacker enjoy high margins, Xinjiang-based Daqo New Energy has already announced the next major expansion to 270,000 tons in China by the end of 2024.

A couple recruited through a labor transfer program is sitting in a bunk room at a facility of Hoshine Silicon Industry Co., Ltd.

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The Withhold Release Order of the U.S. customs against Xinjiang-based silicon metal producer Hoshine puts pressure on polysilicon manufacturers as most of them are sourcing from Hoshine.

Technology Park of ASPI Group at the Port of Moses Lake, Washington, USA, where Violet Power is planning to build a solar panel factory

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The decision of U.S.-based polysilicon manufacturer REC Silicon to terminate the partnership with Violet Power confirms doubts about the viability of the plans announced by the solar panel start-up.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2019 through Q4 2020

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The strong rise of polysilicon prices since mid-2020 has led the results of non-Chinese manufacturers Wacker and OCI back into positive territory. EBITDA in the second half improved significantly.

Fluidized bed reactor (FBR) polysilicon plant of TianREC, the Chinese joint venture of REC Silicon, in Yulin, Shaanxi province, China

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Low utilization rates and continuing losses of its granular polysilicon joint venture TianREC in Yulin in the Chinese province of Shaanxi have led REC Silicon to write down its investment to zero.

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

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One of five contract workers has died after a mixture of steam and hydrochloric acid escaped during a maintenance operation at Wacker’s U.S. polysilicon plant in Charleston, Tennessee.

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

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After an equity raise, U.S.-based polysilicon manufacturer REC Silicon has abandoned its plan to sell its cash cow, the silane and electronic-grade polysilicon plant in Butte, Montana.

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

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REC Silicon has announced partnerships with two future customers of its mothballed silane and polysilicon production facilities in Moses Lake, Washington, with restart planned in 2022.