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

Polysilicon factory of United Solar Polysilicon with an annual production capacity of 100,000 metric tons near Sohar Port in Oman

Why United Solar’s polysilicon plant in Oman halts production

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Shortly after ramp-up started in February, new entrant United Solar is shutting down production at its 100,000-ton polysilicon plant in Oman for six months as demand falls short of expectations.

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.

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.

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.

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.

Polysilicon EBITDA margins of Wacker, Daqo and OCI from Q3 2024 through Q3 2025

Polysilicon maker Daqo back in black, Wacker and OCI in limbo

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While non-Chinese polysilicon manufacturers still felt the impact from uncertainty about the U.S. solar market in the third quarter, Daqo New Energy benefitted from the price surge in China.

Polysilicon plant of Xinjiang Central Hoshine Silicon in the Ganquanbao Economic and Technological Development Zone of Urumqi, the capital of the Xinjiang Uyghur autonomous region

Polysilicon capacity acquisition: The Emperor’s New Clothes

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The planned fund of major Chinese polysilicon manufacturers to buy up excess production capacity is counterproductive, unnecessary and not viable. A critical analysis by a Chinese author.

Marketing claim of a purity of “up to 12 nines” by Hemlock Semiconductor for its electronic-grade polysilicon, at the CRU Silicon Market Forum 2025 in Lyon on September 25, 2025

A silicon purity of 12N only exists in the world of marketers

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Although claimed again and again, a purity of 99.9999999999% (twelve nines or briefly 12N) is not achieved in the production of electronic-grade polysilicon for semiconductors.

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